NV2 logo

NewViews Feature Showcase – Attachments

, ,

Did you know that you can add attachments anywhere in a NewViews set of books? Attachments can include images, PDFs, MS Office documents, etc. There are two key reasons for storing attachments in your books: 1) Files that support and supplement your NewViews data will be conveniently accessible and in context; 2) critical business files will be safeguarded whenever you back up your books.

Make sure you are running an up-to-date version of NewViews to take advantage of this important feature.

The video below demonstrates how to add and manage attachments. We’ll also be hosting a live online “Ask a NewViews Expert about Attachments” session on June 26 at 1 pm EST. To register for the online event and have your questions answered live, click here.

 

/by
NV2 logo

NewViews Feature Showcase – EFT and Pre-authorized Deposits

, ,

To close our NewViews Feature Showcase on EFT, the video below demonstrates how to set up and process pre-authorized deposits from customers. This video is Part 2 in a series; Part 1, which demonstrates how to pay suppliers using EFT, can be found here.

NV2 and NewViews for Non-Profit Housing users may also want to review the section Recurring (Post Dated) Transactions in the User Guide to learn how to set up recurring transactions quickly and easily using the Tools > Create Transactions > Post Dated command.

Thank you to everyone who took the time to learn more about NewViews and EFT by watching videos, reading the FAQ and/or participating in our Ask the NewViews Expert session.

If there are specific topics you would like to see covered in upcoming NewViews Feature Showcases, please use our feedback form to let us know!

 

/by