CDM+ allows you to archive data of your choosing. This post offers suggestions for what records might be best to archive.
Tips, techniques, and training for CDM+ Accounting
Preparing 1099-MISC forms for the 2018 tax year using CDM+ Accounts Payable and Aatrix. 12 minutes.
Webinar recording. Using Accounts Payable in CDM+ to pay and accrue expenses. 41 minutes.
- Basics of Fund Accounting - 3:08
- Financial Statements - 5:05
- Setting Up the Chart of Accounts - 14:49
- Deposits and Checks - 23:19
- Voiding Checks - 35:50
CDM+ Accounting lets you filter reports to include specific ledger accounts. The Select Accounts window makes it easy to manage sets of accounts that you use regularly in producing financial reports.
To move into a new year with CDM+ Accounting, performing some or all of these tasks will help you produce accurate year-end financial statements and move into the new year.