Setup

• Logging in and out
• Add an Actionstep Login Button to Your Website
• What integration to use for your email and documents
• Practice Pro + Accounting VS. Practice Pro + Accounting Classic
• Create an Invoice in 5 minutes
• Understanding the options for your Accounting
• Data Import
• Company Contact Records
• Company Logos
• Workflow Creation
• Accounting Setup
• Configuring Trust Bank Accounts