Mclowd’s main tab menu enables quick and easy access to forms for recording the most commonly performed transactions. Additional options on the Setup Menu (located top right of the screen) enable you to perform account maintenance tasks such as viewing the General Ledger account balances (Accounting), entering Journals, entering Receivables, and managing Financial Periods.
To access these options, open the Setup Menu.
This chapter covers four maintenance tasks:
Fund Setup is covered in Section 3: Fund Setup.
Taxable Income is covered in Section 11: Year End.
Bank Data Feeds is covered in Section 10: Bank Data Feeds
Investment Stragety and Marketplace are links to other sections of the Mclowd website, where services are offered.
Mclowd Account is covered in Section 1.