101 Bank Account Management / Security & Setup (11-5-2024)
101 Virtual Workshop covering the management of Bank Account Management / Security & Setup in Financials. This is approximately a two-hour session held via video conference connection with information and interactive dialog led by the instructor.
Some of what will be covered will be:
- Adding and Posting Transactions
- Reconcile the Bank Statement (to Bank and General Ledger)
- Reports
- Things to do if you are out of balance
- Security (Adding Users, Task Roles, Account Rights)
The workshop is limited to 15 attendees, but also will require a minimum number of registrations to be held. Each attendee must be a registrant.