Introduction to Finance

Session 1 of 3

In this, the first of three sessions on Finance in ShareDo presented on June 11, 2025, Fran provides an overview of the platform's finance structures.

PowerPoint deck for Finance Overview session 1

Chapters

00:00 Introduction
01:03 Agenda
01:43 What is a financial transaction in ShareDo?
05:55 A closer look at payment requests
07:36 Payment requests: Let's take a look
18:40 Exploring Invoices & Invoice Payments 
19:52 Invoices: Let's take a look
31:08 Introduction to Fee Templates
32:13 Fee Templates: Let's take a look
37:48 Budgets in ShareDo
40:24 Budgets: Let's take a look
47:57 Thank you

Chart of Accounts, Budgets, Create a payment request, Introduction to Goods and Services

Session 2 of 3

In this second of three sessions on Finance in ShareDo, presented on 18 June 2025, Fran explains the Chart of Accounts, budgets, how to create a payment request, and introduces Goods and Services.

Chapters

00:00 Introduction and Agenda
01:13 What is the Chart of Accounts?
01:49 ShareDo's Chart of Accounts
03:53 What hits the Chart of Accounts in ShareDo?
06:45 Demo
10:00 Chart of Accounts Global Feature
21:09 Budget Structure
35:30 Creating a payment request
01:03:33 Goods and Services
End

Introduction to Finance Widgets and Radars

Session 3 of 3

In this third and last session on Finance in ShareDo, presented on 25 June 2025, Fran introduces and shows how to model the Finance, Payment, and Invoice Summary Radars, as well as the Budget Status and Summary widget.

Chapters

00:00 Introduction
00:47 Agenda
01:50 Financial Summary Radar
02:30 Demo: Financial Summary Radar
04:18 Modelling the Financial Summary Radar
22:23 Modelling the Payment Summary Radar
27:54 Modelling the Invoice Summary Radar and List Views
39:00 Budget Summary Widget
42:53 Budget Status Widget
End