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We are brand new to Centricity from Greenway. We had a reconcilliation sheet in Greenway that we followed to do month end closing. Does anyone have a simple recon report that you use at month end just for accounting purposes?
Thank you,
Michelle
Posted : March 5, 2020 10:00 am
Simple, no not really. 🙂 We use two reports in the reports module, both in Reports->Financial. The Daily Financial Summary, and the Deposit slip. We verify the totals for the day match each other for each report, depending on how you post payments, do your batches, etc., the deposit slip will likely be close to a sort of bank reconciliation report. If you have any specific questions feel free to reach out.
Also curious, if your willing to share, I would love to hear about your reasons for switching from Greenway to Centricity and about how the transition went.
Posted : March 9, 2020 12:32 am
