New View Strategies
Banking

Banking

Thu Oct 27, 2022 1:00 PM - 5:00 PM EDT

Online, GoToTraining

Banking

Thu Oct 27, 2022 1:00 PM - 5:00 PM EDT

Online, GoToTraining

Description

We're looking forward to working with you! The class agenda is below. You will receive the link for our virtual classroom, hosted via GoToTraining, after registering for class. A few days before class you will receive further instructions for participating and a link to your individual practice environment. At any time if you have questions please let us know at info@getyournewview.com.

1:00-5:00 pm ET

Class Agenda

  • Setup
  • Data Exchange Definitions
  • Payment Journal for Checks and ACH
  • Bank reconciliation and Payment Registration
  • Positive pay

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