Can’t wait until the next CPA conference? Join us for a mini-session in the meantime to take a deeper dive into the FOUNDATION® G/L Data Genie.

We’ll break the webinar up into two sessions, a morning educational presentation (11:00am-1:00pm EDT) and then regroup at 2:00pm for an interactive Q&A.

During the educational session, we’ll cover:

  • When additional formatting is required for an Income Statement or Balance Sheet, the Data Genie may provide the solution you are looking for
  • Using the Data Genie to roll up accounts in to a single row on Financial Reports
  • Reporting on multiple periods within the same report
  • Comparative Reports with Calculations
  • G/L Budget vs. Actual reporting
  • Reporting with divisions in the Data Genie

CPE Credit Available: 2 units

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