Accountek Solutions Inc

Getting Started 10

• Transaction Record Info
• Introduction to Passwords, User Accounts, and Access Privileges
• User Accounts and Access Privileges - Standard Passwords
• User Accounts and Access Privileges - Secure Passwords
• Creating Connected User Accounts and Access Privileges (legacy)

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Email Documents 4

• Getting Started with Email
• Email Templates
• Emailing a Document (no template)
• Batch Emailing

Tips 6

• Connected Reminders and Notifications
• Quick Notes for Adding Files and Short Notes
• Attaching Files and Documents in Connected
• Pinning Transactions
• Using and Linking (Attaching) Files to Notes

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From Our Blog 3

• macOS Monterey and Connected Accounting and ERP
• Windows 11 and Connected Accounting and ERP
• Common Accounting System Errors and How to Avoid Them