Workshop | Account Reconciliations (Templates)

May 24, 2023, 9:00 – 11:00 PM

Learn how to leverage template features for greater standardization and visibility in your account reconciliations process and maximize efficiency using auto-certification rules. Includes practice importing schedules in a training instance for Amortizable Prepaid, Accruable, and Schedule List templates

Product - ReconciliationsWorkshops

    About this event

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    • Michelle Bell


      Customer Success Manager

    • Allan Speer


      Sr. Customer Success Manager