Infusion Online Videos

Financials Package

Create a Customer

Create a new GL Account

Accounting Package

Customer Payment Terms

Create a GL Bank Account

Customer Contract Rates

Edit a General Ledger Account

Select Package

Navigation

Customer Contacts

Delete or Deactivate GL Accounts

Customer Delivery Addresses

Create a GL Layout

Customer Custom Fields

Delete a GL Group

Create Customer Invoices

Create a Cashbook Receipt

Create Recurring Customer Invoices

Reverse a Cashbook Receipt

Edit a Recurring Customer Invoices

Create a Recurring Cashbook Receipt

Invoicing Serial Tracked Products

Edit a Recurring Cashbook Receipt

Print Invoice Labels & Packing Slips

Create a Cashbook Payment

Receive a Customer payment

Reverse a Cashbook Payment

Delete, Reverse or Refund a Customer Payment

Create a Recurring Cashbook Payment

Unallocated Customer Payments

Edit a Recurring Cashbook Payment

GST Cashbook Transactions

Import a Bank File

Cancel a Bank Import

Reconcile Bank Transaction

Close Off a Bank Reconciliation

Search within a Reconciliation

Edit Reconciliation details

Split a Transaction

Reconcile one Bank Transaction to multiple Transactions

Create a Bank Deposit

Create a Funds Transfer

Journals Overview

Create a Standard or Opening Journal

Create an Accrual Journal

Create a Recurring Journal

Convert a Journal

Reverse a Journal