This training video includes all the information you need to get the most out of Equinox's finance features.

This training video covers:  

00:00 Introduction  

00:28 1. Adding charges 
00:35 Using the timer 
02:04 Adding different types of charges 
02:50 Adding a charge from the charge sheet 
03:27 Deleting a charge  

03:49 2. Configuring charge information 
04:12 Amending your charge rate 
04:46 Amending a charge sheet 
05:42 Exporting a charge sheet 
06:50 Updating charge phrases  
07:49 Customising charge cost categories  

08:47 3. Generating invoices 
08:53 Generating an invoice 
11:14 Generating a monthly invoice  
12:40 Creating a combined invoice  

13:20 4. Invoice template configuration 
13:38 Customising invoice templates 
17:46 Unbilling an invoice  

18:25 5. Currency, budget & discount features 
18:48 Creating a budget  
21:16 Adding a discount to a case 
23:47 Discounting a specific item 
24:34 Managing currencies  
25:59 Changing a single charge into a different currency   

27:09 6. Integration with accounting software