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Financial Management Learning Center

Our Financial Learning Center is here to provide you with videos and downloads to help you get the most out of your software. Watch complete demonstration videos presented by our knowledgeable staff or search for software tutorials. Have questions? Feel free to get in touch.

Financial Management Tutorials

Transferring a Bill Balance

Transferring a Bill Balance

Transferring a total bill balance from one account to another
Creating an Interest Allocation Journal Entry

Creating an Interest Allocation Journal Entry

Using the Interest Allocation Entry task to record Interest earned on a bank statement
Year End 1099 Process

Year End 1099 Process

Process of issuing 1099 for applicable vendors. 

Voiding a Journalized Invoice

Voiding a Journalized Invoice

Voiding an invoice that has been journalized

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Reporting has absolutely made our balancing to the General Ledger so much easier. The software is straightforward making it so much easier for end users to move from application to application.
Diane Johnson, Systems Administrator

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Featured Tutorial

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Employee Self Service

Employee Self Service

Employees can view prior checks, request changes to personal employment information, check leave balances, etc.

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