CommunitySuite - Accounts
Contains sub categories Bank Reconciliation and Revenue Share
- Bulk Edit Accounts
- Remove an Account from Investment Strategy
- Account Actions
- Account Transfers
- Account Types
- Close or Delete an Account
- Create and Edit an Account
- Create Investment Strategies
- NACHA, ABA, and ACH094 Files
- Payroll Accounts
- Reopen a Closed Account
- Create and Assign Functional Expenses
- Sub Accounts
- System Default Accounts