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Departmental Reporting

Self-paced learning
Launch course

2 Advisor credits

Free

Learning objectives

In this course, you'll learn how to filter some key reports using tracking categories, to get the right information for your business.

Course outline

    This video focuses on filtering the following 3 reports by tracking categories:
    • Profit and Loss
    • Account transactions
    • Aged receivables detail

Topics covered

  • Reporting
  • Tracking

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