About this course

Franchise Categories

• What are Franchise Categories?
• Fields on the Add Franchise Category Page
• Creating Franchise Categories
• Editing Franchise Categories
• Archiving Franchise Categories

Branches

• What are Branches?
• Fields on the Add Branch Page
• Creating Branches
• Editing Branches
• Printing a List of Branches
• Archiving Branches

Departments

• What are Departments?
• Fields on the Add Department Page
• Creating Departments
• Editing Departments
• Printing a List of Departments
• Archiving Departments

Banks

• What are Banks?
• Fields on the Add Bank Page
• Setting Up Banks
• Bank Code Structures
• Creating a New Bank
• Editing a Bank
• Archiving a Bank

Interest Rates

• What are Interest Rates?
• Fields on the Add Interest Band Page
• Fields on the Add Interest Rate Page
• Adding an Interest Band
• Editing an Interest Band
• Adding an Interest Rate
• Applying Rates to Interest Bands

Deposit Accounts

• What are Deposit Accounts?
• Fields on the Add Deposit Account Page
• A Note on Deposit Account Setup
• Adding a New Deposit Account
• Editing your Deposit Accounts
• Archiving your Deposit Accounts

Periods

• What are Periods?
• Fields on the Add Period Screen
• Adding a New Period Set
• Initialise the Standard Period Set
• Editing your Period Sets
• Archiving Period Sets
• Changing the Current Period

Currencies

• What are Currencies?
• Accessing Currencies through Osprey
• Editing your Currencies
• Activating & Deactivating Currencies
• Major & Minor Units

Countries

• What are Countries?
• Accessing Countries through Osprey
• Editing your Countries
• Activating & Deactivating Countries

Financial Security Setup

• The Financial Security Area
• Adding a Financial Security Template
• Linking your Template to a Financial Area
• Editing a Financial Security Template
• Template Details & Linking Actions
• Deleting a Financial Security Template

Ledger Views

• What are Ledger Views?
• Fields on the Add Ledger View Page
• Adding a Ledger View
• Client Ledger Column
• Re-ordering the Ledger Columns
• Editing a Ledger View
• Deleting a Ledger View

Posting Type Views

• What are Posting Type Views?
• Fields on the Add Posting Type View Page
• Adding a Posting Type View
• Editing a Posting Type View
• Deleting a Posting Type View