Taylor B
Activity overview
Latest activity by Taylor B-
Taylor B created an article, Important updates regarding Year-End Tasks for Finance 9.0
With the new interface of the rewritten Finance module in 2023, CTS found a discrepancy where, if the Year-End utility (which closes the current fiscal year and opens the next) is run on a day othe...
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Taylor B created an article, Statement of Income and Expense
The new Statement of Income and Expense has received more customizations in addition to retaining most, if not all, of the formatting from previous versions of the report under the name Treasurer r...
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Taylor B created an article, Finance 9.0 Webinar Links
During the week of October 23, 2023, CTS is hosting four webinars as an introduction to the new 9.0 Finance module. You can access and watch these webinars by clicking on the links below as they be...
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Taylor B created an article, How do I print checks? [Where is it now?]
To print a check, you have two options. You can navigate to the Other Reports tab and choose "Print checks" from the report list to the left. For more information on this report, please visit thi...
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Taylor B created an article, -
Taylor B created an article, -
Taylor B created an article, -
Taylor B created an article, -
Taylor B created an article, The Finance "I Want To..." window [Where is it now?]
After we release the final module of our multi-year rewrite of Shepherd's Staff, one of the many differences is that a window no longer pops up asking what you would like to do when you open a modu...
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Taylor B created an article, Balance Sheet Reports [Where is it now?]
The Balance Sheet remains from previous versions, though in a different area. Balance Sheet report > Current Year only Go to the Other Reports tab of the Finance module. Choose "Balance Sheet" rep...