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  3. Accounts



Accounts

contains sub categories Bank Reconciliation and Revenue Share

  • Bank Reconciliation
  • Revenue Share
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    Articles in this section


  • Account Actions
  • Account Transfers
  • Account Types
  • Assign Account Types
  • Close an Account
  • Create and Edit an Account
  • Create Investment Strategies
  • Delete an Account
  • Edit an Account
  • Export AP/GP/SP Payable
  • NACHA File
  • Pay Open Vouchers from Accounts Payable
  • Payroll Accounts
  • Reopen a Closed Account
  • Statement of Functional Expenses
  • Sub-Accounts*
  • System Default Accounts
  • Unlink a Sub-Account*

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