Training Videos
Introduction to Accrisoft Freedom
Getting Started with Accrisoft Academy - 02:02
Course Topics - 00:30
Visual Overview - 02:48
System Basics - Part 1 - 02:15
System Basics - Part 2 - 03:34
Viewing Data - 04:00
Entering Data - 03:58
Reports - 04:21
Cash Receipts Module
Module Overview - 01:41
Adding a Payment - 04:16
Adding a Refund - 03:28
Adding a Credit Memo - 03:43
Details Tab - 02:31
Trades - 09:18
Engagement Module
Module Overview - 01:44
Reports - 04:49
Non-Engagement - 03:52
KPIs and Recipes - 08:16
Events Module
Module Overview - 05:46
Adding a New Event - 08:20
Event Tickets - 08:38
Event Registrations - 08:41
Seating Chart - 03:57
Registration Forms - 04:39
Invitees - 03:27
General Items
Using Categories - 06:52
Views, Reports and Settings - 07:23
Invoices Module
Module Overview - 08:25
Invoice Types - 02:34
Adding a New Invoice - 09:17
The Action Menu - 07:48
Web Pages Module
Module Overview - 03:56
Editing Web Pages - 05:09
Adding a New Web Page - Part 1 - 04:21
Adding a New Web Page - Part 2 - 07:11
Adding a New Web Page - Part 3 - 04:24
Adding a New Web Page - Part 4 - 04:36
Reports and Settings - 04:03
Reservations Module
Module Overview - 01:17
Reservations Tab - 07:12
Resources Tab - 06:19
Setup Tab - 03:04
Accounting Module
Chart of Accounts Tab - 09:35
Deferred Revenue Projected Tab - 06:20
Deferred Revenue Setup and Categories - 08:28
Contact Database Module
Contact Detail - Part 1 - 08:48
Contact Detail - Part 2 - 09:23
Contact Detail - Part 3 - 08:17
Time Tracking in History Items - 08:14 NEW
Password Manager Tab - 03:49
Data Manager Module
Attic Tab - 03:43
Archiving and Deleting Contacts - 05:33
Merge Subtab - 08:51
Conflicts Tab - 07:38
Field Lookup Purifier - 04:50
Pages Module
Pages Module - Pages Tab - Part 1 - 03:55
Pages Module - Pages Tab - Part 2 - 09:43
Pages Module - Pages Tab - Part 3 - 04:42
Components Tab - 03:55
Forms Module
Forms Module Introduction - 01:30
Web Forms Tab - 02:26
Creating a Basic Web Form - Part 1 - 09:00
Creating a Basic Web Form - Part 2 - 07:42
Creating a Basic Web Form - Part 3 - 08:35
Creating a Basic Web Form - Part 4 - 07:17
Forms Module - Multi-Page Forms Part 1 - 05:32
Forms Module - Multi-Page Forms Part 2 - 05:44
Advanced Forms - 09:21
RETS Module
RETS Module - Servers Tab - 04:02
RETS Module - Queries Tab - 07:35
RETS Module - Mapping Tab - 08:04
Accounting Module - Batching
Batching - Unapproved SubTab - Part 1 - 09:01
Batching - Unapproved SubTab - Part 2 - 04:44
Batching - Manager SubTab - 01:52
Batching - Mapping SubTab - 07:08
Email Marketing
Email Marketing - Excludelist - 04:33
Email Marketing Templates - Classic Editor Pt 1 - 05:34
Email Marketing Templates - Classic Editor Pt 2 - 08:38
Email Marketing Templates - New Editor Pt 1 - 08:58
Email Marketing Templates - New Editor Pt 2 - 09:09
History Tab (New Freedom Only) - 08:36
Email Marketing - Lists - 03:11
Email Marketing - Blacklist - 05:51
Banner Ads Module
Banners Tab - Part 1 - 07:59
Banners Tab - Part 2 - 06:57
Banners Tab - Part 3 - 08:41
Customer Care
Customer Care Support Portal Part 1 - 08:05
Customer Care Support Portal Part 2 - 07:01
News Module
News Module - Part 1 - 06:17
News Module - Part 2 - 03:15
Receivables Module
Creating Statements - 05:35
New Finance: Ledger Card
Introduction to New Finance - 11:24
Billing Items: Overview - 02:36
Billing Items: Creating a Draft Billing Item - 04:38
Billing Items: Deleting Draft and Proforma Items - 02:06
Billing Items: Posting Draft Billing Items - 02:11
Billing Items: Setting a Billing Date - 03:35
Billing Items: Setting a Due Date - 02:11
Billing Items: Paying a Single Billing Item - 05:28
Billing Items: Paying for Multiple Billing Items - 04:54
Billing Items: Voiding a Billing Item - 02:57
Billing Items: Adding Billing Items to Invoices - 03:36
Billing Items: Adding Discounts to Billing Items - 03:59
Billing Items: Creating a Recurring Item - 05:17
Billing Items: Creating a Deferral Schedule - 02:19
Cash Receipts: Creating an Unapplied Payment - 01:37
Cash Receipts: Redeeming a Gift Card - 01:15
Cash Receipts: Refunding a Payment - 03:31
Cash Receipts: Unapplying a Payment - 02:22
Invoices: Old vs New Finance - 02:13
Invoices: Create Invoice - 02:45
Invoices: Paying an Invoice - 01:20
Invoices: Email Invoices - 01:30
Invoices: Download Invoice - 01:01
Recurring: How to View and Edit Recurring Schedule - 02:52
Recurring: Updating recurring schedule status - 02:59
Recurring: Changing Payment Method on a Recurring Schedule - 02:26
Recurring: Retry a failed recurring schedule - 02:08
Recurring: Adding a Discount to a Recurring Schedule - 01:52
Recurring: Modifying the Price of a Recurring Schedule - 01:37
Recurring: Modifying the Price of a Recurring Schedule - 01:37
Deferrals: How to Change the Status of Your Deferral Schedules - 02:17
Deferrals: Editing Deferral Schedules - 01:58
New Finance: Chart of Accounts
Chart of Accounts: Adding and Editing Account Codes - 01:36
Chart of Accounts: Assigning Account Codes to SKUs - 01:55
Chart of Accounts: Restoring the Default Account Code Mapping - 01:53
Chart of Accounts: Editing Product SKUs - 01:28
New Finance: Automation
Automation: Setting up a Deferral Automation - 04:22
Automation: Using Automated Deferrals - 04:11
New Finance: Gift Cards
Gift Cards: Creating a Gift Card - 02:38
Gift Cards: Activating and Paying for a Gift Card - 02:25
Gift Cards: Voiding Gift Cards - 02:50
New Finance: Point of Sale
Point of Sale: Overview - 01:37
Point of Sale: Adding an Order - 05:22
New Finance: Vouchers
Vouchers: Adding a New Voucher Order - 03:52
New Finance: Events
Events: Adding Single Ticket Orders - 03:25
New Finance: Membership Dues
Membership Dues: Add Member - 06:04
Membership Dues: Renewing a Member - 03:56
Membership Dues: Changing Membership Level - 02:37
Membership Dues: Setting up a Recurring Dues SKU - 01:27
Membership Dues: How to Cancel a Membership - 02:22
Memership Dues: How to Freeze and Unfreeze a Membership - 05:00