Welcome to the Peresoft newsletter where we bring you all the latest information on Cashbook, RecXpress and EFTXpress

Peresoft Documentation Currently Available

Peresoft's Documentation, Resources and Training

Peresoft has created multiple resources to help improve Peresoft product proficiency.

We have redesigned our documentation to be more easily read. We will continue to create new PDFs that can be used as quick reference to common functions in Cashbook and RecXpress.

Below we have compiled a full list of all our resources for you to share with your clients, making them easily accessible.

RecXpress for Cashbook Sample Data

An in-depth document on how to implement the RecXpress for Cashbook Sample Data. By using our Sample Data along with this documentation you will get a deeper understanding on how to use many of the functions in RecXpress for Cashbook.


Web UIs	On Premise

RecXpress for Bank Services Sample Data

An in-depth document on how to implement the RecXpress for Bank Services Sample Data. By using our Sample Data along with this documentation you will get a deeper understanding on how to use many of the functions in RecXpress for Bank Services.


Web UIs	On Premise

Cashbook

File	Description
Reversals	A quick guide on how to do reversals in Cashbook, how to fix reversal errors, reversal security and much more.
Deposit and Single Reference Batches	Combine Receipts and AR entries under one reference number in a batch, combine any entries under one reference number in a batch, print deposit slips and more.
Bank Transfers	Learn to transfer funds between banks, use Multicurrency to transfer between two banks of different currencies, reverse a bank transfer entry and how to use RecXpress when doing bank transfers in Cashbook.

RecXpress

File	Description
Setup Entries to Ignore	Ignore specified transaction codes from being added to a batch.
Adding Rules Automatically	Adding rules automatically while reconciling in RecXpress by changing your No Match entries category from OTHER to the category that best suits the entry.

Peresoft's Web UI's

File	Description
Install Instructions	A step-by-step guide on how to install Peresoft's Web UI's, including some troubleshooting tips.
Differences Between On Premise & Web UI's	View the On Premise and Web UI screens side-by-side and learn the differences between the two. Web UI's integration can seem daunting at first but when you get into it you will find the similarities between On Premise and the Web UI's far outweigh the differences.