MikePuccio
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Re: Audit
Hi Nancy, Do you have an example of an entry that is being recommended? Also, the entries simply suggested or required by the auditor? Mike Puccio (View Post)1 -
Re: Positive Pay file for Bank of America
Hi there, The only functionality available to pull positive pay is via: https://support.foundant.com/hc/en-us/articles/4404649692695-Positive-Pay-Export This function pulls a standard format (not ban… (View Post)1 -
Re: What is the best way to enter stock donations if you do not sell the stock?
Hi there, I would recommend using the public security option. It provides the best transaction audit trail. I would enter the original gift, then sell as needed. If it never sells, that is OK. In CSu… (View Post)1