There are a number of different training options you can choose to suit your firms needs:
As the bookkeeper will be the person using all areas of eXpd8 accounts, we recommend that training is conducted on deployment of eXpd8 Accounts to ensure the Bookkeeper is able to convert to eXpd8 accounts with minimal disruption. This training can be conducted hourly on-site or remotely depending on what suits you.
As Fee Earners will now have the authority to access the required areas of the accounts, we recommend that they get training to suit the areas of eXpd8 accounts they would like to access and control.
eXpd8 Accounts support does not include account or bookkeeping services to help balance your books.
However if you need assistance with reconciling or day to day bookkeeping you can contact your accountant or we can put you in contact with one of our eXpd8 accounts Bookkeepers.
Register for web-based training or on- site training by emailing us email@example.com
Click here to download the user manual with I.E. 9 version user manual
Click here to download onto an earlier version of I.E. or another browser user manual
This video covers passing clients & matters to accounts.