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Trams Back Office Training Program for the New User - Week 5 - Finalizing Month End

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Trams Back Office Training Program for the New User - Week 5 - Finalizing Month End

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Overview

In this week, you are learning to master the following Month-End skills:

  • Through proper preparations, how to make sure you are ready to close the month
  • How to actually close the month by running an End of Period
  • Run the suggested End of Period reports to ensure there are no discrepancies

For visual learners:  Watch the recordings listed below.

For reading learners:  Open the attachment to read the training content. The attachment is a PDF document located under the Related Links at the bottom of this article.

 

For both learners:  It's important to practice what you learn!  Once you have watched the recordings and/or read the attached document, move down this page to the practice exercises and skill enhancements.  

 

Recordings to watch:

  • Finalizing Month End – 20 minutes

Articles to Read:

 

Learning Finalizing Month End Skills Additional Resources

Here is a list of additional resources available from Trams and ClientBase Products and Services to help you learn basic profile skills:

  • From the Trams Back Office program, click Help > Trams Help to open the Help Files.
  • Read the chapter: General Ledger > Maintaining a General Ledger in Trams Back Office
  • Read the chapter: Reports > General Ledger Reports

Related Articles:

Trams Back Office Training Program for the New User - Overview

Trams Back Office Training Program for the New User - Week 1 - Profiles and Invoices

Trams Back Office Training Program for the New User - Week 2 - Payments Received and Deposits

Trams Back Office Training Program for the New User - Week 3 - Payments Made and Withdrawals

Trams Back Office Training Program for the New User - Week 4 - ARC/BSP/IAR Reconciliation

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