Email Inbox
This video goes through working with the email inbox and managing the inflow and processing of invoice attachments into the email inbox.
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)
Last Modified on 09/14/2026 2:25 pm EDT
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