Osprey Academy - Customer Support & Training

Using Osprey

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

Process Guides

Staff Only

Zendesk Logging Guides

Support Guides

Implementation & Setup

Custom Report guides

Getting started

Welcome to Osprey

Installing Osprey

Convert2Client

Zendesk Logging Guides

Introduction to Osprey

Welcome to Osprey

Installing Osprey

Convert2Client

Project Planning

Integrations

Focused Workflows

Support Guides

Browser

Outlook

Word & Excel

General Setup

Convert2Client

Implementation & Setup

Custom Report guides

Focused Workflows

Using Osprey

Accounting

Accessing Osprey

Clients & Matters

Time Recording

Client Ledgers

Case Management

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

VAT

Purchase Ledgers

Billing

Month & Year End

CRM6 and 11

Cheques

Nominal Ledgers

Client Ledgers

Banks & Petty Cash

Office Suite

Office 365

Case Management

Internet

Troubleshooting

Browser and operating system issues

Emails

Miscellaneous

Uncategorized

Configure Osprey

Financial Setup

Portal Setup

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