For today’s training, we cover the fundamental concept of Restricted Contributions. For those who might have missed in the chat box, here are the best practices and actionable tips shared by others:
- Upload the Board minutes approving the transfers of the actual transaction
- Use of separate county project codes is key
- Running the Trial Balance by Detail by CPC to help find an error or missing the release of an entry
- Make sure to share if you want others to see your template
- Use of Transfer To/From for every movement entry
Video recording:
