Migration Manager User ManualAdmin, FAQ and SupportFAQ F&QMM May 2022 Pre-recorded Question and Answer (Q & A) Session – End of Financial Year process in MM

MM May 2022 Pre-recorded Question and Answer (Q & A) Session – End of Financial Year process in MM

We are excited to share the MM Pre-recorded Question & Answer Session with our MM Account Trainer, Kerry Brammer. Kerry and I discuss the MM End of Financial Year processes in this session. This session runs for just over 27 minutes and covers a 3 step process to guide, demonstrations and useful tips and tricks for users.

Please find the time marks below for particular topics discussed in the Q&A.

Time Stamps

00.26    Introducing MM Accounts Trainer, Kerry Brammer

01.21    End of Financial Year Process in MM

01.40    3 Step Process

01.50    Completing end of the month bank reconciliation for your client/ trust account

02.12    Demonstration of the end of the month bank reconciliation for your client/ trust account

11.53    Questions about the end of month reconciliation for your client/trust account

14.46    Running the end of month procedure

14.58    Demonstration of the end of month procedure

18.11    Printing the statement for all your clients as of 30 June

18.25     Demonstration of how to print the statements for your clients as of 30 June

25.40     Additional tips

 

MM User Manual Articles Referenced

 

How to Reconcile your Client/Trust Bank Account

Importing Bank Statements

Why Doesn't my Bank Reconciliation Balance?

Why Can't I See a Transaction when I Click Find Match?