Financial Performance Administration

Mapping New General Ledger (GL) Lines

• Chart of Account Mapping
• BankBI Chart of Accounts - How to Edit Descriptions

Making Adjustments

• Make Adjustments to Actual or Average Balances
• Uploading Balance Sheet & Profit & Loss Adjustments

Branch Administration

• Editing Branches

Publish Financial Month End

• Close Month End to Publish Reports

Managing Budget Figures

• Manage Actual & Average Budget Figures

Financial Performance Administration Tasks

• Run a Trial Balance Report
• Generate Results