July 13, 2016Accounting: Chart of Accounts Corrections and Deletions (v17 & Newer)In this video, learn how to clean up your chart of accounts, including inactive status. Presented 7/13/2016.
November 9, 2021Accounting: New Year Prep Steps for 2022In this video or document, learn how to Open and Close Accounting Years, New Budget Figures, and Updating Chart of Accounts. Presented on 11/09/2021.
July 21, 2022Accounting: Adding a New Fund and its Accounts (v22 and newer)In this video, learn the Process for Adding a New Fund and the Related Accounts. Presented on 07/21/2022.
October 31, 2023Accounting: New Year Prep (v24 & Newer)In this document or video, learn how to Open and Close Accounting Years, New Budget Figures, and Updating Chart of Account. Presented on 10/19/2023.
November 16, 2023Accounting: End of Year Cleanup (v24 & Newer)In this document or video, learn about reworking the Chart of Accounts, Budgets, and Cleaning up Vendors. Presented on 11/16/2023.
December 20, 2023Payroll: New Year Prep (v25 & Newer)In this document or video, learn how Learn how to Prepare for the New Year. Presented on 12/20/2023.