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
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...
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...
Hi Nicole, We are currently working out the best way to document
variances using the Account Rec module. How does your team handle
reconciling items and any other related insight you can add for this? Do
you require your team to add specific notes in...
Hi Ronnie, We went live beginning 12/31/21 w/ a staggered approach and
expect all our financial groups to be fully using the module for May
2022 close. We are currently working through best practices for items
such as designing specific templates for...