Tutorials and videos help you use the financial applications efficiently. Essential tutorials provide step-by-step instructions for common tasks. FAQ tutorials answer specific questions about the Financials. Additional videos outside these categories are also listed. A Watch Video link displays when one is available.
Getting Started
| Type | Article Title | Video |
|---|---|---|
| Essential Tutorial | Getting Started Essentials | Watch Video |
General Ledger
| Type | Article Title | Video |
|---|---|---|
| Article | Overview | Watch Video |
| Video Only | 101 Financials - Chart of Accounts (Free Course) | Watch Video |
| Essential Tutorial | Modify Account Structure and Accounts | Watch Video |
| Essential Tutorial | Enter Opening Balances | Watch Video |
| Essential Tutorial | Enter a Budget | Watch Video |
| Essential Tutorial | Process a Journal | Watch Video |
| FAQ | How do I copy the chart of accounts? | Watch Video |
| FAQ | How do I enter next year's budget? | Watch Video |
| FAQ | How do I run a report for one department? | Watch Video |
| FAQ | How do I add or change account numbers across departments? | Watch Video |
| FAQ | How do I modify my budget in Excel? | Watch Video |
Bank Account Management
| Type | Article Title | Video |
|---|---|---|
| Article | Overview | Watch Video |
| Essential Tutorial | Setup a Bank Account | Watch Video |
| Essential Tutorial | Reconcile a Bank Statement | Watch Video |
| FAQ | How do I adjust check alignment? | Watch Video |
| FAQ | How do I set up a Positive Pay file layout? | Watch Video |
Accounts Payable
| Type | Article Title | Video |
|---|---|---|
| Article | Overview | Watch Video |
| Essential Tutorial | Add a Vendor | Watch Video |
| Essential Tutorial | Process an Invoice | Watch Video |
| Essential Tutorial | Process a Credit Card Transaction | Watch Video |
| FAQ | How do I import credit card transactions? | Watch Video |
| FAQ | How do I void a check? | Watch Video |
| FAQ | How do I change the Bank Account for an Invoice? | Watch Video |
| FAQ | How do I change the Vendor for an Unpaid Invoice? | Watch Video |
Payroll
| Type | Article Title | Video |
|---|---|---|
| Article | Overview | Watch Video |
| Essential Tutorial | Setup Compensations and Deductions | Watch Video |
| Essential Tutorial | Add an Employee | Watch Video |
| Essential Tutorial | Process Payroll | Watch Video |
| FAQ | How do I void a check? | Watch Video |
| FAQ | How do I manage Time-Off requests? | |
| FAQ | How do I adjust W2 amounts? | |
| FAQ | How do I adjust Employer Paid Health Care Value on a W2? | |
| FAQ | How do I process an employee bonus check? | |
| FAQ | How do I add a Minister? | Watch Video |
| Reports | ACA Reporting | Watch Video |
Accounts Receivable
| Type | Article Title | Video |
|---|---|---|
| Article | Overview | |
| Article | Enter an Invoice | Watch Video |
| Article | Manage Unposted Invoices | Watch Video |
| Article | Modify a Revenue Center | Watch Video |
| Article | Modify Item Information | Watch Video |
Purchasing Management
| Type | Article Title | Video |
|---|---|---|
| Article | Overview | Watch Video |
| Article | Modify an Approval Path | Watch Video |
| Article | Enter a Request | Watch Video |
| Article | Manage Requests | Watch Video |
| Video Only | Apply Purchase Order to Invoice in AP | Watch Video |
Fixed Assets
| Type | Article Title | Video |
|---|---|---|
| Article | Overview | Watch Video |
| Article | Modify Asset Information | Watch Video |
Security
| Type | Article Title | Video |
|---|---|---|
| Video Only | Security Setup - Overview | Watch Video |
| Article | Security Setup - Adding Users | Watch Video |
| Article | Security Setup - Task Roles | Watch Video |
Other
| Type | Article Title | Video |
|---|---|---|
| Resources | Accessing the Portal | Watch Video |
| FAQ | Tips for using the Financials | Watch Video |
Updated