Tutorials
Financial Assets
Insurance
Personal Possessions
Property
System Documents
Vehicles
Automatic Postings
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo This video contains guidance for users on how to import one-off transactions to CasparCloud Full written guidance on the automatic ...
Report Generator - Run a Report
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo To access the written user guide click here The video contains guidance for all users on how to locate, filter and run a read-only report ...
Funeral Details
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo This video contains guidance for users on how to record and maintain client funeral details. Full written guidance on the funeral ...
Prepaid Cards
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo This video contains guidance for users on how to record and maintain prepaid card details. Full written guidance on the prepaid card ...
Client Fees - Calculated by Caseworker
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo This video contains guidance for users on calculating and managing client fees. The tutorial focuses specifically on Deputyship fees but ...
Standard Reports
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo This tutorial focuses on the Standard Reports found throughout CapsarCloud, the following reports are included: Client Specific Reports ...
Account Enquiry
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo This tutorial focuses on the Account Enquiry feature where you can view transaction activity across your clients bank accounts. Full ...
Client Fees - All Clients
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo This video contains guidance for users on calculating and managing client fees. The tutorial focuses specifically on Deputyship fees but ...
Client Visits
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo This video contains guidance for all users on how to schedule client visits, for full written user guidance please click here Adding and ...
Personal Possessions, Pets, Documents & Vehicles
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo The video contains guidance for all users on how to manage Client Personal Property, for full written user guidance please click here ...
Producing a Client Letter
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo
OPG Reports
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo The video contains guidance for all users on how to create an OPG Report for a client, for full written user guidance please click here ...
Bank Accounts & Financial Plans
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo The video contains guidance for all users on how to manage bank accounts and financial plans, for full written user guidance on bank ...
One-Off Postings
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo The video contains guidance for all users on how to manage one-off postings, for full written user guidance please click here Adding a ...
Notes
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo Overview of Client Notes, for full written user guidance please click here The video contains guidance for all users on the client notes ...
Letter Writer - Creating & Duplicating Letter Templates
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo To access the written user guide click here The video contains guidance for Super Administrators and Managers on how to create a letter ...
Report Generator - Create a Report
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo To access the written user guide click here Details of more advanced reporting features can be accessed here The video contains guidance ...
Manual Reconciliation
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo Overview of the Manual Reconciliation functionality including the following core features, for full written user guidance please ...
Legal Workflows
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo Overview of the Client Legal Workflow functionality including the following core features, the full written guidance can be found here ...
Client Details
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo Overview of the Client Details functionality including the following core features, for full written user guidance please click here ...
Dashboard & Client List
Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo Overview of the Dashboard functionality including the following core features, for full written user guidance please click here Summary of ...