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meredithf
New Contributor III
since ‎03-10-2022
‎01-31-2023

User Statistics

  • 16 Posts
  • 0 Solutions
  • 10 Kudos given
  • 2 Kudos received

User Activity

Task Manager Upload

12-20-2022
Has anyone figured out how to upload new tasks using the Exported template. We currently have tasks populated and now I would like to add multiple new tasks. I exported my current tasks but am unable to figure out how to add new tasks and import. I t...

Account Reconciliation Auto Rec w/ support

08-17-2022
Anyone have a suggestion for having an account set-up to Auto Rec and carry support forward? We have an account balance that wont change for some time and want to set-up Auto-Rec. I know how to set-up the Auto-Rec part but we would also like it to in...

Account Reconciliation Pull R-Doc Question

05-20-2022
Does anyone know if when you Pull R-Doc data forward such as spreadsheets, if it is just linked to the original file or it makes another copy? Trying to determine if this is taking up more storage space.

Account Reconciliations - Audit Summary Report

05-11-2022
When you download the Audit support out of the tool, by way of the "Audit" button, I have noticed that it does not include Child Rec accounts in the summary PDF. This would be something nice to have as support for what is included in the reconciliati...

Task Manager Best Practices

05-03-2022
I am looking for some tips / tricks and best practices you might want to share. I can also share our approach and happy to answer questions. We have been using Task Manager since Spring 2020 and haven't really changed much of our approach since. 1. W...
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