Year End Close
00:00 Introduction
01:55 Closing Financial for the Year
06:00 Year End Report
06:47 Reopen the Year
09:00 Error Messages
11:45 Helpful Tips
14:10 Questions and Answers
Statements and Coupons
00:00 Introduction
00:50 Set up prior to running statements
22:20 Process Statements
31:55 Review Statement information
40:50 Review Accounts
42:40 Generate Statements
43:55 Review Generated Statements
51:00 Publish Statements
55:10 Questions and Answers
56:45 Coupons-Introduction and setup
1:01:20 Run Coupons
1:12:20 Questions and Answers
Budgeting Workshop
00:00 Introduction
04:20 Access Module- Edit Profile
12:25 Enter a Budget Manually
12:44 Upload a Budget using a Spreadsheet
27:00 Questions and Answers
30:45 Add or Edit a new Budget for an existing Association
39:00 After the Budget is approved by the Board
41:00 Reserve Budget
43:30 Helpful Tips
53:00 Questions and Answers
Recurring Charge Workshop
00:15 Introduction
03:30 Access Module- Update Profile settings
07:45 Set Up Trans Types
16:22 Set Up Recurring Charges
28:50 Copy a Recurring Charge
32:00 Run Recurring Charges Manually
36:55 Helpful Reports
46:54 Manage Calculations
1099/1096 Workshop
00:00 Introduction
01:54 Getting Started- Setup
11:25 Add Existing Vendor Balances
16:40 Helpful Reports
21:33 Process Forms 1099 and 1096
26:00 Printing Forms 1099 and 1096
31:55 Questions and Answers