WATCH: Advanced Reporting: Financial Reporting Using Tags

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Advanced Reporting: Financial Reporting Using Tags

Length: 28 Min

RECORDED WEBINAR: November 2, 2021

If you are hoping to get better insight into the financial health of your programs, locations, or departments, join this coaching session for an overview on how to create and use accounting tags. We will review common tag dimensions and tag groups for different types of organizations, how to enter a transaction and apply a tag, and discuss the most popular tag-based financial reports.

In this webinar:

  • Learn how to generate and utilize tags
  • Review transaction entry
  • Generate reports based off segments of your organization

Want to join the next live session? Check out our upcoming dates for Church Coaching Session or Nonprofit Coaching Sessions.