Automation System Settings & Options
In this final video on automation, key options and settings to be aware of to optimize system performance.
Video Tutorial
Click the play button below for a video tutorial.
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- G/L: Introduction & Menu Overview Video (12 mins)
- G/L: Chapter 1 - Accounts Screen Naviation Video (10 mins)
- G/L: Chapter 2 - Adding G/L Accounts Video (9 mins)
- G/L: Chapter 3 - Adding a G/L Segment Video (5 mins)
- G/L: Chapter 4 - Journal Entries Video (10 mins)
- G/L: Chapter 5 - J/E Batches Video (8 mins)
- G/L: Chapter 6 - Recurring J/E's Video (7 mins)
- G/L: Chapter 7 - G/L Settings Video (8 mins)
- G/L: Chapter 8 - Month End Video (6 mins)
- G/L: Chapter 9 - Year End Close Video (5 mins)
- G/L: Chapter 10 - Reporting for General Ledger Video (7 mins)
- General Ledger End of Course Assignment
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- A/P: Introduction Video (2 mins)
- A/P: Chapter 1 - Vendor Screen Navigation Video (14 mins)
- A/P: Chapter 2 - Maintain & Add Vendors Video (7 mins)
- A/P: Chapter 3 - Invoice Batch List Video (7 mins)
- A/P: Chapter 4 - Invoice Entry Video (15 mins)
- A/P: Chapter 5 - Recurring Payables Video (9 mins)
- A/P: Chapter 6 - Payment Batches Video (11 mins)
- A/P: Chapter 7 - Manual Payments Video (8 mins)
- A/P: Chapter 8 - Generating ACH Video (5 mins)
- A/P: Chapter 9 - Positive Pay Video (4 mins)
- A/P: Chapter 10 - Vendor History Video (10 mins)
- A/P: Chapter 11 - A/P General Options Video (7 mins)
- A/P: Chapter 12 - A/P Entry Options Video (9 mins)
- A/P: Chapter 13 - Accounts Payable Reporting Video (8 mins)
- A/P: Chapter 14 - Check Form Alignment (7 mins)
- Accounts Payable End of Course Assignment
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- A/R: Introduction Video (1 min)
- A/R: Chapter 1 - Customer Records Video (8 mins)
- A/R: Chapter 2 - Invoice Entry Video (7 mins)
- A/R: Chapter 3 - Receipt Entry Video (10 mins)
- A/R: Chapter 4 - Cash Application Video (4 mins)
- A/R: Chapter 5 - Customer History, Voids & Write-Offs Video (8 mins)
- A/R: Chapter 6 - Recurring Receivables Video (8 mins)
- A/R: Chapter 7 - Special Forms (Invoices) & Reporting Video (6 mins)
- Accounts Receivable End-of-Course Assignment
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- Reporting Introduction (1 min)
- Reporting: Chapter 1 - Accessing Reports Video (11 mins)
- Reporting: Chapter 2 - Report Folders Video (11 mins)
- Reporting: Chapter 3 - Customizing Reports (Session 1) Video (11 mins)
- Reporting: Chapter 4 - Customizing Reports (Session 2) Video (11 mins)
- Reporting: Chapter 5 - Customizing Reports (Session 3) Video (11 mins)
- Reporting: Chapter 6 - Advanced Reporting Video Tutorial (8 mins)
- Reporting End of Course Assignment
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- Advanced Reporting - Chapter 1 - Intro to Customized Reporting Structure (8 mins)
- Advanced Reporting - Chapter 2 - Building Report Description Structures (12 mins)
- Advanced Reporting - Chapter 3 - Fixing Unclassified Accounts (9 mins)
- Advanced Reporting - Chapter 4 - Custom Report Structures & Sorting (6 mins)
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- Bank Reconciliation: Introduction Video (6 mins)
- Bank Reconciliation: Chapter 1 - Grid Criteria Video (11 mins)
- Bank Reconciliation: Chapter 2 - Clearing Transactions Video (10 mins)
- Bank Reconciliation: Chapter 3 - Adjustments Video (7 mins)
- Bank Reconciliation: Chapter 4 - Buttons & Settings Video (11 mins)
- Bank Reconciliation: Chapter 5 - First Bank Reconciliation Video (7 mins)
- Bank Reconciliation - Chapter 6 - In Closing Video (7 mins)
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- Pulse Bank Reconciliation: Chapter 1 - Introduction (11 mins)
- Pulse Bank Reconciliation: Chapter 2 - Importing Clear Dates to Credit Card & ACH Transactions (11 mins)
- Pulse Bank Reconciliation: Chapter 3 - Deposit References - Cash, Checks & Manual EFT's (9 mins)
- Pulse Bank Reconciliation: Chapter 4 - In Closing (5 mins)
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- Budgets: Chapter 1 - Budget Introduction Video (7 mins)
- Budgets: Chapter 2 - Open Budget Year Video (6 mins)
- Budgets: Chapter 3 - Budget Types Video (4 mins)
- Budgets: Chapter 4 - Budget Entry Screen Setup Video (8 mins)
- Budgets: Chapter 5 - Component Formats (Basic) Video (9 mins)
- Budgets: Chapter 6 - Budget Allocations Video (8 mins)
- Budgets: Chapter 7 - Global Budget Changes Video (8 mins)
- Budgets: Chapter 8 - Budget Reports Video (7 mins)
- Budgets: Chapter 9 - Forecast Concepts Video (7 mins)
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- Adv Budgets: Chapter 1 - Component Formats (Advanced) Video (8 mins)
- Adv Budgets: Chapter 2 - Component Formats (Settings) Video (8 mins)
- Adv Budgets: Chapter 3 - Component Formats (Assignments) Video (8 mins)
- Adv Budgets: Chapter 4 - Advanced Budget Allocations (Session 1) Video (10 mins)
- Adv Budgets: Chapter 5 - Advanced Budget Allocations (Session 2) Video (10 mins)
- Adv Budgets: Chapter 6 - Budget Imports Video (6 mins)
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- Fixed Assets: Chapter 1 - Intro & Object Screen Navigation Video (8 mins)
- Fixed Assets: Chapter 2 - Asset Entry Batches Video (6 mins)
- Fixed Assets: Chapter 3 - Adding Assets Video (11 mins)
- Fixed Assets: Chapter 4 - Accounting Structures Video (11 mins)
- Fixed Assets: Chapter 5 - Asset Tasks (Session 1) Video (11 mins)
- Fixed Assets: Chapter 6 - Asset Tasks (Session 2) Video (7 mins)
- Fixed Assets: Chapter 7 - Reporting & Final Thoughts Video (7 mins)
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- Approvals: Chapter 1 - Introduction to Approvals (6 mins)
- Approvals: Chapter 2 - Approving/Disapproving in the Workflow (11 mins)
- Approvals: Chapter 3 - Workflow Table Setup (Part 1) 13 Mins
- Approvals: Chapter 4 - Workflow Table Setup (Part 2) 8 mins
- Approvals: Chapter 5 - Manage Approval Workflows (10 mins)
- Approvals: Chapter 6 - Advanced Options (10 mins)
- Approvals: Chapter 7 - Final Thoughts & Implementation (5 mins)
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- A/P Automation: Chapter 1 - Introduction to A/P Automation (6 mins)
- A/P Automation: Chapter 2 - Email Inbox (6 mins)
- A/P Automation: Chapter 3 - Working with Invoices (9 mins)
- A/P Automation: Chapter 4 - A/P Automation Template Page Creation (11 mins)
- A/P Automation: Chapter 5 - Template Pages Continued (11 mins)
- A/P Automation: Chapter 6 - System Settings & Options (10 mins)
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- Accounts Payable Overview
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- 1099 Processing
- Generate 1099’s
- 1099 Back of Form
- Tag 1099 by Vendor
- 1099 Electronic Filing
- 1099 Processing for multiple EINs
- Print 1099 Process
- Steps to apply for TCC Code to File 1099s Electronically
- 1099 Processing for first year in SGA Accounting
- 1099 Electronic Filing – (IRS-FIRE) Step by step instructions to upload a file to the IRS-FIRE website
- 1099 Electronic Filing – (IRS-IRIS) Step by step instructions to upload a file to the IRS-IRIS website.
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- Version 13.6 New Features
- Version 13.5 New Features
- Version 13.4 New Features
- Version 13.3 New Features
- Version 13.2 New Features
- Version 13.1 New Features
- Version 13.0 New Features
- Version 12.8 New Features
- Version 12.7 New Features
- Version 12.6 New Features
- Version 12.5 New Features
- Version 12.4 New Features
- Version 12.3 New Features
- Version 12.2 New Features
- Version 12.1 New Features
- Version 12.0 New Features
- Version 11.8 New Features
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- Version 13.6 Bug Fixes
- Version 13.5 Bug Fixes
- Version 13.4 Bug Fixes
- Version 13.3 Bug Fixes
- Version 13.2 Bug Fixes
- Version 13.1 Bug Fixes
- Version 13.0 Bug Fixes
- Version 12.8 Bug Fixes
- Version 12.7 Bug Fixes
- Version 12.6 Bug Fixes
- Version 12.5 Bug Fixes
- Version 12.3 Bug Fixes
- Version 12.2 Bug Fixes
- Version 12.1 Bug Fixes
- Version 12.0 Bug Fixes
- Version 11.8 Bug Fixes
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- Check Form Alignment Video Tutorial (6 mins)
- Create Positive Pay Video Tutorial (5 mins)
- Generating ACH Files Video Tutorial (5 mins)
- Manual Payment Video Tutorial (5 mins)
- Payment Batches Video Tutorial (8 mins)
- Undo a Voided Payment or Voided Invoice Video Tutorial (4 mins)
- Voiding Payments & Invoices Video Tutorial (7 mins)
- 2026 NACHA Changes Video Tutorial (7 mins)
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- Customer Records Video Tutorial (8 mins)
- A/R Invoice Entry Video Tutorial (7 mins)
- A/R Receipt Entry Video Tutorial (9 mins)
- A/R Cash Application Video Tutorial (5 mins)
- A/R Customer History, Voids & Write Offs Video Tutorial (8 mins)
- A/R Recurring Receivables Video Tutorial (8 mins)
- A/R Print Email Invoices & Reports Video Tutorial (6 mins)
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