April 24, 2019Accounting: First Bank Reconciliation after Conversion from Financial to AccountingIn this document, learn how to complete your first Bank Reconciliation in Accounting after converting from Financial.
June 24, 2020Accounting: Bills & Payments for a Particular Period (v19 & Newer)In this document or video, learn how to generate a report showing bills and payments grouped together by account for a specific month or period. Presented 03/03/2020.
August 8, 2023Accounting: Quick Pay/View Outstanding Bills (v24 & Newer)In this document or video, learn how to remove paid bills that still show under Quick Pay/View Outstanding Bills. Presented on 08/08/2023.
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.