Training Guides
Here are the guides we have created to help you use our software.
This is a how to guide on what reports to run to perform your day to day balancing.
Wed, 13 Mar, 2019 at 11:03 AM
This is the quick how to guide when updating the Parallels password. This would be done after you reset your Azure credentials.
Fri, 22 Mar, 2019 at 3:34 PM
This is step by step process on how to perform your financial year end.
Thu, 30 May, 2019 at 9:17 AM
This is the step by step process on how to perform your new year calculations.
Thu, 30 May, 2019 at 9:20 AM
This is the step by step guide on how to reset your Azure password.
Fri, 21 Jun, 2019 at 8:51 AM
These are the steps you take to update your Parallels client password.
Mon, 24 Jun, 2019 at 9:39 AM
These are the layouts for the Mortgage, Attorney files as well as the Fiduciary Payment file.
Wed, 31 Jul, 2019 at 9:32 AM
The following steps explain how to download and install the TS Print Client. This process must be performed on all workstations using Parallels. B...
Wed, 15 Jan, 2020 at 12:25 PM
Transfer Wizard Guide First go to payments then batches and open a reapply batch. 2. Then go to payments, a...
Fri, 30 Apr, 2021 at 11:27 AM