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Bulk Adjusting Transactions
Calendars, Events and Schedule Rules
Configuring Your Settings
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Forms 1 - Creating a New Form, Form Options
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Getting to Know Your Checklist
Intro to Financials 2: Adjusting and Depositing Transactions
Outstanding/Billing Statements

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Tax Statements

Webinar - Tax Statements/Letters

Description: A ShulCloud review of how to generate your year-end tax statements.

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