Course curriculum

    1. Introduction to Advanced Neos User Course

    1. Lesson 1 - Introduction to Neos Reports

    2. Lesson 2 - Viewing a Report

    3. Lesson 3 - Exporting & Subscribing to Reports

    4. Lesson 4 - Modifying & Saving as New Reports

    5. Quiz #1

    1. Lesson 1 - Intro to Advanced Search

    2. Lesson 2 - Accessing Advanced Search

    3. Lesson 3 - Creating & Saving Neos Advanced Searches

    4. Lesson 4 - Exporting, Saving, & Printing Advanced Searches

    1. Lesson 1 - Intro to Dashboards

    2. Lesson 2 - Creating Dashboards in Neos

    3. Lesson 3 - Sharing Dashboards with other Users

    4. Lesson 4 - Modifying Existing Dashboards in Neos

    5. Quiz #2

    1. Lesson 1 - Introduction to Advanced Value Tab

    2. Lesson 2 - Settlement Calculator

    3. Lesson 3 - Intro to Settlement Memos

    4. Lesson 4 - Generating Settlement Memos

    5. Lesson 5 - Check & Deposit Requests

    6. Lesson 6 - Value Funds

    7. Lesson 7 - Case Budget

    1. Lesson 1 - Introduction to Time Keeping

    2. Lesson 2 - How to Create a Time Tracking Item

    3. Lesson 3 - Creating & Submitting Invoices

    4. Lesson 4 - Reviewing/Approving Invoices and Receiving Payments

    5. Quiz #3

About this course

  • Free
  • 34 lessons
  • 1 hour of video content