Departments

Training Material

Account Holder Assistance

View the demonstrations below to learn how to run the two versions of the Account Holder Report. If further assistance with the transition to these reports is needed, please contact us.

Demonstrations

• Account Holder by Person
• Account Holder by PTAO
• Custom Commitments
• What If Tool

Guides

• What If Tool Guide

PowerPoint Presentations

• Monthly Financial Review
• For YSM Business Offices

Last Updated: June 11, 2010 (jp).