Therap welcomes you to join our upcoming webinar on Personal Finance Overview. This webinar is scheduled to be held on 9th July, 2020 at 1:00 PM (EST). Your hosts for this exciting online learning session will be Margaret Gordon and Bonnie Sorrells. You will gain a comprehensive overview of the Personal Finance module for effortless and efficient daily documentation.
Therap’s developmental disabilities software includes the Personal Finance module which assists users to document an individual’s transactions (e.g. Deposit or Expense) for any type of account (i.e. Current Account or Cash on Hand, Personal Spending, Gift Cards, etc.) while being able to attach or scan supporting receipts for those transactions. This module also features customizable report generation to view the electronic ledgers of individuals with disabilities. The ability to customize reports is beneficial as it allows users to monitor spending by category, merchant, and many other criteria. Through this webinar, you will learn to set up the personal finance module from the one-time admin setup to the account setup as well as learn the basics of documenting and reporting the day-to-day transactions.
Register now to learn more about Therap’s Personal Finance!