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  1. The Shepherd’s Staff Help Center
  2. Finance Year End
  3. Tasks & FAQ

Tasks & FAQ

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  • Preparing for the Year End
  • Actuals and Balances
  • Bank Statement Reconciliation
  • Adding Next Year's Budgets
  • Export/Import Budgets
  • Clean up your Finance Data
  • Close Finance Year
  • Reopen Finance Year

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