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Training Downloads

A selection of training Powerpoint Presentations to walk you through Peresoft’s new Web UI’s.

Web UI's Install Instructions

Cashbook Web Screens for Sage 300cloud Version 2020 Compatibility

Cashbook: Reversals

Reversals and Reversal Issues

Adding Rules Automatically

Adding Rules Automatically while Reconciling in RecXpress

Differences: Web UIs vs On-premise

Cashbook Web Screens for Sage 300cloud Version 2020 Compatibility

Web Screens Vs On Premise Screens

All Peresoft’s products will now display in your Sage 300cloud Web menu

Cashbook: Bank Transfers

Transfer funds between banks, Use Multicurrency to transfer between two banks of different currencies, Reverse a bank transfer entry, RecXpress and bank transfers

Cashbook: Deposit And Single Reference Batches

Deposit Batches and Single Reference Batches with our new Web UI’s

Sage Asia Presentation

Get an in depth looking into our latest Web UIs with our Sage Asia Presentation

Training Videos

Peresoft’s Award Winning Cashbook training from setup to implementation.

Peresoft Tips

How to customize screens to hide bank balances, how to use the Category OTHER to easily define and apply rules to the bank statement entries, how to Auto Number and Renumber bank statement entries in Peresoft RecXpress TM ® for Bank Services.

Peresoft RecXpress © for Bank Services.

7 Video Lessons to learn how to use Peresoft RecXpress © for Bank Services.

The streamlined business tool that maintains your bank account.

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The fastest way to reconcile your bank account.

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The fastest way to reconcile your bank account.

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The effective, efficient and fast electronic funds transfer program.

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Peresoft Online Help

Find the information and resources you need by visiting the Peresoft Online Help page.

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