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Tutorials & Videos

 

         

 

 

Tutorials & Videos

Tutorials and Videos are designed to help you use the financial applications in an efficient way. The Essential tutorials serve as step-by-step instructions for accomplishing common tasks. They are indicated with a Check Mark  icon. The other links are Frequently Asked Question tutorials which answer specific questions concerning the Financials. There are also other videos listed that are not part of the Essentials or FAQ tutorials.

 

NOTE: Click the blue link to view the tutorial or click the Video  icon to view the video.

 

 

Getting Started

 Getting Started

 

General Ledger

 

 Overview

 Modify Account Structure and Accounts

 Enter Opening Balances

 Enter a Budget

 Process a Journal

 

 How do I copy the chart of accounts?

 

 How do I enter next year's budget?

 

 How do I run a report for one department?

 

 How do I add or change account numbers across departments?

 

 How do I modify my budget in Excel?

 

Bank Account Management

 

 Overview

 Setup a Bank Account

 Reconcile a Bank Statement

 

 How do I adjust check alignment?

 

 How do I set up a Positive Pay file layout?

 

Accounts Payable

 

 Overview

 Add a Vendor

 Process an Invoice

 Process a Credit Card Transaction

 

 How do I import credit card transactions?

 

 How do I void a check?

 

 How do I change the Bank Account for an Invoice?

 

 How do I change the Vendor for an Unpaid Invoice?

 

Payroll

 

 Overview

 Setup Compensations and Deductions

 Add an Employee

 Process Payroll

 

 How do I void a check?

 

 ACA Reporting

 

Accounts Receivable

 

 Enter an Invoice

 

 Manage Unposted Invoices

 

 Modify a Revenue Center

 

 Modify Item Information

 

Purchasing Management

 

 Overview

 

 Modify an Approval Path

 

 Enter a Request

 

 Manage Requests

 

 Apply Purchase Order to Invoice in AP

 

Fixed Assets

 

 Overview

 

 Modify Asset Information

 

Security

 

 Security Setup - Overview

 

 Security Setup - Adding Users

 

 Security Setup - Task Roles

 

Other

 

 Accessing the Portal

 

 Tips for using the Financials

 

 

Compiled on 8/28/2017 8:42:20 AM