Covering the basics of AdvantEDGE Facilities, this one-hour webinar is ideal for new members of staff learning how to add new bookings and generate invoices. The free session will cover: creating new bookings repeating the booking for regular customers invoicing cancellations receiving payment for bookings reports Click the ‘BOOK NOW’ button below to book your free space. […]
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Epitaph: Reports
Epitaph: Introduction to Reports This FREE webinar will be an introduction to the reports available within Epitaph. Click the ‘BOOK NOW’ button below to book your free space. Once you have booked on, you will be emailed a link, enabling you to access the webinar on the day, if you do not receive this email, […]
Facilities: Reports
AdvantEDGE Facilities: Introduction to Reports This FREE webinar will be an introduction to the reports available within AdvantEDGE Facilities. Click the ‘BOOK NOW’ button below to book your free space. Once you have booked on, you will be emailed a link, enabling you to access the webinar on the day, if you do not receive […]
Epitaph: Invoicing for Cemeteries & Crematoriums
Epitaph: Invoicing for Cemeteries and Crematoriums including bookings and memorial sales / credit notes This FREE webinar will be an introductory session, covering the basics of the following: Raising new invoices Invoices for memorial sales Generating credit notes Click the ‘BOOK NOW’ button below to book your free space. Once you have booked on, you […]
Facilities: Cancellations & Credit Notes
AdvantEDGE Facilities: Dealing with cancellations and credit notes This FREE webinar will be an introductory session, covering the basics of the following: Cancelling bookings Generating credit notes Click the ‘BOOK NOW’ button below to book your free space. Once you have booked on, you will be emailed a link, enabling you to access the webinar […]
Finance: Long & Short Term Investments
A short webinar on the differences between short-term and long-term investments and how to manage both types on AdvantEDGE Finance. Click the ‘BOOK NOW’ button below to book your free space. Once you have booked on, you will be emailed a link, enabling you to access the webinar on the day, if you do not […]
Finance: Precept Calculator
Prepare for drafting the 2026/27 precept requirements with this FREE 45-minute webinar on using the Precept Calculator in AdvantEDGE Finance. We will cover the following: Calculating the proposed precept based on Tax Base only Updating the draft budget for 2026/27 and adding notes Using the calculator to calculate percentage increase/decrease Using the calculator for the whole […]
Allotments: Starting A New Year
Come along to this FREE 45-minute webinar to look at processing the allotment renewal letters and invoicing tenants. We will cover: Review/Prepare Documents Review/Set Allotment Rates Review/Set Water Charges Debtor review Allotment review Create invoices and transactions Start Year Annual letters and documents Click the ‘BOOK NOW’ button below to book your free space. Once […]
Allotments: Email Templates
Come along to this FREE 45-minute webinar to look at email Templates within AdvantEDGE Allotments. We will cover: An overview: where are the email templates? How to create a new email template. Copying an existing email template. Formatting the Text. Using Mail Merge Fields. Adding Uploads. Marking templates as Old. Sending an email using a […]
Allotments: Mail Merge Documents
Come along to this FREE 45-minute webinar to look at processing mail merge documents within AdvantEDGE Allotments. We will cover: An overview: where are the mail merge documents? How to create a new mail merge document. Where to find mail merge field substitutions. Previewing the document. Copying an existing document. Amending an existing document. Watermarks […]