• Upgrading to Finance V2.0

  Given that there have been significant changes to budgets structures careful consideration need to be given when upgrading. This section is divided into two...

  First posted: April 21st, 2022 918 views 0 likes
• Financial Management

  Extensive finance functionality is available to enable the Case Management System (CMS) to be the single application that case handlers need to access. If...

  First posted: May 4th, 2022 3236 views 0 likes
• Managing Finance in ShareDo - June 2025

  Introduction to Finance Session 1 of 3 In this, the first of three sessions on Finance in ShareDo presented on June 11, 2025, Fran...

  First posted: June 11th, 2025 615 views 0 likes
• Finance Configuration Training

  This video shows an overview of the ShareDo finance configuration, presented by Aaron on the 8th of November, 2023. The key concepts are defined...

  First posted: July 19th, 2023 728 views 0 likes

Subcategories

Chart of Accounts

3 Articles by 1 Author

Budgets

4 Articles by 1 Author

Time Recording

Learn how to configure time recording for your solution

6 Articles by 3 Authors

Payments and Disbursements

1 Article by 1 Author

Invoices, Receipts and Payment Plans

2 Articles by 1 Author

Fees

1 Article by 1 Author

Offers

1 Article by 1 Author

Goods and Services

1 Article by 1 Author

Configuring Multi-currency

1 Article by 1 Author

Integration with External Finance Systems

Interest Rate

1 Article by 1 Author

Tax