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Course

Financial Management

(2743) Streamlining the Applied Epic Month-End Process


Content Level: Basic

Personas: Accountant

Products: Applied Epic, Applied Pay

Tuesday, September 29, 2026
10:30 AM - 11:30 AM East Coast USA Time
This session will guide you through the end-of-month financial closure procedures to ensure you are prepared for the next accounting period. The presenter will cover Applied’s recommended processes before, during, and after month-end, including adjustments and reconciliations, as well as reviewing critical reports used in accounting. These processes will help assess the company's financial health, evaluate the impact of transactions on overall operations, and discuss how core payments fit into this.