Free webinar: Personal Finance- An Overview (including new release updates)

Therap is hosting a webinar on the Personal Finance module on August 30, 2018 at 2 pm ET/11 am PT. Learn how to set-up the personal finance module from the one-time admin set-up to the account set-up from Therap experts:

Letisha Ulmer, Assistant Director of Quality Assurance,
Ebony Johnson, Special Project Manager and
Gretchen Falk-Lanfear, Senior Training & Implementation Specialist.

Therap’s Personal Finance module allows users to record information such as transaction category, date, amount, check/receipt numbers, etc. users can also attach scanned or electronic copies of transaction receipts of each transaction.

Users can generate periodic transaction reports using a wide range of parameters, including transaction period, types of transaction i.e. deposits/expenses, account type, account status, etc. For each Individual, you can generate a report that includes all their accounts or just the ones you select.

Join us by clicking on the link below:
https://register.gotowebinar.com/register/3801089055718845955.

By |2018-08-14T05:48:39+00:00August 14th, 2018|Categories: webinar|Tags: , , , , , , , , , |Comments Off on Free webinar: Personal Finance- An Overview (including new release updates)