Client/End User Training Videos
These videos can assist with onboarding clients. Each video addresses a certain functionality and the videos are, by design, short so that customers can bet information on specific subjects quickly.
- All
- Fraud Prevention HQ
- Pro-Chex
- EDI TransAlert
- PDXACH RT/NOC
- C.O.P.S.
- Pro-Tech
- Pro-Tech CR
User Privileges
This video goes over the user privileges within the platform and how to update, edit and alter them.
Client Dashboard
This video goes over the dashboard and the navigation for the client on the platform.
Quickbooks Account Register – Issue File Export
This video will demonstrate how to create an export from QuickBooks Account Register. This is one of the two different methods of exporting check file …
Quickbooks Reports – Issue File Export
This video will demonstrate how to create an export from QuickBooks Reports. This is one of the two different methods of exporting check file data …
