Advanced Series Webinar Recap: A-Z Business Interests

In this session, we covered different business types in eMoney and the best practices to showcase business planning in the application.

The presentation of the material in this video may be different than what you saw live, but the content is the same.

Jump ahead using the chapter timestamps shown below:

• Agenda 7:27
• Adding a Business Partner in the Facts 12:01
• Adding Property in the Facts 14:06
• Adding Business Interest in the Facts 15:59
• Business Ownership 23:21
• Reviewing the Reports 31:43
• How to Use Advanced Planning for Businesses 48:15

Additional Resources:

• Adding a Business Interest
• Needs Analysis
• Account Management FAQ

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