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Getting Ready for Year End

Video learning

Free

56 MINUTES

Learning objectives

In this course, you'll learn some useful tips to make processing throughout the year smoother, to create a more stress-free year end.

Course outline

    The main topics covered are:
    • Communicating with your advisor
    • The perils of missing information
    • Inconsistent and incorrect coding
    • Bank reconciliation issues, and
    • Processing errors with invoicing

    Topics covered

    • Bills
    • Dashboard
    • Invoicing

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