Checkbook and Bill Pay

Checkbook and Bill Pay Videos


This video series covers hpCommerce Orion's Checkbook and Bill Pay systems.  Orion features an easy to use system to manage your checkbook and to keep track of an pay your bills.  Using this system you will be able to expense out the checks that you write and keep track of the bills you owe.  The system can even be used to print checks.  Watch the videos below to learn more.

 Topic
 Notes
Video (click icon to watch)
Checkbook Module Overview
Watch this video to gain a quick overview of Orion's system to manage your checkbook.1:29
Check Book Module Account Setup

This video covers how to set up banking accounts.  You can set up as many banking accounts as needed.  You can even establish accounts to manage credit cards.

3:04
Checkbook Module Transaction Types

All transactions that are entered into the checkbook have a "transaction type".  Watch this video to learn more about these types and how to manage them.

3:03
Checkbook Module Categories

All transactions in the checkbook and Bill Pay modules are dispersed to categories.  Watch this video to learn how to create and manage categories.

4:35
Checkbook Module Entering Transactions

Checkbook transactions are simple to enter into Orion.  Simpler than doing it on paper.  After watching this video you will agree.

4:50
Checkbook Module Setting Starting Balance

Setting a starting account balance for your accounts is simple.  To learn the procedure watch this video.

4:10
Checkbook Module Deposits

You have many different deposit types available to post deposit transactions to your checkbook.  Watch this video to learn how to use them.

4:33
Checkbook Module Check Register

Watch this video to learn how to work with the check register in Orion.  Once transactions and deposits have been entered you use the register to work with them.

4:45
Checkbook Module Check Printing

Orion can print checks too.  Watch this video to learn how to print checks.

4:08
Check Book Module Reports

You can print register reports and income and expense reports via the checkbook.  Watch this video to learn how.

2:37
Bill Pay Bill Entry

Entering a bill to pay now or in the future is simple in Orion's Bill Pay Module.  Watch this short video to learn now.

2:40
Bill Pay Managing Bills

Orion has tools to allow you to manage your bills.  You can look for bills that are due within a certain period of time and you can get a quick calculation of cash requirements to pay bills that are coming due.

4:51
Checkbook Paying Bills

Once you select a bill to pay you use the Checking Module to pay it.  This allows you to pay a bill or part of a bill from any account.  This video explains how.

3:36
Bill Pay Vendor Tools

Once bills have been entered you can view them from Vendor Management in Orion.  This includes bills and checks written too.  This short video shows you how.

2:16