Restructuring Your Financial Reports

Recorded Webinar:  
On Demand
Tag:  

Every organization undergoes changes, and they often occur at the beginning of the fiscal year. This can lead to reflecting on your organization’s structure and goals moving forward, which may mean revising your chart of accounts. Join us as we discuss how to best manage these changes in Aplos.

In this webinar, we cover how to:

  • Review your financial statements and evaluate any changes that should be implemented
  • Add, edit, or remove accounts for the new year
  • Incorporate or remove funds and tags in your account structure