video1.0<iframe src="https://www.loom.com/embed/3674965ad6224e40b1d31d51e7a6b7e7" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3674965ad6224e40b1d31d51e7a6b7e7-c7a64409c867a22f.gif240.982Good morning Patricia. I asked you to send out the financials for the clients in Keeper and Double, using the most up to date client log you reviewed in training. For March clients that are done, send the financials through March, and if they are through February, include February too. I walked you through Keeper reporting updates, including setting branding, adding a table of contents with profit and loss for the month, and enabling top 10 vendors and customers. Publish to notify the client by email, using the reports email account.