Managing End-of-Month (EOM) Processes in CBX

In this session we will review the best practices for completing your end-of-month (EOM) processes in CBX for your accounting teams. We will review the steps that are included in our Balancing Made Easy booklet for EOM activities.

This includes, but is not limited to, preparing/posting your CBX investment portfolio details, preparing/posting your CBX subsidiary details, preparing/generating your CBX financial statements, preparing/reviewing CBX preparing/reviewing delinquent loans, and finally closing the books for the month.