Videos for Accounting Users

View videos about setting up the chart of accounts and accounting-related features.

To view the videos, click the links below.

Title	Description
Chart of Accounts	Learn how to review and modify accounts in the standard chart of accounts, to suit the needs of your organization.
Set Up Time	Learn how to set up time tracking so that employees can enter, submit, and approve timesheets.
Time and Expense Groups and Categories	Learn how to set up and use time and expense groups and categories.
Set Up Billing	Learn how to set up Billing, including selecting options for preparing and formatting client invoices and tracking revenue and taxes.
Set Up Cash Management	Learn how to set up Cash Management so that your firm can use features related to banks and taxes.
AR Review	Learn how to review accounts receivable data, by billing client, in the Firms hub. You can view invoice data at the summary or detail level, or add comments.