Managing and Posting Journal Entries in CBX

$100.00 / per hour

In this session we will review how to create a journal entry, how to create a recurring journal entry, how to create a template, how to copy a template for posting, how to un-post a journal entry, how to add comments for a journal entry, and more.

If you are interested in re-defining your journal entry processes, we will use this time to demonstrate and discuss the features of the CBX journal entry/posting toolkit.

Duration

120 minutes

Consulting or Custom Training

Custom Training

Designed For

Staff who are interested in review best practices for posting journal entries in CBX and/or staff who are interested in learning more about what the CBX toolkit can do to streamline your credit union’s posting processes.

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