Financial
Accounting > Financial > GL Account Inquiry Use this page to locate and view General Ledger Transactions Step 1. Navigate to Accounting...
Fri, 18 Nov, 2022 at 9:28 AM
Accounting > Financial > Manage Recurring General Journal Entry Use this page to create and manage Recurring General Journal Entries. A Recurring ...
Mon, 22 May, 2023 at 8:15 AM
Accounting > Financial > Manage Batch Inquiry This page is used to search for and view general ledger batch postings and when applicable, to upda...
Thu, 17 Nov, 2022 at 6:48 AM
Accounting > Financial > Transaction Adjustment Use this page to make Adjustments to financial transactions such as correcting the amount of a ca...
Thu, 17 Nov, 2022 at 8:03 AM
Accounting > Financial > Manage Budget Use this page to view, edit, add or delete budgets for an association. Budgets are set up for each ac...
Thu, 29 Dec, 2022 at 12:23 PM
Accounting > Financial > Import GL This page is used to import an association's budget from Excel. This saves time when bringing on a new associa...
Wed, 10 Aug, 2022 at 7:15 AM
Accounting > Financial > Association GL Setup Learn how to Close a completed Financial Period or close Accounts Payable or Accounts Receivable ind...
Mon, 28 Nov, 2022 at 2:39 PM
Accounting > Financial > Manage KPI Use this page to enable KPIs (Key Performance Indicators) for an Association. To Enable KPIs Step 1....
Mon, 21 Nov, 2022 at 6:23 AM
Accounting > Financial > Manage Fund Use this page to add, modify or delete association Fund(s). Fund(s) can be applied to multiple associations ...
Thu, 17 Nov, 2022 at 6:59 AM
Accounting > Financial > Association GL Setup This article describes the process for attaching departments to existing general journal entries. ...
Fri, 18 Nov, 2022 at 1:36 PM