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Event Revenue Reporting
While the Goals section on the Overview tab displays numbers for an event that can be helpful, they can also be confusing if it is unclear what is included in this data or the purpose of the display. Questions also arise if the Overview totals do not match financial reports. Which is correct? What numbers should I lo…
Month End Processes for REALTOR® Associations
A guide is available to help support your association with its month end processes. It has steps and a list of review items as well as reports with screen shots for your reference. The steps listed are suggestions for general monthly reconciliation; ultimately, your individual business practices will drive your …
Reconciliation to Bank Statement (Standard)
Reconciling your monthly bank statements with the deposits recorded in GrowthZone will help ensure your accounts stay accurate. Reports can be run that focus on credit card use (GrowthZone Pay only), ACH, and check/cash deposits. It is always helpful when beginning the monthly reconciliation process to have a copy …
