NetComm, Inc.

Account Setup 4

• Download the Excel Add-In
• Account Strucutre Column Preferences
• Transaction Screen Column Preferences
• User Preferences

Beacon Finance Basics 5

• How to Search for Accounts
• How to Open and Close Accounts
• How to Export Data
• How to Change FY
• Summary of Every Beacon Finance Page

Accounts 5

• What is the Account Page?
• How to link accounts to the Excel Add-In
• The Accounts Page Navigation
• Ad-Hoc Account View
• How to create an Accounts Report

Pending 3

• What are Pending Transactions
• Open Commitments
• How to Filter and Search in the Pending Tab

Actuals (Reports) 6

• Summary of the Finance Reports
• Balance of Accounts
• OC Details
• Monthy Roll-up
• Vendor Summary

View all 6

Transactions 4

• Transaction Basic Filters
• How to Navigate to the Transaction Screen
• What is the Transactions Screen
• How to Save a Search

Introductory Beacon Finance Tutorial 10

• Navigating The Account Structure Screen
• Balance of Accounts Screen
• Object Class and Category Detail Reports
• Monthly Rollup
• Transactions Detail Page

View all 10