- 1099 Reporting
Annual Giving - Donor
This document will walk through the Annual Giving section of Donor records in akoyaGO CRM.
- Auditor Reports
Bank Account Reconciliation
Instructions for the new Bank Reconciliation form. This form is the new Default required per Microsoft. Link to Bank Acc. Reconciliation Webinar included.
- Creating Fiscal Years and Program Budgets
- Demystifying DTs
- Ignore Undeposited Funds - 1999
- Month / Quarter / Year End Procedures
Regenerating Account Schedules in Business Central
This document will go over how to regenerate account schedules.
A guide walking through the setup and process of Scheduled Distributions