Articles
Pulse Bank Reconciliation: Chapter 1 - Introduction (11 mins)
Introduction to Pulse Bank Reconciliation This video introduces the specific concepts and workflows for performing bank reconciliations within the Pulse-integrated SGA system. Video Tutorial Click the play button below for a video...
Pulse Bank Reconciliation: Chapter 2 - Importing Clear Dates to Credit Card & ACH Transactions (11 mins)
Importing Clear Dates to Credit Cards & ACH Transactions This tutorial demonstrates how to import transaction clear dates for credit cards and ACH payments to streamline the reconciliation process. Video Tutorial Click the play bu...
Pulse Bank Reconciliation: Chapter 3 - Deposit References - Cash, Checks & Manual EFT's (9 mins)
Deposit References - Cash, Checks, & Manual EFT's This lesson covers how to manage and reconcile various deposit types, including cash, physical checks, and manual electronic funds transfers. Video Tutorial Click the play button b...
Pulse Bank Reconciliation: Chapter 4 - In Closing (5 mins)
In Closing This final video summarizes the key takeaways for Pulse bank reconciliation and provides closing tips for maintaining accurate financial records. Video Tutorial Click the play button below for a video tutorial. Y...