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.
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