See how to use most of Flare's main features. In approximately 30 minutes you'll be a Flare Cloud Accounting power user. This webinar does not include budgeting. Learn about Flare's budget feature here.
The webinar above provides a brief overview of commonly used Flare features. We recommend watching it from beginning to end once. You can then return and use the webinar chapters index links below to navigate to specific points in the video.
Getting started with Flare - chapters index
Flare Settings - Chapters
- Login and Intro @ 00:00
- Company Settings @ 1:07
- Chart of Accounts @ 2:11
- Create Products / Services @ 3:21
- Create Sales Tax, Groups @ 4:01
- Add Customers, Vendors @ 5:15
- Accept Online Payments @ 6:49
Using Flare - Chapters
- Invoices, Recurring Invoices @ 7:44
- Record Invoice Payment @ 13:51
- Create an Estimate @ 15:45
- Record Bills, Bill Payments @17:12
- Record Deposits, Checks @ 19:15
- Bank Feed Setup (auto-download bank transactions) @ 21:19
Using Flare - Chapters cont'd
- Bank Reconciliation @ 24:38
- Dashboard Tour @ 28:00
- Account Balances Menu @ 29:24
- Financial Reports @ 30:48
- Invite Your Accountant @ 32:40
- Help & Support (end) @ 33:21
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