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      Financial

      You are here: Home » Financial

      Saving a CSV/Excel for a Budget/Draw Import Template

      Posted In Financial

      Using DocuSign for Documents in Fund Control

      Posted In Voucher/Draws

      Combining Multiple PDF’s into a Single PDF File

      Posted In Voucher/Draws

      Processing PDF’s of Invoices to Create Line Item Data

      Posted In Voucher/Draws

      Clearing Out Account Who is Processing Checks

      Posted In Disbursements

      Seeing or Changing Status of a Voucher/Draw

      Posted In Voucher/Draws

      Recording Paydowns

      Posted In Paydowns

      Spread Value Across Sub/lots

      Posted In Voucher/Draws

      Exporting 1099 Records as a CSV

      Posted In Tax Forms File - 1099

      Using Company Voucher/Draw Checklist

      Posted In Voucher/Draws

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