Available with Corporate and Advanced edition subscriptions (and permanent licenses on support), our consultants are dedicated to your success.
They will help with
Software installation and database connectivity
Importing/mapping your data from Excel, csv files, QuickBooks & more
Selecting Automated Transaction Matching (ATM) rules - including one-to-one and many-to-many matching rules
Demonstrate and help setup user defined matching rules with categories
Review the process of identifying, tracking and resolving exceptions
Assist with your reconciliation reports for the initial periods
Notes:
While we offer full support - including phone support - to all trial users, we are unable to assign a dedicated consultant without a license.
Our consultants are dedicated to assisting with your Bank Rec needs. Other technical needs regarding operating systems, networking, etc... should continue to be routed through your company.
Customer Billing Portal
(866) 226-5732
