Pre-Need Finance Reporting

 
This section will look at reports in byondpro that help to understand and review the transactions behind the general ledger balances in Sage 300 or your finance system related to pre-need expenses. 
 
The reports in byondpro may vary from customer to customer, as well as how they appear in a finance system other than Sage 300.
 
The reports in byondpro can be found by hovering over the word Reports on the toolbar and choosing Finance Reports from the drop-down list.
 
Pre-Need Finance Reporting
 
Alternatively, from the home screen, click on the Reports tile and choose the Finance Reports section.
 
Pre-Need Finance Reporting
 
You will be presented with a list of different finance reports.
 
This guide will focus on the following reports:
 
  •  PreNeed Movement
  •  PreNeed Reconciliation by Site
  •  PreNeed Reconciliation
 

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