Osprey Academy - Customer Support & Training

Book Training

Improve your knowledge of Osprey with our free, unlimited online training courses

Recommended for Accounts Supervisors and System Supervisors

Delivered online via video conference

Duration is 90 minutes

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


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


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


  • 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


  • 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


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


  • 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