Bank Reconciliation (All Clients) 1 hour

Introduction to Bank Reconciliation 101 In this training, an introduction is given and the overall concepts of bank reconciliation in SGA.  Video Tutorial  Click the play button below for a video tutorial. ...

Chapter 1 - Grid Criteria This video explains how to display transactions to prepare for the clearing process. Video Tutorial  Click the play button below for a video tutorial. Your browser does not support HTML5 video. ...

Chapter 2 - Clearing Transactions Explains about clearing transactions and checks in the bank rec module. Manually, in bulk, and via import. Video Tutorial  Click the play button below for a video tutorial. Your browser does ...

Chapter 3 - Adjustments In this chapter, we will explain miscellaneous adjustments after the clearing process is complete. Video Tutorial  Click the play button below for a video tutorial. Your browser does not support HTML5 ...

Chapter 4 - Buttons & Settings In this tutorial, we explain the buttons and settings in the bank rec module. Video Tutorial  Click the play button below for a video tutorial. Your browser does not support HTML5 video. ...

Chapter 5 - First Bank Reconciliation For first-time users of the bank reconciliation module, there are some specific tasks related to clearing transactions that are shown in this chapter. Video Tutorial  Click the play button belo...

Chapter 6 - In Closing In closing, we give final thoughts and other screens related to the bank reconciliation. Video Tutorial  Click the play button below for a video tutorial. Your browser does not support HTML5 video. ...