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 |
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Learn how to review and modify accounts in the standard chart of accounts, to suit the needs of your organization. |
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Learn how to set up time tracking so that employees can enter, submit, and approve timesheets. |
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Learn how to set up and use time and expense groups and categories. |
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Learn how to set up Billing, including selecting options for preparing and formatting client invoices and tracking revenue and taxes. |
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Learn how to set up Cash Management so that your firm can use features related to banks and taxes. |
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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. |