Monthly Processing Tutorials

The tutorials in this section review Compass ways to load historical financial data in the program.

Budget Compass Monthly Download (9:41)

Learn how DataBridge is the part of Compass that automates the process of reading data files extracted from your other data
processing systems.

Click on the links below to view and download Compass training materials.

Budget Compass Monthly Download Checklist

Add a New Account (15:02)

Learn how to add a new account to your Compas Chart of Accounts


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