Infusion Online Videos

Financials Package

Create a new GL Account

Add Standard Notes

Add a User

Accounting Package

Create a Customer

Create a GL Bank Account

Lock a User

Create Customer Invoices

Edit a General Ledger Account

Select Package

User Roles

Navigation

Create Recurring Customer Invoices

Duplicate a General Ledger Account

Add a Staff Member

Delete or Deactivate GL Accounts

Customer Aged Trial Balance

Deactivate a Staff Member

Customer Contract Rates

Edit a Journal

Customer Contacts

General Ledger Account Enquiry

Customer Custom Fields

Create a GL Layout

Customer Delivery Addresses

Delete a GL Group

Create a Cashbook Receipt

Customer Statements

Customer Payment Terms

Edit a Cashbook Receipt

Reverse a Cashbook Receipt

Delete a Customer

Delete, Reverse or Refund a Customer Payment

Create a Recurring Cashbook Receipt

Edit a Recurring Cashbook Receipt

Duplicate a Customer Account

Edit a Recurring Customer Invoices

Create a Cashbook Payment

Invoicing Serial Tracked Products

Edit a Cashbook Payment

Reverse a Cashbook Payment

Make a Customer Inactive

Create a Recurring Cashbook Payment

Pick and Pack Overview

Print Invoice Labels & Packing Slips

Delete a Cashbook Payment

Edit a Recurring Cashbook Payment

Prompt Notes

GST Cashbook Transactions

Put a Customer on Stop Credit

Receive a Customer payment

GST Returns Overview

Set up Head Office Accounts

Prepare a GST Return

View the GST Return Summary

Stale Allocation Payments

Unallocated Customer Payments

Bank Account Enquiry

Create a Direct Credit Batch file

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

Budgets Overview

Add a Budget Type

Create a Budget

Exporting from the General Ledger