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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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  • Pro-Tech CR
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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Video

Payee Positive Pay Tips & Best Practices

For client users to have the best user experience possible, this video will outline some best practices to help make your PRO-CHEX payee positive pay …

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Video

Reconciliation Reports and Reconciliation Periods

PRO-CHEX provides Active Reconcilement, an Enterprise feature, designed for a user to compare the actions taken in PRO-CHEX against a company’s internal accounting system and …

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Video

Reports

PRO-CHEX provides a variety of report options. Created reports are available to access for one year. This video provides information on the Adjusted Items Report …

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Video

Scheduled Reports

PRO-CHEX provides a variety of report options. This video will provide information on the Scheduled Reports available through the system.

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