2. Profit Sword New User Training Guide
Knowledge Portal Training Checklist by User
May 2018

3. Welcome to Profit Sword Video for all Users
All New Users Should Watch the Introduction Video
From your home page click on the menu
Choose Help and then Knowledge Portal
Select Video – Introduction to the New UI
Note: The video is in 2 parts each 30 minutes long and you should watch both parts.
May 2018

4. May 2018

5. For Users: SALES
From the Knowledge Portal Scroll to Reporting and Click on the Highlighted Reports Below for Report Explanations and Use
May 2018

6. For Users: SALES
From the Knowledge Portal Scroll to Forecasting and Budgeting and Click on the Highlighted Below for Input and Report Explanations
Open View More for Entering Expenses
May 2018

7. For Users: Sales
From the Knowledge Portal Scroll to ProfitPlan and Click on the Highlighted Below for User Explanations
May 2018

8. For Users: Sales
From the Knowledge Portal Scroll to ProfitPace and Click on the Highlighted Below for User and Report Explanations
May 2018

9. May 2018

10. For Users: Accounting
From the Knowledge portal scroll to Reporting and click on the highlighted below for explanation and use.
May 2018

11. For Users: Accounting
From the Knowledge portal scroll to Daily Functions and click on the highlighted below for explanation and use.
May 2018

12. For Users: Accounting
From the Knowledge portal scroll to Accounting and Accounts Payable and click on the highlighted below for explanation and use.
May 2018

13. CONFIDENTIAL

14. For Users: GM
From the Knowledge Portal Scroll to Reporting and click on the highlighted below for use and report explanation
May 2018

15. For Users: GM
From the Knowledge Portal Scroll to Daily Functions and click on the highlighted below for use and report explanation
May 2018

16. For Users: GM
From the Knowledge Portal Scroll to Accounting and Accounts Payable and click on the highlighted below for use and report explanation
May 2018

17. For Users: GM
From the Knowledge Portal Scroll to Admin and click on the highlighted below for use and report explanation
You will need to click on the view more to see these options
May 2018

18. For Users: GM
From the Knowledge Portal Scroll to Forecasting and Budgeting and click on the highlighted below for use and report explanation
You will need to open view more to see entering expenses.
May 2018

19. For Users: GM
From the Knowledge Portal Scroll to Profit Plan and click on the highlighted below for use and report explanation
May 2018

20. For Users: GM
From the Knowledge Portal Scroll to ProfitPace and click on the highlighted below for use and report explanation
May 2018

21. CONFIDENTIAL

22. For Users: Dept. Managers
From the Knowledge Portal Scroll to Reporting and click on the highlighted below for use and report explanation
May 2018

23. For Users: Dept. Managers
From the Knowledge Portal Scroll to Daily Functions and click on the highlighted below for use and report explanation
May 2018

24. For Users: Dept. Managers
From the Knowledge Portal Scroll to Forecasting and Budgeting and click on the highlighted below for use and report explanation
You will need to open view more to see entering expenses
May 2018

25. Frequently Asked Questions
From the knowledge portal scroll down to frequently asked questions for additional information
May 2018