Accounting

Financial Delivery

• How To Create & Edit Your Financial Package
• What are the different Document file paths that can be included in my financial delivery action item?
• Fiscal Periods
• Financial Summary
• Operating Out of Balances
• AP Out of Balances

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GLs

• GL Import
• Global GL Accounts
• Editing GL Accounts for Associations
• GL Groups
• FAQ - GL Codes and Financial Documents
• When To Write a Journal Entry

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Bank Register

• Moving Bank Register Activity
• Removing Items from Prior Software
• Overview of the Association Bank Register Page
• How to Issue a Stop Payment

Bank Reconciliation

• International Time Zones - Remote Workers
• Why isn't my bank syncing?
• Non-Integrated Bank Accounts
• Bank Reconciliation Data Entry
• Bank Account Beginning Balances
• Bank Account Reconciliation

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Budgets

• Budget Set Up Action Type
• Why is my budget not showing on my Income Statement?
• Budgets
• Importing Budgets: How to import an Association Budget

Funds

• Bank Transfers using the AP process.
• Association Funds and Pay Accounts

Credit Memos

• Negative GLs as Invoice Credits
• Credit Memos - Setup
• Credit Memos - FAQ

Management Center

• Management Center - Creating your Management Company
• Management Center - Management Company Assessments
• Management Center - Management Fees
• Management Center - Admin Billing
• Admin Billing External Imports
• Management Center - Management Billing Page

Other

• Sweep Accounts
• AR Billing Summary Review
• Adding/Updating Bank Accounts
• Financial Overview Setup
• Financial Overview Report
• New Bank Account Request - PPB and AAB Only

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