Partner Getting Started Training

Welcome to the Cash Manager Getting Started Training.

This training has been designed to complete at your own pace, in an easy, methodical, “follow the bouncing ball” process.

The Getting Started Training covers the initial set up, Debtors module and an overview of the Budget and Cash Flow section.

If you get stuck at any time, our team at Support@PlusSoftSolutions.com is here to help every step of the way.

Start your Getting Started Cash Manager Training now:

Download Cash Manager here. The Installation Instructions are on the same page too.
Install and sign up to the 30-day unconditional trial (choose “I don’t know” if not registered as a Partner). The Username is admin and Password is cashadmin
Connect your internal company database or demonstration database. TIP: Partners can use Cash Manager to manage their own debtors. Why not?
Download the Getting Started Training 1 and Training 2 Guides for Cash Manager.
Run through a detailed understanding of the Cash Manager Getting Started Training 1 Guide (Debtors) in conjunction with the Cash Manager Software.
Get an overview (you only need a high level understanding for this initial Getting Started Training) of the Cash Manager Getting Started Training Guide 2 (Budgets and Cashflow).

Once you’ve completed that, you’re ready to be certified. Click here to start Silver Certification.

Remember, you can use Support@PlusSoftSolutions.com for any questions regarding the Snapshot software and certification, AT ANY TIME!