On-Demand Training Videos

Click below to view samples (best viewed at 1024x768 resolution).

Getting Started (8 videos)
        Installation
        Working with datasets
        Login for the first time
        Change default user & supervisor passwords
        Setup additional users & privileges
        Backup data
        Live update (view sample)
        Using online help
General Ledger (6 videos)
        Setup the chart of accounts
        Record beginning balances
        Cash basis receipts & disbursements
        General journal entries
        Bank reconciliation (view sample)
        Print the trial balance & general ledger
Budgets (5 videos)
        Setup budgets & filter content (view sample)
        Auto create budget records
        Mass update budgets
        Budget allocations
        Print budgets
Budget Revisions (5 videos)
        Revisions .vs. permanent budgets
        Setup budget revisions
        Auto creating budget revisions
        Mass update budget revisions
        Posting revisions to permanent budgets (view sample)
Financial Statements (5 videos)
        Overview
        Filtering and controlling content
        Print sequences of financials (view sample)
        Controlling rows with summaries, subtotals & totals
        Print financial statements
Custom Financials (3 videos)
        Overview
        Controlling which columns display
        Print custom financials (view sample)
Accounts Payable (9 videos)
        Overview
        Setup vendors
        Adding invoices & allocating expenses
        Scheduling invoices for payment (view sample)
        Obtaining FUND E-Z check forms
        Print checks
        MICR check printing
        Adjusting invoices with credit memos
        Print payable reports
        Print 1099’s
Purchasing (5 videos)
        Overview
        Adding purchase orders (view sample)
        Print purchase orders
        Record goods received
        Encumbrance reports
Accounts Receivable (5 videos)
        Overview
        Setup clients
        Adding bills & allocating income
        Adjusting bills with credit memos (view sample)
        Print receivable reports
Client Billing (7 videos)
        Overview
        Setup clients
        Setup billing codes
        Adding orders
        Recurring orders
        Print invoices (view sample)
        Adjustments
Medicaid Billing (14 videos)
        Overview
        Setup provider, sender & receiver info
        Setup service codes & rates
        Setup programs
        Setup clients
        Admitting clients to programs
        Adding claims
        Auto creating claims
        Submitting claim files to the payer
        Viewing the file history
        Importing payer files
        Remittance processing (view sample)
        Rebilling denied claims & mass update
        Archiving claims
Direct Allocations (3 videos)
        Overview
        Setup direct allocations
        Using direct allocations (view sample)
Indirect Allocations (3 videos)
        Overview
        Setup indirect allocations
        Using indirect allocations (view sample)
Fund Raising (8 videos)
        Overview
        Planning & coding
        Setup donors, addresses & salutations
        Adding gifts & donations
        Adding pledges & pledge payments
        Querying data
        Letters, labels & mail merge (view sample)
        General ledger integration
Month-End Processing (6 videos)
        Process recurring/reversing entries (view sample)
        G/L month-end closing
        F/R month-end closing
        Transaction audit report
        Login audit report
        Update transaction tags
Data Access Component (4 videos)
        Overview (view sample)
        Create custom reports using work files
        Create custom reports using module files
        Advanced reporting concepts
Utilities (8 videos)
        Reindex & rebuild files
        Backup & restore data
        Importing data
        Exporting data (view sample)
        System security
        Edit company data
        Change user password
        Remove obsolete data