Class

Tags

In this 3-minute video, learn about using Tags in Class, how they can help you with productivity, examples of Tags, which screens support Tags and how to maintain Tags

Class to Class entity transfer

In this 4-minute video, we cover the process to move an entity from one Class entity to another. It starts by explaining the process for the outgoing administrator and then the process for the incoming administrator to upload the entity to Class

Set up Adviser Data Feed

Watch the 4-minute video below to learn about how to create the role of an Adviser on Class, add adviser credentials, and then set up a data feed using the adviser authority type

Scan & Save
Watch the 3-minute video below to learn about Class's Scan & Save feature. This will save you time when entering bank statements that are not data feeds

Transaction Rules
This 6-minute video takes you through best practice suggestions for setting up and managing Transaction Rules. It goes through tips on how to set up good transaction rules and what to avoid when setting up transaction rules

Depreciation Worksheet Tips

In this 5-minute video, we share 5 tips around how to effectively set up Depreciation worksheets in Class

Cash Console

In this 3-minute video, we show you how to use three features in the Cash Console, the Feeds Mode, All Cash Mode and Bulk Generate Income

Suspend & Activate Investments in Bulk

In this 4-minute video, we show you how you can suspend and activate investments accounts in bulk using the new Bulk Action toggle in the Browse Holding Accounts screen

Property disposal across different financial years

This 6-mintue video shows you the correct process in Class to record a property disposal when the deposit and settlement occurs across different financial years

Property purchase across different financial years

This 5-minute video shows you the correct process in Class to record a property purchase when the deposit and settlement occur across different financial years