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ACCOUNTING: 8400 New Features (8257 and lower)
Accounting 8400 New Features - Upgrade from 8256 or lower versions
About the Upgrade and New Features (5:21)
Setting Up Email Accounts
Set up Email in 8400 (3:11)
Assigning an SMTP Email Profile to an Employee (1:24)
Message History Report (0:41)
Download: Setup App Password for GMail Email Address - PDF
Download: Setup App Password for Microsoft/Office Email Address- PDF
Download: Identifying your SMTP Information - PDF
Download: Micro Key no longer supports sending through Outlook - PDF
Setting Up Billing Cycles
Overview of Billing Cycles (6:57)
Turning on Billing Cycles (1:19)
Creating Billing Cycles (11:37)
Assign a Billing Cycle to a Recurring Revenue Record (2:19)
Review Billing Cycles Report (1:57)
Accounts Receivable
Address Verification (1:13)
Ending a Fixed Term Recurring Revenue Record (1:14)
Suspended Invoice Clean Up (2:29)
New Pay Method Features (3:14)
Dealer Billing and Tiered Billing (5:05)
Review Deleted Entities (4:40)
Receipt/Automatic Refund for IES/SkyBank (3:32)
Set Up 'PayPoint Click to Pay' Link in Signature
How to Turn on the Click to Pay Link: Video for those with PayPoint (5:27)
Copy HTML Code and Send it to Yourself
Accounts Payable
Unreconciliation for Bank or Credit Card (1:25)
Credit Card Transactions Import (1:19)
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Overview of Billing Cycles
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