Phone 866-265-8961

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
Video

User Privileges

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

Read More →
Video

Transaction History

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

Read More →
Video

Client Dashboard

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

Read More →
Video

Client Reports

This video will explains and goes over client reports.

Read More →
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 …

Read More →
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 …

Read More →