Accounting Xpert Enterprise -Client Write-up - Webcast for Accountants (Video)

This is both an extensive demonstration and tutorial of Xpert's Client Write-up system.  It thoroughly covers every aspect from Journal Entry through Ledgers, Trial Balances, Financial Reports, ATF Payroll, Bank Reconciliation, the CheckBook Xpert as well as other programs and features. This webcast run 75 minutes.

Accounting Xpert Enterprise - Converting CSA Data into Accounting Xpert - (Video)

This webcast demonstrates how to export the Chart of Accounts and all Journal Transactions from CSA and import these into the Accounting Xpert Enterpirse - Client Write-up / General Ledger.  The actual proces take approximately 5 minutes. After the data is imported into Xpert, all ledgers, trial balance, etc reports are available for printing.  To produce Financial Reports, some basic formatting is required, after which any Financial Report may be printed.

Accounting Xpert Enterprise - Updating the Chart of Accounts - (Video)

Please watch this tutorial after watching the previous tutorial - Converting CSA Data into Accounting Xpert.

After importing the chart of accounts some basic formatting is required to produce Financial Reports.  Once this formatting is completed, any Financial report is available for printing.

Complete Overview Document - Important Please Read - (Document)

This document contains information on conversions, exceptions, Financial Reports, Check Writer (Checkbook Xpert), Ultra Tax Connections, Efiling, Payroll and other information of importance to CSA users.

Sample Reports - Ledgers, Trial Balances, Financial Reports, Etc. (Report Book)

This document shows sample reports including Financials, Ledgers, Payroll Reports and more.  This is a small sample of some of the Standard  Financial Reports included with Xpert.  Additional Financials can be created quickly and easily spanning 25 columns cover 4 years including variances, budgets and much more.