MM Pre-recorded Question and Answer (Q & A) Session – Setting up your Accounts in MM for 1 July
Please find below our MM Pre-recorded Question & Answer Session with our MM Account Trainer, Kerry Brammer, regarding how to set up your Accounts in MM for the 1st of July. This session runs for around 8 minutes and covers a 3 step process to set up the Accounts feature in MM and valuable tips and tricks for users.
Please find the time marks below for particular topics discussed in the Q&A.
1.07 Outline of the MM Accounts Set up process
1.24 Identifying your conversion date
2.22 Step 1: Setting up your Accounts in MM
2.58 Step 2: Obtaining the closing balances from your previous system
4.03 Reviewing, updating, and/or cleaning up old accounts
6.00 Step 3: Entering Opening balances into MM
6.57 Where to find guidance on using Accounts in MM in your daily practice
Accounts Setup Video
Accounts Setup Tool
Entering WIP - Recording Fees, Disbursements & Costs
Accounts Basics Video
How to Log a Support Call with Migration Manager