In this hour-long training, Jennie introduces us to Finance in ShareDo. The main idea behind this training is to see what's available for Finance in ShareDo. 

Chapters

00:00 Introduction  
00:50 Agenda  
02:14 Background/Definitions  
02:29 Schedule of Claim  
02:52 Costs and Disbursements  
03:15 Offer  
03:32 Settlements  
03:37 Payments  
04:28 Fees  
05:06 Time Recording  
05:14 Client Account v Office Account  
05:40 ShareDo Finance Demo  
16:30 Configuring ShareDo Finance  
16:50 Key Concepts  
20:01 Finance Feature Framework  
   - Fee Structures  
   - Goods And Services  
   - Payment Requests  
   - Offers  
22:56 Configuration Demo  
   - Chart of accounts  
   - Budgets  
   - What are we going to show in our budget (Radar rows)  
   - Linking up to the lease transaction (showing the budget we just set up)  
   - Display Settings  
   - Adding the budget to a portal page (Lease renewal Finance Overview page)  
   - Payment requests  
   - Work Type Feature Framework  
   - Account Codes  
52:52 End-User Perspective  
   - Custom Menu Button  
   - Demo the Button (How The End User Uses It)  
59:42 Thank You