Training Videos

Select a topic below to explore comprehensive video training with detailed chapters. Navigate easily through key components of your Maconomy solution.

Training Videos

Solution Overview

Complete overview with key role perspectives

15:59

Resource Management

Manage resources and revenue forecasting

13:07

Project Management

Setup, budgeting, tracking, and evaluation

17:03

Customer Management

Relationships, opportunities, and forecasting

9:56

Order to Cash

Time capture through invoicing and credit control

11:13

Purchase to Pay

Purchase orders through vendor payments

6:43

Month-End Process

Complete closing process for financial reporting

10:13

Chapters

1
Overview Introduction
2:07
2
Employee Role View
1:48
3
Project Manager Role View
5:11
4
Department Manager Role View
3:38
5
Sales/Account Manager Role View
2:52

Solution Overview

Get a complete overview of the Maconomy solution in action, starting with an introduction followed by key role perspectives including Employee, Project Manager, Department Manager, and Sales/Account Manager views.

Chapters

1
Overview
2:33
2
Resource Manager
4:04
3
Project Manager
2:59
4
Employee
1:13
5
Revenue Forecasting
2:15

Resource Management

Learn how to effectively manage your resources and revenue forecasting with comprehensive role-based walkthroughs covering Resource Manager, Project Manager, and Employee perspectives.

Chapters

1
Overview
2:35
2
Project Transparency & Setup
4:46
3
Project Budgeting & Staffing
2:59
4
Time, Expense & Approvals
2:19
5
Actuals & Evaluation
1:48
6
Invoicing
2:00
7
Recap
0:32

Project Management

Master project management with detailed guidance on setup, budgeting, time tracking, evaluation, and invoicing processes.

Chapters

1
Overview
1:13
2
The Past & Present: Customer Workspace
3:03
3
The Future: Opportunity Dashboard
1:00
4
The Future: Opportunities
2:50
5
The Future: Revenue Forecast
1:08
6
Recap
0:39

Customer Management

Discover how to manage customer relationships, opportunities, and revenue forecasting effectively with comprehensive workspace and dashboard walkthroughs.

Chapters

1
Overview
1:55
2
Time Capture & Invoicing
2:10
3
Initiating an Invoice
1:22
4
Batch Invoicing
1:55
5
Invoice Forecast
1:21
6
Credit Control
1:36
7
Recap
0:55

Order to Cash

Streamline your financial operations from time capture through invoicing to credit control.

Chapters

1
Overview
0:44
2
Creating a Purchase Order
1:13
3
Vendor Invoice Management & Allocating
2:06
4
AP Cockpit & Vendor Key Information
1:23
5
Vendor Payments
0:49
6
Recap
0:37

Purchase to Pay

Manage your procurement process from purchase orders through vendor payments efficiently.

Chapters

1
Overview
1:52
2
Month-End Closing
2:09
3
Revenue Recognition
1:58
4
Intercompany Invoicing
0:35
5
Reconciliation & Currency Revaluation
0:47
6
Fixed Assets, Depreciations & Tax Settlement
1:13
7
Reports
1:05
8
Recap
0:30

Month-End Process

Learn the complete month-end closing process with step-by-step guidance for accurate financial reporting.