COR•REC Tutorials

Quick First Time Setup

We'll walk you through the Quick Setup feature of COR•REC. Total time: 1:50

How to Activate

We'll guide you through activating a COR•REC plugin. Total time: 1:25

Setting Preferences

We'll walk you through the steps to set or change your preferences in COR•REC. Total time: 3:40

Using Help

Learn how to navigate and get the most out of the COR•REC Help Documentation System — using the Contents view, exploring plugin-specific guides, and understanding the terminology used across the platform. Total time: 4:19

Add Your Logo

Add your brand's logo to bring a professional touch to all your COR•REC reports. Total time: 2:39

User Manager

Restrict and grant access to information based on individual users' needs and management requirements. Total time: 4:20

Modify the General Ledger

Walks through the process of modifying the General Ledger. Total time: 1:41

Create a General Ledger Audit Report

Walk through selecting accounts, generating audit reports, and exploring transaction details. Total time: 3:13

Create and Print a Budget Report

An easy tutorial on how to create and print a detailed budget report. Total time: 4:03

Create and Print Custom Reports

How to create reporting groups to generate and print custom reports. Total time: 2:51

Add a Finance Account

Walks you through adding a Finance Account, setting up account details, check preferences, currency settings, and associating your Chart of Accounts. Total time: 4:08

Create Multiple Payable Expense Schedules

Quickly create multiple Payable Expense Schedules using the COA Range lookup feature — entering chart of account values, generating schedules, and organizing them with custom names. Total time: 3:01

Create Payable Expense and Liability Schedules

Add schedules, select Chart of Accounts, and save your work in a few simple steps. Total time: 3:30

Create Payable Accounts and Payable Vouchers

Create Payable Accounts and expenses, set schedules, duplicate repeat expenses, and post transactions. Total time: 5:03

Review Payable Expenses

Add accounts, enter search dates, and review transactions in a few simple steps. Total time: 3:25

Coming Soon Account Receivable tutorials are in production.

Create Individual Report Periods and Report Period Sets

Create Accounting Report Periods in COR•REC — essential for managing financial transactions. Walks through creating individual periods and using the Report Period Set dialog to generate monthly, quarterly, or yearly periods. Total time: 3:12

Sample Data

The sample files used in the data import tutorials can be downloaded here: Download COR•REC Import Examples (ZIP, 29 KB).

Data Migration Overview

Introduces the COR•REC Data Migration Series and explains how the import tools work together — what data must be prepared in advance and how each import fits into the overall setup process. Total time: 3:16

Full Series Playlist