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Configuring Financial Categories

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Free

COURSE ID

7

COURSE DESCRIPTION

This course is designed to provide User Administrators with an in-depth view into how to set up commonly used fields that capture key characteristics about your leases. By the end of the course, you will know how to adjust the values that appear in commonly used fields found in various tabs of the lease record. You will then be able to set up your account to meet your organization’s preferences.

 

COURSE MATERIALS

Course Features

  • Lectures 1
  • Quizzes 1
  • Duration 17:19
  • Students 0
  • Assessments Yes
Steven Busch

Customer Success Manager

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Welcome to Training with Visual Lease.  This course is designed to provide you with an understanding of how to configure financial categories, which impact how you capture transaction and journal entry details and export them through Visual Lease and the Visual Lease Accounting Feed.
By the end of the session, you’ll know how to set up financial categories to capture relevant payables and receivables as well as journal entries your company wants to track on your lease and project records.

Let’s get started. Throughout this course, I will toggle between:

The lease record screen which will display the current financial category configuration as it appears on a lease record, and…

The Visual Lease administrator tool, which is where you can change the configuration to meet your needs.

Keep in mind, only Administrator users can access the Administrator tool, and therefore they are the only ones that can change the configuration of financial categories. So if you want to change them based on what you see, feel free to reach out to them!