Mclowd's main tab menu enables quick and easy access to forms for recording the most commonly performed transactions.
Additional options on the Settings Menu (located top right of the screen) enable you to perform account maintenance tasks such as viewing the General Ledger account balances (Accounting), entering Journals, entering Receivables, and managing Financial Periods.
To access these options, open the Settings Menu.
This chapter covers four maintenance tasks:
Fund Setup is covered in Fund Setup: 1st Steps.
Financial Periods is covered in End Financial Period
Pension Administration is covered in Member Account Conversion.
Bank Data Feeds is covered in Entering Transactions via Bank Data Feed
Asset Maintenance is covered in Managing Assets.
