Introduction
Our January 2025 LegFi webinar covers all the tools in LegFi that help admin and officers of organizations manage their finances.
Audience
This webinar is perfect for LegFi users with Admin permissions that will be responsible for managing finances for their organization.
Topics
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Chart of Accounts
Learn how to set up a personalized chart of accounts for your organization, or where you can view the default accounts that are set when your LegFi account was created.
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Budgets
Build a budget using the revenue and expense categories you created under your chart of accounts, and learn how LegFi will pull data from payments and transactions to automatically adjust your budget widget.
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Treasury Accounts and Cards
Discover the benefits of creating Treasury Accounts and Cards at no additional cost to your chapter, and how LegFi can easily read the transactions in these accounts and apply them to your budget.
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Transactions
Assign Expense and Revenue categories to your transactions, and upload receipts to your Treasury Card purchases.
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Payables
Learn about some of Payables basic features including adding Payees and sending Bills to your vendors.
Webinar Recording