Tutorials and Videos are designed to help you use the financial applications in an efficient way.
Links are provided where Essential tutorials are available. These serve as Step-by-Step instructions for accomplishing common tasks.
The other links are Frequently Asked Question (FAQ) tutorials which answer specific questions concerning the Financials. There are also other videos listed that are not part of the Essentials or FAQ tutorials.
A Watch Video link displays if one is available.
Getting Started
| Type |
Article Title |
Video |
| Essential Tutorial | Getting Started Essentials | Watch Video |
General Ledger
| Type |
Link to Article |
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