CRM & Sales
Guardian - Training
Bank Reconciliation and End of Month Reports
Bank Reconciliations are quick and easy to keep the end of month hassle free. With GUARDIAN you can produce all of your required trust account reports.
Changing the next Receipt Number
On rare occasion a situation occurs where the receipt or cheque number has to briefly changed. Learn how to control these details in Guardian.
Closing a Ledger
Your data is your most valuable asset and it's worth keeping clean and accurate. Learn how to close ledgers to keep you working screens in GUARDIAN organised.
Creating a Ledger
Improve your productivity by creating simple and effective ledgers in GUARDIAN, where you can control the search and sort function.
Daily Banking Deposit Slips
Make your data convenient for you with a banking deposit slip created by GUARDIAN to accompany cash and cheques being deposited at the bank.
There are some situations when you have the correct authority to transfer funds to another ledger, learn how with this video.
Locating a Transaction
Lost a transaction? Kind find which ledger it just went to? These moments happen to all of us. Take a moment to use the information you have and GUARDIAN's flexible browse screens to find it.
Record outgoing payment transactions quickly and efficiently with GUARDIAN.
Printing a Ledger
In Guardian you can print individual reports for ledgers at a click of a button. Learn how with this video.
Record incoming money to your trust account and create clean, compliant receipts in one step with Guardian.
Transferring From an IBD Investment Account
Disbursement of funds is quick and easy at settlement with the automatic closing procedure build into GUARDIAN.
Transferring To an IBD Investment Account
Create and track all of your client's money in one process with our IBD accounts module. Available in GUARDIAN, opening new accounts and the transferring of funds is all covered.
Void and Reversing
Mistakes do happen but with GUARDIAN its easy to get back on track. Lean how to reverse your transactions or void a manual cheque or receipt book number.
Guardian Training Sections