Year-End Statements: All Departments
This is the process for year-end statements for all clients. This training is for all departments and is detailed.
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Little Green Light (LGL) Overview for Clients
Little Green Light is a platform for Customer Relationship Management (CRM).
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Accordus Shorthand and Abbreviations
Here are some of the most common abbreviations and phrases we use within our company.
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Print Receipting Process
This is the process for our clients’ print receipting.
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Zoom: How to set up Client Meetings
This post explains how to set up Zoom meetings with clients.
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Print Projects Process
Print Coordinator: Katie Gleeson DO THIS FIRST: Watch this quick walkthrough of how to launch a print task. Overview of Process: Watch video above On your client’s main page in TW, click the “+ Add Task List” purple button. Name the task list “PRINT” and select the “Print Project” template. Click “Add Task List.” Next you’ll
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Accordus: Core Values
These are the core values that our team stands by at Accordus.
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Time Tracking with QuickBooks
QuickBooks Time (formerly TSHEETS) QBT is the app we use to track our time and run payroll. You can use this as an app on your phone as well as in your browser on the web – we prefer the web browser! You will receive an invite from Accordus via email. Follow the link to
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Scheduling Meetings
This is a tutorial on scheduling meetings based on availability.
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My Role | Database
This is an explanation of the roles and responsibilities of the database team.
My Role | Database Read More »