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We have/and are in the process of moving all our ELF forms to PDF!
W2s ✅
1099s ✅
AP Checks ✅
EFT/Checks ✅
POs ☑️ (going live now)
Process of editing signatures and updating logos at Clay.
This is a high level overview of what we have learned along the way, mistakes you can avoid and best practices we have learned.
Purchase Installation
System Setup
Statement Import
Reconciliation
Workflow
AP Import
Reporting
Distribution Posting Strategy