Resources

Recording of the “MyPTEZ Made Simpler” Webinar Now Available

Whether you are new to MyPTEZ (formerly PTAEZ), the online accounting system for PTAs, or an experienced user looking for more information, you’ll want to review the recording of the “MyPTEZ Made Simpler” webinar, which took place Tuesday, August 25.

CSM, the creator of MyPTEZ, and members of the Leadership Services Commission went over both the basics of MyPTEZ and more advanced topics, including:

  • Deposits and check writing
  • Reporting options
  • Bank reconciliations
  • Uploading documents
  • Accounting for income from third-party systems like PayPal or Square
  • Handling fees related to donations

Click the following Zoom link to watch a recording of the webinarhttps://zoom.us/rec/share/_95rJJTx6kNLEpX80V3eZJUFMKbveaa8hnIZ-_EPmUYopeWcRIDOUP_wqCUST94g (Password: !Mu00ns3)

To view the presentation slides, click here.

To learn more about MyPTEZ, click here.