Training Guides

Here are the guides we have created to help you use our software.

Daily Balancing Guide
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
Parallels Password Update Guide.
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
Year End Document
This is step by step process on how to perform your financial year end.
Thu, 30 May, 2019 at 9:17 AM
New Year Document
This is the step by step process on how to perform your new year calculations.
Thu, 30 May, 2019 at 9:20 AM
Microsoft Azure "Parallels" password reset.
This is the step by step guide on how to reset your Azure password.
Fri, 21 Jun, 2019 at 8:51 AM
Parallels Password Update Guide
These are the steps you take to update your Parallels client password.
Mon, 24 Jun, 2019 at 9:39 AM
File Layouts
These are the layouts for the Mortgage, Attorney files as well as the Fiduciary Payment file.
Wed, 31 Jul, 2019 at 9:32 AM
Parallels TSPrint Guide
  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
Ad Import Guides (R)
See attach for Guides Specific to customers.
Wed, 8 Jan, 2020 at 1:31 PM
Transfer Wizard Guide
       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