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changes.mady.by.user Bethann Simon

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This procedure outlines the steps to be taken to close USAS for the month in the Redesign.

Tip

If you have turned off your Monthly CD Report bundle, please enable it prior to closing the month. Go to the Report Bundle Manager to check the box. 

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  •  1. Enter all transactions for the current month
  •  2. Attempt to reconcile USAS records with your bank(s)

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