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Personal Finance
Tuesday February 4, 2025 3:15pm - 4:00pm CST
Kingsley
Overview of the setup and record keeping of individuals' personal finance transactions, tracking receipts, reporting and reconciliation of accounts
Therap Presenters
avatar for Gavin Darby

Gavin Darby

Senior Support Specialist, Therap Services, LLC
Started in the field: 2009 Joined the Therap Team: 2023 Part of the Following Teams: Regular Provider Small Provider Favorite Therap Tip/Trick: Export to excel can be so helpful for looking at the data from Therap in different ways Favorite Report: ISP Data Report Favorite Modul... Read More →
avatar for Nathaniel Hanley

Nathaniel Hanley

Senior Support Specialist, Therap Services, LLC
Started in the field: 2010Joined the Therap Team: 2022Part of the Following Teams: Digital Transformation Most Memorable Therap Trip: Pursue the Clues in Torrington, CT. It was a great team-building exercise Favorite Therap Tip/Trick: Learn Excel because it makes exporting reports... Read More →
Tuesday February 4, 2025 3:15pm - 4:00pm CST
Kingsley
  Documentation

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