{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/94359331e163405fa63b13247f0cdcf6\" frameborder=\"0\" width=\"1644\" height=\"1233\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1233,"width":1644,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1233,"thumbnail_width":1644,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/94359331e163405fa63b13247f0cdcf6-3be55c7c512c0d73.gif","duration":476.1299,"title":"Setting Up and Using Month End Close Reports 📊","description":"In this video, I walk you through setting up and using the month-in-close reports, which are designed to help our firm quickly identify transactions that may need additional review. I demonstrate how to customize the reports by toggling off irrelevant ones, adjusting settings, and modifying transaction details. Additionally, I show you how to integrate these reports into your projects for a more streamlined workflow. Please take action by configuring your reports and settings as discussed, so we can enhance our efficiency moving forward. Remember to utilize the auto reminders for client notifications and keep everything organized within your project tasks."}