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

Getting started

Welcome to Osprey

Process Guides
Zendesk Logging Guides
Introduction to Osprey
Welcome to Osprey
Project Planning
System Configuration
Getting Started - Case Worker
Getting Started - Accounts
Getting More From Osprey
Support Guides
Browser
Outlook
Word & Excel
General Setup
Implementation & Setup
Custom Report guides
Integrations
Focused Workflows
Using Osprey

Accounting

Accessing Osprey
Clients & Matters
Time Recording
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
Billing
Month & Year End
CRM6 and 11
Cheques
Purchase Ledgers
VAT
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

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