Therap Training Academy: Self Paced, On Demand Training Courses

This account is separate from your Therap User Account.Read More

Therap Training Academy: Self Paced, On Demand Training Courses

This account is separate from your Therap User Account.

Personal Finance for Administration and Account Set-up

This course will provide you a walkthrough of Therap’s Personal Finance Administration and Account Set-up. Therap’s Personal Finance module is designed to record an individual's transactions for any type of account (i.e. Cash on Hand, Personal Spending, Gift Cards, and other) as well as attaching/scanning receipts. We will cover Personal Finance User Privileges and Super Roles, Provider Preferences, Institutions, Merchants and Types and Categories, and how to create the ‘Personal Finance Account’.


Training Academy Support
academy@therapservices.net

Modules in the Course:
Personal Finance for Administration and Account Set-up