TRAINING 

TRAINING VIDEO HUB

Below you'll find walkthrough content and tutorials covering everything from viewing your accounts, accessing your client details within Accounts Portals, how to use other helpful apps and much more.

We like to get to know our clients well, so that we can tailor our services to meet their specific requirements, providing a friendly, approachable and professional service.  Offering resources to make sure our clients are confident in using software and apps that we recommend is important to us. You'll find everything you need right here in the training hub.
 

Training Videos

Using the Accounts Portal
Basic Training

Accounts Portal
Overview

Accounts Portal
Sales

Accounts Portal
How To Add Contacts

Accounts Portal
How To Import A Bank Account

Accounts Portal
Banking - Making & Receiving Payments

Accounts Portal
Customer & Supplier Statements

Accounts Portal
Stock Control

Accounts Portal
Products & Services

Accounts Portal
Adding A Logo &
Branding To Templates

Accounts Portal
Reports

 

BrightPay Contracts
An Introduction

What is BrightPlay?

An overview of BrightPay Contracts from the team on their services and the benefits for employers and employees.
 

BrightPay Connect
Basic Training

BrightPay Connect 
For Employers

Learn more about how to use BrightPay Connect as an employer and the ins and outs of how the cloud backup service can help your business and day-to-day.

 

BrightPay Connect For Employees

Explore the benefits of BrightPay Connect for Employees.

 

BrightPay Connect
Employee App

Learn the ins-and-outs of using the BrightPay Connect app as an employee. 

 

Smart Receipts
App Training

First Time Set-Up 

Get started and set-up quickly and easily with the Smart Receipts App if you're using it for the first time.

 

Sending Receipts

Learn how to easily send receipts and documents to us using the in-app functions of the Smart Receipts App.

 

 
 

AIM GB Website
Basic Training

New Website & Training Area

Learn the ins-and-outs of using our brand new website and training area.

 

 

Docusign
Basic Training

Intro & Set-Up

Learn the ins-and-outs of using Docusign if you're signing a document with an eSignature for the first time.

 

How To Use + Using
the Mobile App

A more in-depth look at how to use docusign as well as how to start using the mobile app on the go.

 

 

Accountacy Manager
Basic Training

Intro & Set-Up
An Introduction

If you're using Accountancy Manager for the first time, watch this helpful video that takes you through the ins and outs of how to navigate the Online Portal.

 

 

Nest
Basic Training

Getting Started 
Introduction to Nest

If it's your first time using Nest, don't worry - it couldn't be easier. Here's a handy video to get yourself started if it's your first time.

 

Your Online Nest Account 
How to Activate

A quick and easy walkthrough of how to activate your online Nest Account.

 

Transfer Money
Into Nest

Watch this helpful walkthrough before transferring your money into Nest for the first time.

 

Transfer Money
Out of Nest

Watch this helpful walkthrough before transferring your money out of Nest for the first time.

 

Retirement Options
Overview

Exploring options around your retirement? Watch this helpful overview from Nest on what options are available.

 

Nest Retirement
Date Funds

Exploring options around your retirement? Watch this helpful overview from Nest on what options are available.

 

Your Nest Pension
Nominations

Exploring options around your retirement? Watch this helpful overview from Nest on what options are available.

 

Investing
With Nest

Learn more on investing with Nest
 

 

Microsoft Teams
Basic Training

Your First Meeting 
How to Join

New to Microsoft Teams? Watch this quick and easy overview on how to set up your first meeting so you're prepared and ready for your first meeting.

 

Video & Screensharing

Learn the ins-and-outs of setting up Microsoft teams for your videos and screenshare moments.

 

 

WhatsApp Business
Basic Training

Build a Profile
On WhatsApp Business

Learn the ins-and-outs of using WhatsApp Business.

 

How to Use Catalog
On WhatsApp Business

Learn the ins-and-outs of using WhatsApp Business.

 

 

How To Guides
Additional Help

Limited Companies

Learn the ins-and-outs of Limited Companies.

 

Self-Employed

Learn the ins-and-outs of being Self Employed.

 

Landlords

Learn the ins-and-outs of Landlords.

 

CIS

Learn the ins-and-outs of CIS.