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Webinar: Month-End Processes Checklist (1h13m30s)
Review the steps in the Month-End Checklist to print utility bills and close the period. [MP4] Section by timestamp Meter Readings • Print meter reading list, 1m20s [More] • Enter meter readings, 5m56s [More] • Print meter reading proof report, ...
Webinar: Period End, After End of Calendar Month Checklist (2024.11)
In this webinar, learn how to: Complete the tasks to finish the period, and then finish the tasks to close the period. 202411, 2024Dec20 Copyright © 2025 Caselle, Incorporated. All rights reserved.
How do I create a new checklist?
Add a new checklist to your list view. A checklist allows you to list the tasks you need to complete in the order in which they need to be completed. Connect uses checklists to organize tasks that need to be completed daily, weekly, monthly, and ...
Webinar: Payroll Year-end Preparation (56m06s)
This webinar talks about the tasks you can work on to prepare to close the payroll year end. You need to wait until the last payroll of the year is finished before you can begin the Payroll Year-end Checklist, but you can get a head start by working ...
How do I display a "days past month end" warning?
Show a warning message. The Display Date Warning will show a warning message in routines that create or modify transactions. If cycles are in use, you should turn on the date warning so you know when there are multiple cycles in a period, or the ...