Getting Started
Get started and make the most of your software.
By Cristina and 1 other2 authors5 articles
Get started with Access Education Finance e-learningFind interactive resources and learn to navigate and use Access Education Finance.
Users and Profiles
Create and manage the users with specific profiles that will enhance their experience.
Add new usersLearn how to add new users to the software.
Create, manage, or remove usersLearn how to add, manage or remove the users according to your needs.
Create and assign Profile TypesLearn how to create a profile type and set the permissions for each user.
Find your way around Access Education Finance
Learn the basic steps that will set you up for success.
Open a new Financial YearUse Financial Year Set-up to create and open a new financial year so you can begin posting transactions into the new year.