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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. 

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  • Fraud Prevention HQ
  • Pro-Chex
  • EDI TransAlert
  • PDXACH RT/NOC
  • C.O.P.S.
  • Bio-Wire
  • Pro-Tech
  • Pro-Tech CR
Video

User Privileges

This video goes over the user privileges within the platform and how to update, edit and alter them.

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Video

Transaction History

This video goes over how to access and see the transaction history.

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Video

Client Dashboard

This video goes over the dashboard and the navigation for the client on the platform.

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Video

Client Reports

This video will explains and goes over client reports.

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Video

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 …

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Video

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 …

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