Guide Admin
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Activity overview
Latest activity by Guide Admin-
Guide Admin created an article,
Manual Check Printing - Integro Asset Management Group (Earl Accounts)
Contents Before You Start Print Manual Check Print Delivery Sheet Send Pre-Process for VM Batch Before You Start Notify Distribution prior to printing Manual Check. This check will print alongside...
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Guide Admin created an article,
Texas De Brazil- Monthly MED report Request
Towards the end of the month Deonna will email asking for the MED deduction report for all Texas De Brazil accounts if she has not gotten it LINDSEY MULLINS sets a outlook Calendar reminder to sen...
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Guide Admin created an article,
O056 Wheeler Jordan Inc American Funds File Packout
Run the “American Funds File – IRA Upload File “ Verify that it is set to “Most Recent Pay Period” 2.Save file to your desktop as a CSV file.3.Go to the website --> https://fanplan.ssnc.cloud/...
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Guide Admin created an article,
Client Forms: State Tax Business Registration
Overview The purpose of the State Tax Business Registration form is to have a client sign off on SDP registering for a client's State Tax Account on their behalf. This form is used to provide the T...
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Guide Admin created a post,
TEST
THIS IS A TEST CAN YOU SEE THIS
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Guide Admin created an article,
1099 Year End Services (2023 Update)
Overview SDP's 1099 Services 1099 Service Pricing 1099 Service Enrollment Requests Customer Service Support Steps Attached Excel Spreadsheet SDP's 1099 Services We offer 1099 Year End Servi...
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Guide Admin created a post,
What is the community?
The Help Center community consists of posts and comments organized by topic. Posts might include tips, feature requests, or questions. Comments might include observations, clarifications, praise, o...
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Guide Admin created a post,
Which topics should I add to my community?
That depends. If you support several products, you might add a topic for each product. If you have one big product, you might add a topic for each major feature area or task. If you have different ...
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Guide Admin created a post,
How do I get around the community?
You can use search to find answers. You can also browse topics and posts using views and filters. See Getting around the community.
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Guide Admin created a post,
Feature a post
Community Managers and moderators can get traction for certain posts by featuring them in a topic in your Help Center community. Learn more