101 Financials Virtual Workshop – Bank Account Management / Security & Setup (2-14-2023)

101 Virtual Workshop covering the management of Bank Account Management / Security & Setup in Financials. This is approximately a two-hour session held via a Zoom 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.