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WHAT: Lunch & Learn Webinar Series - Train AI to Understand How You Work
WHEN: Thursday, February 5 at 1:00-1:30 PM and 2:00-2:30 PM PST

Learn how to personalize AI so it understands your role, tone, and priorities, and how to give it your own information so it produces
clearer, more relevant responses for your work
. Click here to register.

PracticeSuite: Month End Close Process

Video
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billing
practicesuite
  • Description

    This video is about the month-end close process which involves two key steps: Financial Year Open and Close: Officially closing the current financial period and opening the new one, ensuring that all transactions for the month are accounted for. Running the Reconciliation Report: Generating and reviewing reconciliation reports to verify that all accounts are balanced and that there are no discrepancies.