Huge thanks to those who joined our training today, and to Anne, Matthew, and Ruth from our Vendor team for showing us how to modify a customer and set up EFT for both vendors and customers in FINET! Your questions were fantastic! We hope you feel more confident modifying a customer. For those who were unable to attend, you can view it from YouTube here, or you can click on the calendar invite and view the video and attached notes from the training.
Here’s a few link to a helpful resource:
Friendly reminder, we will be changing this meeting to the same day, the third Thursday of the month but starting at 11am.