Monthly Procedures
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- Print the monthly transaction report by following this link: MTD Transaction Report
- Verify the beginning balances by comparing the ending balances of the previous month to the beginning balances of the current month.
- Prepare Bank Reconciliation Report by following this link:
- Print detailed monthly transaction report
- Print Deposit register
- Print Check register
- Print Adjustments report
- Complete end-of-month closeout
- Submit documents to district office
- File copies of all documents