Osprey Academy - Customer Support & Training

Using Osprey

Learn how to use Osprey to manage your day-to-day operations and processes

Staff Only

Zendesk Logging Guides

Support Guides

Implementation & Setup

Custom Report guides

Process Guides
Zendesk Logging Guides
Support Guides
Implementation & Setup
Custom Report guides
Focused Workflows
Using Osprey

Onboarding

Introduction to Osprey
Best practices for using Osprey
Clients & Matters
New Era
Time Recording
Onboarding
Accessing Osprey
Case Management
Client Ledgers
Portal
Reports
Accounting
Mobile & Add-ins
Compliance
Browser
Smart Actions
App
Convert2Client
Browser
Browser
App
Browser
Financial Management
Client Financial
Other Financial
Analysis
Time
Miscellaneous
CRM6 and 11
Cheques
Purchase Ledgers
VAT
Billing
Month & Year End
Nominal Ledgers
Client Ledgers
Banks & Petty Cash
Office Suite
Office 365
Getting started

Welcome to Osprey

Welcome to Osprey
Project Planning & Onboarding
System Configuration
Getting Started - Case Worker
Getting Started - Accounts
Getting More From Osprey
Browser
Outlook
Word & Excel
General Setup
Integrations
Case Management
Internet
Troubleshooting
Browser and operating system issues
Emails
Miscellaneous
Uncategorized
Configure Osprey
Code Setup
System Setup
Financial Setup
Case Management
User Design
Tools & Utilities
Financial Periods
User Access
Include Documents
Integrations
Portal Setup
Report Writer
App
Browser