Reconciliation & Disbursement Workshop
This course is designed for property managers or trust administrators with Gateway knowledge.
Prerequisties for this workshop is Welcome to Gateway and Account Manager. In this session you will have a clear understanding of:
- Reconciling, Reconciliation Wizard
- Balancing Tips
- Disbursement - single disbursement, bulk disbursement, how to just disburse your bonds
- Audit Reports
- How to reprint your reports
What to bring to your training session.
You will need to bring a notepad and pen to your workshop.
A full refund will be provided if written notice is received 72 hours prior to workshop.
Please email firstname.lastname@example.org to cancel your registration. If no written notice has been received or it is less than the specified time frame the cost of the training session will not be refunded.