Training Videos

EXCELERATE TECHNOLOGY

ADDING ATTACHMENTS TO TRANSACTIONS

In this training video, Barbara Steinberg will demonstrate how to add files, notes and other attachements to each transaction.

INTER-ACCOUNT TRANSACTIONS

In this training video, Barbara Steinberg will demonstrate how to identify inter-account transactions in less than a minute using a checking account and a saving account.

ADDING CHECK IMAGES TO TRANSACTIONS

In this training video, Barbara Steinberg will demonstrate how to capture a check image then attach the check image to the corresponding transaction.

CREDIT CARD PROCESSING

In this training video, Barbara Steinberg will demonstrate how to process a credit card statement using the Financial investigation Toolkit and Financial Analysis Toolbar.

2 MINUTE DEMONSTRATION

In this 2 minute demonstration video, Barabara Steinberg demonstrates how to convert a bank statement into an error free Excel® worksheet using the Financial Investigation Toolkit and Financial Analysis Toolbar.

PAGE REFERENCE FEATURE

In this training video, Barbara Steinberg will demonstrate how to use the page reference function to add an image of the PDF page to each transaction in the Excel® worksheet. This is helpful during the reconciliation process.

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