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Watch our latest customer success webinars – helping you make
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Access Financials Community Portal
Here to support you
At Access, we’re focused on providing continuous support to our customers and helping them make the most of their software.
If you’d like to find out more about the support available to you as a customer visit our community portal.
From best practice and how to articles, to frequently asked questions, you'll always find an answer to your queries.
Customer Success at Access
Find out what customer success means at Access and how customers can be more successful in their day to day business.
Access Community – Customer for life portal
Watch this quick start guide video to find out how the customer for life portal can help you make the most of your Access software.
Access Financials Roadmap – What lies ahead
Matt Wright, Head of Product for Access Financials, provides a view on the roadmap ahead for customers and what to prepare for in the future.
Latest webinars
Filter webinars by product/topic:
Access Financials: May 2021 - New Features Release
This webinar showcases the new User Interface (UI) produced for Access Financials. This includes the following:
- Early Adopter Program – Recap and Successes
- Launch of next Early Adopter Program
- New Features Demo
- New User Interface (UI) Demo
- What’s next for Access Financials – Product Roadmap Update
Access Workspace & Access Financials – Webinar - Series One
This webinar showcases the benefits of Access Workspace and how it works with Access Financials. With an array of Apps and Dashboards available.
Covering:
- Access Workspace Product Apps
- Access Workspace Tools
- Access Analytics – Coming soon features
AOI & INXL: Management Reports
Within this Webinar, we delve into how to utilise AOI and INXL for your potential reporting set ups.
Access Dimensions: Bank Reconciliation
In this session, we will be taking a look at the bank statement and the reconciliation process within Dimensions. We will be working through a few live examples with a Q&A at the end.
Access Financials - Costing Module Refresher
This webinar will be a great chance to have a refresher on the Costing Module. The topics that we will cover are:
- Costing options
- Projects Records
- Cost Centre Records
- Resource Records
- Costing Transactions
Access Office Integration: Custom Views
In this webinar, we will be demonstrating how custom views can be created and utilised within AOI to bring added benefit to your Access system. As an example, we will create a view to look at Purchase Orders that have been delivered but not invoiced and accrue for unapproved purchase ledger invoices. Custom views can be used for a variety of functions to help with your reporting.
Access Office Integration: Access Analytics in AOI
In this session, we will take a look at how the Analytics reporting in AOI can be utilised to create pivot tables in Excel to support our Dimensions reporting. Using standard pivot functionality we will change the look and feel of our reports to suit our needs.
Access Dimensions: New Starter Guide For Purchasing
This webinar is designed for new starters in your business, showing you how to navigate around the Purchasing and Creditors tab.
Access Dimensions: CIS Reverse Charge VAT
With new legislative changes coming on the 1st March 2021, we have created an informative webinar for the CIS reverse charge vat functionality. This will demonstrate how to create the new vat codes and mark the Customers and Suppliers as CIS compatible accounts.
Access Dimensions: New Starter Guide For Sales
This webinar is designed for New Starters in your business showing how to navigate around the different Sales modules, drill down in Enquiries and process transactions. These skills can be utilised in the various process flows within the Sales Ledger.
Introduction to Dimensions 2.6
Watch the webinar recording to discover all about what’s new in Dimensions 2.6 – including:
- New apps to help you work more efficiently
- Compliance such as Brexit readiness functionality, SQL compatibility and digital linking for Making Tax Digital
- Analytics functionality
- And more
Access Report Writer: Building Reports
We will be taking a look at the core functionality in Access Report Writer (ARW) and will create standardised reports that can be used by you and your team.
Access Capture - Analytics
A journey through a detailed view of Capture Analytics to help your business monitor performance that will showcase various reports and KPIs.
Access Financials - December Brexit Release
An important update on Brexit and also the December release of Access Financials giving you the opportunity to start preparing for Brexit and to the new releases for the system. The event will look at usability enhancements from customer feedback such as Bank Reconciliation and Closure of Purchase Orders.
Access Dimensions - Brexit Readiness Information
With legislative changes coming into effect in January 2021 we have composed some useful information on how Dimensions can adapt and help you meet your business demands. We have put together a webinar highlighting some of the software changes, primarily focusing on the Vat element.
Access Financials: The benefits of Access Purchase Automation
Access Purchase Automation enables you to process invoices seamlessly and affordably with invoice automation, document storage and invoice approvals.
Watch the webinar to see an overview of the Purchase Automation module and how it benefits Access Financials users.
Credit Control: Cash Flow Management
Join this session to see how software can help your organisation remain on top of its cash flow management; transitioning to a digital-first approach can provide you with efficient credit control processes and a fully audited trail keeping you in full control of your cash flow.
Digitalization: Transforming Your Business Operations
In this webinar we'll look at digitalization and how your organisation can adopt software solutions to automate operations, using time and resource more efficiently. We'll be looking at our Purchasing Suite.
Financial Management Solutions: A Product Strategy Update
Watch this webinar as we walk you through the product strategy of the Financial Management Division within Access, giving you a flavour of what's to come.
Project Management - Adopting Software, Part 1
In part 1 we'll be looking at solutions to create an opportunity for your business to digitalise your project management, implementing budgets complimenting cost management, better reporting for audit purposes and more...
Project Management - Adopting Software, Part 2
With lots to cover this webinar is split into two parts; in Part 2 here we'll be building from Part 1, looking at the management of projects themselves through your software solutions.
Access Financials: August Releases 2020
Watch this Access Financials Release webinar for August 2020 for a demonstration of:
- The new Support Community Portal,
- The Services Catalogue and Multi-Location Stock
- Additional Details on Records
Focalpoint Best Practice
We will be looking at general hints and tips on best practice and how to get the most out of the software, saving time month on month. We will also take a look at some of the new exciting apps launched from WorkSpace, including a new Timesheet Utilisation app.
Asset Manager: The Monthly Depreciation Process
We will be taking a look at how to manage records within Asset Manager and complete a monthly depreciation routine. We will link to Dimensions to export the generated journals to specific nominals.
Access Office Integration: Building Management Reports using InXL
The AOI module empowers many more users around your business to access key financial data without leaving the familiar, easy-to-use Microsoft interface. These reports can be tailored to the specific structure of each database with ease of use. Once the reports are created, they can be refreshed per period saving time forming part of your month-end process.
Access Finance Solutions: Hosted - Hints & Tips
Access Finance users in the cloud have a variety of functionality available to them - but some things go under the radar. In this webinar we will be providing you with top tips to help overcome any challenges and help you maximize your return on investment - such as user creation and enrollment, saving documents, desktop shortcuts.
Access Dimensions: The Basics of Your Purchasing Tab Part 1
This is Part 1 in our 2 part-er sessions looking at the Purchase Order Processing (POP) module. In this webinar we look at configuring the POP module, raising purchase orders and the various types - such as Price, Text & Stock.
Access Dimensions: The Basics of Your Purchasing Tab Part 2
In Part 2 here we will be looking at the consolidate requests and various reports available to you in the Purchase Order Processing (POP) module. We'll recap the module in brief before opening the floor to your questions - answering as many questions as possible.
Access Dimensions: The Basics of Your Selling Tab Part 2
In Part 2 here we look at the reports available in the SOP module, briefly recapping the module and open the floor to your questions - answering as many questions as possible.
Access Dimensions: Accounts Reconciliation
This webinar will look at how you can use the tools in your finance system to carry out key diagnostics. We'll look at how to fully reconcile aged debtors and aged creditors, avoiding a build up of bad data, and investigating problems that we may uncover when dissecting our accounts. Also looking at the Dimensions snapshot, Cashbook reconciliation and seeing what we can do without falling back on a journal posting.
Access Dimensions: The Basics of Your Selling Tab Part 1
In this first installment of our Selling Tab 2 part-er we will introduce you to the Sales Order Processing (SOP) module, as well as looking at the CRM Control, Sales Orders and the various types - such as Price, Text & Stock.
Access Dimensions: Hints, Tips & Latest Features
This session highlights the latest features in our recent versions of Access Dimensions. These include remittance advice reprints, invoice register auto-matching, soft-close periods and more! Join for hints, tips and best practice for more efficient use of the system; including email setup, looking at SMTP, using period 13 to manage year end and utilizing AOI & inXL for management reporting.
Access Dimensions: The Corrections Module
The Corrections module gives authorised users the ability to make amendments across your Dimensions system. Correct mistakes, eliminate time-consuming corrective transactions, amend coding structures and clean up duplicate records. Join this webinar for an overview of the module and ensure you're being efficient in your use of the software.
Access Solutions Webinar: Solutions for Remote Working
We realise that many of our customers are experiencing some extremely challenging times. Access Solutions are here to support you through the current turbulence. To help we have put together a Webinar to highlight three of our Solutions that tackle specific issues that many of our customers are currently facing: Quick Issue Logging and Tracking System, Credit Control Hub, Holiday Cancellation Requests.
Maintaining Business Continuity
This webinar demonstrates how you can utilize software to be more efficient, prudent and rigorous in monitoring cash flow for your business. Join this session to see how our Task Centre and Access Office Integration solutions can integrate with your Finance System and improve efficiency in monitoring cash flow.
Access Dimensions: The Basics of: Your Stock Tab - Part 4
The final session in our 4 part series covering the Stock Tab in Access Dimensions. Here we recap the series itself in an 'in case you missed it' style overview. We also open the floor to your questions, looking to answer as many as we can.
The Basics of: Your Stock Tab - Part 3
Join us for the penultimate session in our Stock Tab webinar series. In this session, we will be introducing Works Orders and identifying useful reports.
Access Dimensions: The Basics of: Your Stock Tab - Part 2
Tune in for part two in our Stock Tab 'basics' series. In this session we will be looking at the Price Matrix, Stock Movements and Stock Allocations, demonstrating how to use this functionality in your system.
Access Dimensions: The Basics of: Your Stock Tab - Part 1
The first installment of our webinar series looking at the Stock Tab in Access Dimensions. During the session we will be looking at the initial configuration of the Stock Module, such as; enabling stock options, creating stock records and developing an understanding on the different types of stock.
Access Financials: Product Update - Version 2.3
Join us for a first insight into our latest update to Access Financials, as we are set to roll out Version 2.3 in April 2020. During this session, we demonstrate new features included in the latest release, hints and tips to working from home and provide a brief Q&A.
Product Tour of Access Financial Management Software - Enabling remote access anywhere and anytime
In this webinar, finance technology expert Steve Berridge, with over 25 years of industry experience, shares top tips on how to leverage technology to run your business remotely and a live demo of Access Financial Management Software.
Access Dimensions: The Basics of: Your Creditors Tab - Part 1
The first installment of our webinar series looking at the Creditors Tab in your Access Dimensions System. Join us to take a look at the security profile options available - ensuring users have the correct privileges, creating suppliers and using our CIS module.
Access Dimensions: The Basics of: Your Creditors Tab - Part 2
This webinar explains how to enter your typical day to day transactions via the Creditors (Purchase) Ledger. Specifically looking at Suggested Payments and Remittance Bacs, and the Invoice Register (PIR).
Access Dimensions: The Basics of: Your Creditors Tab - Part 3
In this webinar we will provide an overview of the Creditors Tab, reviewing what we have covered and how this will help your daily operations. We will also highlight the key reports within this tab we encourage you to use.
Access Dimensions: The Basics of: Your Debtors Tab- Part 1
Join us for part 1 of our Customer Success webinar series covering basic functionality within the Debtors Tab in Dimensions. In part 1 here we will be looking at creating customers & posting transactions.
Access Dimensions: The Basics of: Your Debtors Tab- Part 2
This webinar covers basic functionality within the debtors tab in Access Dimensions. In part 2 here we will be looking at payments, credit control and balance adjustments.
Access Dimensions: The Basics of: Your Debtors Tab- Part 3
This webinar covers basic functionality within the debtors tab in Access Dimensions. In part 3 here we will be looking at various reports in the debtors tab, the period end process and a recap of the debtors webinar series - including tips & tricks.
Access Dimensions: The Basics of: Your System Tab - Part 1
Part 1 of this webinar series covers basic functionality within the system tab in Dimensions and looks at Security Profiles & User Records.
Watch the webinar to:
- Build your knowledge on all things associated with Security Profiles & User Records
- Hear answers to frequently asked questions on this topic
Access Dimensions: The Basics of: Your System Tab - Part 2
This webinar covers basic functionality within the system tab in Dimensions. In part 2 here we will be looking at Company Info, Email Templates & System Control Options.
Watch the webinar to:
- Build your knowledge on all things associated with the Dimensions System Tab
- Hear answers to frequently asked questions on this topic
Access Dimensions: The Basics of: Your System Tab - Part 3
This webinar covers basic functionality within the system tab in Dimensions. In part 3 here we will be looking at Currency & VAT.
Watch the webinar to:
- Build your knowledge on all things associated with the Dimensions System Tab
- Hear answers to frequently asked questions on this topic
Access Dimensions: The Basics of: Your System Tab - Part 4
Join us for the conclusion of 'Your System Tab' series. This session provides a recap the series, focusing on the content covered and how it adds value. We also answered questions raised throughout the series.
Scaling your business - how to grow efficiently and smartly
In this webinar our finance and accounting expert Ross Lennon discusses how to leverage the power or real-time financial data and design a model that allows scalability and realistic growth for your business – covering:
- When and how to scale
- Automation and real-time data
- Key aspects to look for in a system to achieve true scalability adapted to your pace of growth and needs
Key signs it's time to change your accounting system, and how to choose the right supplier
In this 45 minute webinar our finance and accounting expert Steve Berridge discusses will cover:
- Key signs it’s time to change your accounting system
- How to select the right supplier for your business
- See a demo of Access Financials software and how it can benefit your organisation
Access Financials New Features - August Release
This webinar provides an overview of the new features in the August release of Access Financials, including:
• Purchase Invoice Register Usability Enhancements
• VAT Reverse Charge for Construction Services
• Advanced Nominal Setup Enhancements
• Access Workspace Mobile Enhancements
Access Financials New Features - Spring Release
In this 30 minute webinar we focus on Access Financials and 3 key new features released in Spring 2019. These include:
- Financials within an Access Workspace Tab
- Audits: Transaction, Corrections, Bank Details
- New Asset Import.
Access Financials New Features - February Release
This webinar focuses on Access Financials and 3 key new features released in February. These include:
- Compulsory costings on nominal accounts and analysis codes
- Email purchase orders
- Specifying dates for next financial year.
Access Financials New Features - January Release
This webinar focuses on Access Financials and 3 key new features released in January. These include:
- Nominal Account Corrections
- Purchase Order Accruals
- Sales Invoice Email Templates & Resend.
Get started with Access Office Integration (AOI)
This 30 minute webinar focuses on how to get started with Access Office Integration and how to install the module.
Watch the webinar to refresh your memory or learn about Access Office Integration functionality, get updates on how new features can add value to your operations and see a demo on how AOI works and how to use it.
Access Office Integration (AOI) - Hints, tips and tricks
Microsoft Office plays a key role in everyday tasks such as budgeting, forecasting and financial modeling. By providing secure, two-way link between Office and Access Financials, the AOI module empowers any more users around your business to access key accounts data without leaving the familiar Office interface.
Get the most out of AOI: learn new techniques, save time and maximise the integration of your Access products.
Get Making Tax Digital Ready with Access
Find out how Access will be supporting you and your business to get ready for Making Tax Digital. Discover Access Tax Digital, an application delivered through Access Workspace that connects directly to Access Dimensions and Access Financials to surface real-time data for submission to HMRC.
Improving finance information delivery to your organisation
Find out how Access can help you review management information, budget and forecast efficiently.
Protecting your finance and business systems from cyber threats
Learn how Access can help you protect your business and finance systems against cyber threats.
Planning your strategy to the cloud
Learn how Access can help your company move to the Cloud at your own pace, greatly increasing your chances of capturing all of the business benefits.
Increase control and oversight on your projects' profitability
Find out how Access can help you speed up your purchase to pay process and increase control and oversight on your projects thanks to project accounting.
Bring your finance team, data and technology together to see the bigger picture
Learn how Access Workspace helps finance teams bring people, data and technology together to reduce complexity, improve productivity and focus automation to have the biggest impact and maximise profitability.
Making Tax Digital - Access Spreadsheet Submission Method
This webinar covers your Access Spreadsheet Submission Method for Access Digital Tax.
Watch the webinar to see an overview of:
• How to sign up to Access Digital Tax (ADT)
• How to upload your VAT Returns and submit to HMRC
• Answers to frequently asked questions
Making Tax Digital - Access Connect Submission Method
This webinar covers your Access Connect Submission Method for Access Digital Tax.
Watch the webinar to see an overview of:
• How to sign up to Access Digital Tax (ADT)
• How to upload your VAT Returns and submit to HMRC
• Answers to frequently asked questions
Access Office Integration: Uploading Budgets with AOI and INXL
Watch the webinar to find out tips and advice on how to use AOI to manage and maintain budgets and forecasts in the finance system.
Access Dimensions: Installation, Licensing and more
In this 30 minute webinar we focus on how to set up and use Access Dimensions.
• How to configure an ODBC Link
• How to install Access Dimensions
• Licensing the system
• Applying Hotfixes
• Hosted Solutions
• Accessing your solution through your desktop
Access Dimensions: Nominal accounts & analysis codes
In this 30 minute webinar we focus on Nominal Accounts and Analysis Codes within Access Dimensions.
Watch this webinar to:
• Build your knowledge on all things associated with Nominal & Analysis codes - from creation to tips & tricks
• Hear answers to frequently asked questions on this topic
Access Dimensions: Maintaining a Healthy Nominal Structure & Producing Management Reports
This webinar is a product refresher on Access Dimensions. We will give you some top tips on how to keep your Nominal Structure in check. Not only this, but a healthy efficient database will lead to you utilizing Access Office Integration & inXL to create your Management Reports.
Access Financials: Chart of Accounts and Analysis Codes
Watch this webinar for a detailed view through some of Access Financials functions around Accounts and Analysis Codes. Let us take you through a journey of areas such as Chart of Accounts Structure, Nominal Enquiries, Standard Nominal reports, and others.
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