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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.