Instructional Videos

A joint conversation between Qbyte CS Land and Qbyte Financial to discuss commonly asked questions concerning topics like Business Associates and Cost Centre integration, EFT Payments, Withholding Tax, and Qbyte Optix reporting.

Using Qbyte Optix can streamline your analysis and save valuable time. This session highlights new reporting functionality added in the 22.X releases. Join us for a look at which reports now have the “Accounts without a Balance” functionality, see how Optix uses the “Optional” AFE Required flag in the Chart of Accounts, and understand how you can launch the Voucher Imaging Link and Invoice Imaging Links from the Data Extract output.

Want to understand the new features added to Qbyte Financial in our 22.x releases? Join us as we highlight enhanced search panel functionality for DOI and Business Associates, learn about grid sorting improvements, see the new security and attachment capability for Business Associate banking information, learn how the invoice status will reset when a Payment Process Voucher is zapped, and get excited about the ability to launch context-specific Qbyte Optix reports from the Attachments Management screen.

Do you have new employees that require basic Qbyte Financial training? We are thrilled to announce a new Virtual Learning Lab: Qbyte Financial 101. This complimentary learning opportunity is specifically designed to help new and junior users perform basic application processes. Qbyte Financial 101 will provide attendees with the fundamentals required to create, view, and post Accounts Payable and Accounts Receivable transactions in Qbyte Financial/Qbyte Optix. Plus, we will look at valuable reporting options.

Learn how to use Spreadsheet Uploads to enter data in Qbyte Financial.

Learn more about how to navigate Qbyte Financial.

Learn more about using hot keys in Qbyte Financial.

Learn how to access the Qbyte Financial Wiki directly from the Qbyte Financial application.

Learn about the Clear Sort button that is available on key screens and restores the grid sort to the default.

DOI setup, linking DOIs, DOI types, and resolution of common DOI errors.

Learn how to build a Reporting Hierarchy Entity.

Learn how to add an overhead link directly to a Cost Centre or AFE.

Learn how to add a DOI Link to a Cost Centre or AFE.

Learn how you can launch a Business Associates Details report in Qbyte Optix directly from Qbyte Financial.

Learn how to provide users with the ability to approve AFEs.

Learn how you can launch an AFE Details report in Qbyte Optix directly from Qbyte Financial.

Learn more about the Cost Centres screen in Qbyte Financial.

Learn how to set up an alternate reporting currency on an organization, and how to enter a transaction in an alternate currency.

Source invoice linking gives users the ability to see all offset lines associated to an invoice through its lifecycle. As invoices are created or adjusted, source invoice links are fully tracked, allowing users to see all activity related to an invoice.

Source invoice linking gives users the ability to see all offset lines associated to an invoice through its lifecycle. As invoices are created or adjusted, source invoice links are fully tracked, allowing users to see all activity related to an invoice.

Let’s review your interface process between Qbyte Metrix and Qbyte Financial. Do you have a good understanding of the reports to review, resolutions for some of the error messages, and the process in both systems? In this webinar, we will share some tips to simplify your experience.

Do you need help navigating the Qbyte Financial/Qbyte CS Land interface? Our Virtual Learning Lab specifically focuses on lease rental and master file integrations between the applications. This session will provide you with the fundamentals required to set up, execute, and troubleshoot the lease rental process, along with EnergyLink integration. We will also talk about cost centre and business associate integrations and comparative reporting.

Do you have EFTs sitting in your Qbyte Optix Outstanding Payments report that have already cleared your bank?  Do you know how to use the Cleared Payment Reconciliation spreadsheet upload to clear a large volume of payments?  Are you wondering how to book Pre-authorized Debits and set them as cleared in Qbyte Financial?  Join us as we show you how to clear payments in Qbyte Financial using the Qbyte Optix Payment Data Extract report and the Cleared Payment Reconciliation spreadsheet upload in Qbyte Financial – plus much more!

Are you spending extra time running multiple reports to look at year-over-year trends in your business? Join our presentation on Operations Trends reports that provide multiple year views in HTML, PDF, and Excel. Does tax time mean long hours gathering information for government filings? See how the T5/NR4 extract is a single-step process for information gathering.

A time-saving new way to search for prior payment parameters using the filters available in the Payment Process screen.

A discussion of month end processes and how to resolve some common month end issues.

Learn how to run the Gross to Net process in one step, as opposed to running multiple jobs.

Learn how to run a T5 NR4 extract to get raw data for government reporting.

Let’s review the Qbyte Financial year-end process. We will discuss reports and checks to prepare for running year-end, running the year-end process, and how to handle post-year-end close entries.

Learn how you can launch Qbyte Optix from Inquiry screens within Qbyte Financial while taking advantage of some of the additional reporting capabilities offered by Qbyte Optix.

Is your business essentially paperless, but you are concerned about how to manage attachments? Join us as we show you the new Attachments Management screen in Qbyte Financial. You will also learn about a time-saving new way to search for prior payments in the Payment Process.

Learn how to set the Default Organization for the Transaction Data Entry screen.

Learn how to enter a Default Accounts Payable Invoice Type, Default Accounts Receivable Invoice Type, and Default Voucher Type for the Transaction Data Entry screen.

Learn more about the functionality of the Attachments screen, a central place for users to manage all attachments.

Learn how to install the Qbyte Exchange Add-in in Excel.

Learn how to use the Qbyte Exchange Business Associates Module.

Learn how to use the Qbyte Exchange Cost Centres Module.

Learn how to use the Qbyte Exchange AFEs Module.

Learn how to use the Qbyte Exchange Allocations Module

Do you need to report or analyze data using attributes not available?  Would you like to define attributes unique to your business?  Watch this video as we explore recently added UDFs (User Defined Fields) on the Qbyte Financial Chart of Accounts and look at how they can be used in Qbyte Optix reports.

Explore the new reporting functionality recently released in Qbyte Optix!  We will discuss the Audit reporting available for AFEs and Cost Centres; how the Royalty Income Comparison Summary report can highlight Royalty Income which may be missing from your organization; and review how the Month End Analysis report can perform various validations needed during your month end accounting cycle.

Data extracts are a powerful type of Qbyte Optix report that allows for the building of specialized output. But what happens when there is too much data? This session will highlight tips and tricks to locate data and narrow down data search results to help build data extracts easily. We will also cover features such as subtotaling, ordering, and addition of criteria within Qbyte Optix.

Optix Advanced Reporting Criteria provides tremendous flexibility in determining output for any report. Understanding how to define the criteria to obtain your desired results is the focus of this session. We will cover concepts such as Static vs. Dynamic criteria, Importing Lists, how to use the Data Relationship functionality, and how to save time by creating Defined Lists/Criteria once that can be used on many reports.

Learn about the various criteria options that are available when running reports in Qbyte Optix.

Learn how simple it is to create and use Favorites Categories in Qbyte Optix.

Learn how to create and use a new Report Criteria Group in Qbyte Optix.

KPIs (Key Performance Indicators) are the most common way to achieve greater value from data and increase efficiency by highlighting anomalies. Watch this video to learn how to create your own specialized reporting KPIs in Qbyte Financial. You will also hear about enhancements to the Qbyte Optix Summarized Operations Trends report which provides the option to include your specialized KPIs displayed the way you want to see them.

Are you spending extra time running multiple reports to look at year-over-year trends in your business? Join our presentation on Operations Trends reports that provide multiple year views in HTML, PDF, and Excel. Does tax time mean long hours gathering information for government filings? See how the T5/NR4 extract is a single-step process for information gathering.

Exporting Operations Reports with multiple worksheets into one Excel file has never been easier.

Are you looking for a way to make ESTMA (Extractive Sector Transparency Measure Act) reporting easier? Do you know how to set up account groups in Financial or source invoice link?  Tune in to see how all these functionalities can make government reporting a breeze.  We will also showcase the latest functionality added to the Optix audit reports!

Learn how to generate a Duplicate Invoice Analysis report.

Learn the Qbyte Optix reports that can assist with Extractive Sector Transparency Measures Act (ESTMA) reporting.

Learn how to view Cost Centre master file changes by running the Cost Centre Audit Details report.