User Training Sessons On-Demand

This training will focus on how to handle customers that share a TIN. Through our Multiple Tax Entities process, often shortened to MTEs, you can choose when customer records should be combined, and when a record should have a separate customer page in AccuAccount. I'll walk you through the process, reviewing different scenarios, and how they should be resolved.

After registering you will receive a confirmation email containing information about joining the training.

This training will focus on Flex Fields, which are customizable data fields that show on the customer page. These fields will allow you to expand the information you are able to track and use in AccuAccount, and they are available in Dynamic reports, expanding your reporting options as well.

After registering you will receive a confirmation email containing information about joining the training.

This training will focus on the Purge functions in AccuAccount. Purging records and documents that are past their retention period is an important process, and a great way to free up space on the server. I'll walk through Purge Permissions, how to setup Purge Rules, using the Purge Report, and executing Purge to permanently delete records you no longer need to keep.

After registering you will receive a confirmation email containing information about joining the training.

This training will focus on the System Logs Report in Dynamic Reporting. This report is a fantastic tool for monitoring several backend processes for AccuAccount, and is a great place to begin troubleshooting when a process is not completing or functioning as it should. We'll review how to access and build this report, as well as the types of information available.

After registering you will receive a confirmation email containing information about joining the training.

This training will focus on the Notice Letter functions in AccuAccount. We will review how to create Notice Letter templates, how to view or change which exceptions will be used to generate notices, as well as how to view and send Notice Letters when they are ready.

After registering you will receive a confirmation email containing information about joining the training.