Month: July 2020

General Ledger: Reconciliation

General Ledger: Reconciliation

This video will focus on the process of reconciling your bank statements to the activity entered in OnTarget. This is an important accounting practice to ensure that your financial statements from the system are accurate and reflective of all activity flowing in and out of your bank accounts. Start by navigating to the Reconciliation desktop.  […]

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Scheduling: Grid View Filters & Reporting

Scheduling: Grid View Filters & Reporting

1- Although the default scheduling view is the Calendar view, there is an alternate view and method of schedule entry and management called the Grid view.  The Grid view offers additional filters and a grid-based view and method of schedule entry.  The Grid view is particularly useful when you need to view, edit or export […]

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