You are welcome to join a webinar on how to set up the Personal Finance module and the policies on October 24, 2018 at 1 pm ET/10 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: