2014 Year End Webinar Follow up
One of my favorite times of the year is New Years Day but not the one in January. I'm talking about a new fiscal. I think I like it because it's starting a new year in the summer time. Closing a fiscal year can be a stressful time, but not for our fabulous customers, especially if you were one of the 96 customer connections! I would like to give a shout out to Jacque Santana for doing a great job answering questions through the chat box. I love Team Escape!
My favorite part was showing tasks that customers can do now that will help make year end closing a breeze, like building a list from the Year End Closing activity of document types of Vendor Reqs, and then sorting that list by the outstanding amount. This makes finding those requisitions with $0.00 a snap! They can then be reviewed to determine if they should be carried over or manually completed. Remember, completing them will remove them from the Year End Closing activity list, making the list manageable.
Some of you may have noticed that I've added a quick five question survey at the end of each webinar. It’s a great way to let me know what you would like to see more of. One of our customers requested a focus on Accounts Receivable and the Year End Process activity. Take a few minutes and check out the video follow up.
Happy Year End Closing!