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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
Started in the field: 2009Joined the Therap Team: 2023Part of the Following Teams: Regular Provider Small ProviderFavorite Therap Tip/Trick: Export to excel can be so helpful for looking at the data from Therap in different waysFavorite Report: ISP Data ReportFavorite Module: ISP... Read More →
avatar for Nathaniel Hanley

Nathaniel Hanley

Senior Support Specialist, Therap Services
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 exerciseFavorite Therap Tip/Trick: Learn Excel because it makes exporting reports... Read More →
Tuesday February 4, 2025 3:15pm - 4:00pm CST
Kingsley
  Documentation

Attendees (9)


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