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Help videos

Short videos on a sample company, in setup order. They have no sound; captions are on screen, so you can watch them anywhere. The ones marked "in production" are being made now.

A short tour1:19 · no sound, captions on screen · sample data

Your workspace and the setup checklist

Chapters

  1. Create your workspace
  2. The email code
  3. The eight-step checklist

Install Chartford Sync on the Tally PC

Chapters

  1. Check the file
  2. Install it on the Tally PC
  3. Switch on Tally's XML server
  4. Check it starts with Windows

Pair the PC

Chapters

  1. Generate a pairing code
  2. Enter it in Chartford Sync
  3. See the PC listed
Choose companies and check your first sync1:00 · no sound, captions on screen · sample data
Books look old? Fix sync problems1:09 · no sound, captions on screen · sample data

Add your team and pick roles

Chapters

  1. Add a person
  2. Pick a role
  3. What a Sales login sees
Work through receivables and follow up1:11 · no sound, captions on screen · sample data

Switch on email reminders

Chapters

  1. Approve the wording
  2. Mark who agreed
  3. Pick days and limits
  4. Switch on
  5. When reminders stop

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