Past_Webinars

CSD Year End Procedures

Original Air Date

Nov 12, 2021

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This session is for the year-end close processes in CloudSuite Distribution SX.e (CSD). While the actual year-end processes may be run by a system administrator, this session is geared towards the accounting team. 

We’ll review the primary four year-end processes and what they do.
Though we’ll be presenting in CSD, the process is applicable to all versions of SX.e. 

Key Takeaways and Learning Objectives:
 \- Four Year-End Processes in CSD
 \- Recommended Reports to run for year-end
 \- Soft Close versus Hard Close for the year
 \- Back-posting
 \- Balancing and Suspense Accounts
 \- Whitepaper for Year-End

Kathy Lundquist

Kathy Lundquist

VP of Professional Services

NSA

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