Articles

Basics & Properties Webinar Series (Week of 11/17/14)

This repeating weekly AccountTECH webinar series will teach you the fundamentals of AccountTECH.

If you’re brand new to AccountTECH, we recommend attending a week before you launch and the week after so you can bring your questions. We’ll schedule your extra private training classes after you launch.

If you’ve been with us for a while, this is a great way to get a refresher and keep up with the latest features.

User Accounts & Company Setup
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AccountTECH Financial Training (Week of 11/13/2014 – 11/21/2014)

This repeating AccountTECH webinar series will teach you the fundamentals of AccountTECH.

If you’re brand new to AccountTECH, we recommend attending a week before you launch and the week after so you can bring your questions. We’ll schedule your extra private training classes after you launch.

If you’ve been with us for a while, this is a great way to get a refresher and keep up with the latest features.

Chart of Accounts & General Ledger
Nov ...

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AccountTECH Basics & Properties Training (Week of 11/10/14)

This repeating weekly AccountTECH webinar series will teach you the fundamentals of AccountTECH.

If you’re brand new to AccountTECH, we recommend attending a week before you launch and the week after so you can bring your questions. We’ll schedule your extra private training classes after you launch.

If you’ve been with us for a while, this is a great way to get a refresher and keep up with the latest features.

User Accounts & Company Setup
Nov ...

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AccountTECH Basics & Properties Training (Week of 11/03/2014)

This repeating weekly AccountTECH webinar series will teach you the fundamentals of AccountTECH.

If you’re brand new to AccountTECH, we recommend attending a week before you launch and the week after so you can bring your questions. We’ll schedule your extra private training classes after you launch.

If you’ve been with us for a while, this is a great way to get a refresher and keep up with the latest features.

User Accounts & Company Setup
Nov ...

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AccountTECH Financial Training (11/03/2014 – 11/14/2014)

This repeating AccountTECH webinar series will teach you the fundamentals of AccountTECH.

If you’re brand new to AccountTECH, we recommend attending a week before you launch and the week after so you can bring your questions. We’ll schedule your extra private training classes after you launch.

If you’ve been with us for a while, this is a great way to get a refresher and keep up with the latest features.

Chart of Accounts & General Ledger
Nov ...

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AccountTECH Financial Training (Week of 10/27/14)

Chart of Accounts & General Ledger
Oct 27, 2014 2:00 PM – 3:00 PM EDT

Agents Vendors Customers
Oct 27, 2014 4:00 PM – 5:00 PM EDT

Payables
Oct 28, 2014 1:00 PM – 2:00 PM EDT

Sales & Receivables and Banking
Oct 28, 2014 3:00 PM – 4:00 PM EDT

Bank Reconciliation
Oct 29, 2014 2:00 PM – 3:00 PM EDT

Agent Invoicing
Oct 29, 2014 4:00 PM – 5:00 PM EDT

Reimbursable Expenses Invoicing
Oct 30, 2014 12:00 ...

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AccountTECH Basics & Properties Training (Week of 10/27/14)

User Accounts & Company Setup
Oct 28, 2014 12:00 PM – 1:00 PM EDT

Listings & Pendings
Oct 28, 2014 4:00 PM – 5:00 PM EDT

The Board
Oct 29, 2014 11:00 AM – 12:00 PM EDT

TransactionPlan Properties & Contacts
Oct 29, 2014 5:00 PM – 6:00 PM EDT

TransactionPlan for Agents
Oct 30, 2014 2:00 PM – 3:00 PM EDT

TransactionPlan Reports
Oct 30, 2014 4:00 PM – 5:00 PM EDT

Transaction Management & Email Campaigns
Oct ...

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AccountTECH Financial Training (Week of 10/20/2014)- Updated Time 10/24

Chart of Accounts & General Ledger 
Oct 20, 2014 12:00 PM – 1:00 PM EDT

Agents Vendors Customers 
Oct 20, 2014 2:00 PM – 3:00 PM EDT

Payables 
Oct 22, 2014 11:00 AM – 12:00 PM EDT

Sales & Receivables and Banking 
Oct 22, 2014 3:00 PM – 4:00 PM EDT

Bank Reconciliation 
Oct 23, 2014 10:00 AM – 11:00 AM EDT

Agent Invoicing 
Oct 23, 2014 4:00 PM – 5:00 PM EDT

Reimbursable Expenses Invoicing 
Oct 24, 2014 ...

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AccountTECH Financial Training (Week of 10/20/14)

Chart of Accounts & General Ledger 
Oct 20, 2014 12:00 PM – 1:00 PM EDT

Agents Vendors Customers 
Oct 20, 2014 2:00 PM – 3:00 PM EDT

Payables 
Oct 22, 2014 11:00 AM – 12:00 PM EDT

Sales & Receivables and Banking 
Oct 22, 2014 3:00 PM – 4:00 PM EDT

Bank Reconciliation 
Oct 23, 2014 10:00 AM – 11:00 AM EDT

Agent Invoicing 
Oct 23, 2014 4:00 PM – 5:00 PM EDT

Reimbursable Expenses Invoicing 
Oct ...

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Introduction to TransactionPlan

This webinar is going to introduce many of the primary features of TransactionPlan to AccountTECH customers.

In this one hour webinar, we will review how to complete tasks that will be familiar to users of AT Perspective, but in this entirely new, html5 design. Attendees will see that the new design makes it much easier and faster to manage your transactions and find/retrieve reports online

Title: Introduction to TransactionPlan
Date: Thursday, September 18, 2014
Time: 3:00 PM – 4:00 PM EDT

Space is limited.
Reserve ...

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