We have videos designed specifically to help our customers get started with CenterPoint. The video training is delivered over the internet (best viewed with a high-speed internet connection), making it available 24 hours a day and can be viewed from the comfort of your own home or office. The videos range from 2 - 20 minutes and are designed to help you become familiar with your software program in the shortest amount of time. The length of each video displays under the title of the video.
Installation and Registration Videos
| Register on the Red Wing Software website | 
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Duration: 6 min 07 sec
This video covers the registration process for the Red Wing Software website. Registration is required from many features on the website.
| Register CenterPoint |
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Duration: 2 min 09 sec
This video covers the methods that can be used to register CenterPoint.
| Download CenterPoint and Install (Single User) |
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Duration: 5 min 39 sec
This video covers the process of downloading and installing the current version of CenterPoint from the Red Wing Software website.
| Check for and Install CenterPoint Updates |
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Duration: 2 min 34 sec
This video covers how to check for new releases of the program available for download from the Red Wing Software website and can be accessed from the CenterPoint program. You must own a Red Wing Software Customer Care Membership to download program updates and be connected to the internet to check for updates.
Introduction to CenterPoint
Database Security
| Enabling Security |
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Duration: 7 min 20 sec
This video discusses how to enable database security. It also describes the levels of security; Database Password, Database Users, and Limited Functions for Database Users. or outlines the series of database security levels
| Security Options |
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Duration: 5 min 10 sec
This video discusses the password security options which allow you to customize how long a password must be, the characters that must be included in the password to be valid, and how often it must be changed. If your organization doesn't have any requirements regarding the password, this step can be skipped.
| Create and Manage Database Users |
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Duration: 6 min 39 sec
This video discusses setting up database users which allows CenterPoint to track the transactions entered or modified by each user and authorize which processes they can access.
| Create and Manage User Groups |
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Duration: 6 min 13 sec
This video discusses how users can be assigned to user groups that then are given access to specific menu selections (security policies) in CenterPoint.
| Create and Assign Security Policies |
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Duration: 10 min 59 sec
This video discusses Security Policy assignments which are used to grant or deny access to user groups. Every user automatically belongs to the Public User Group. The Administrator user group has full access rights which cannot be taken away.
| Navigating in CenterPoint |
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Duration: 7 min 20 sec
This video covers navigating CenterPoint using menus, tool bars, and the QuickList. Red Wing Software has set up default tool bars and a QuickList for you, both of which can be customized. The Quick List becomes a way for you to customize the menus in CenterPoint.
| How to Use Preferences |
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Duration: 6 min 05 sec
This video discusses the File > Preferences menu selection and how to select a preference category, set a preference, the differences between the Current Settings, Global, Application, Database, and User tabs, determine which tab is being used to determine the way the preference is set, and how to save your preferences.
| General Preferences |
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Duration: 9 min 55 sec
This video covers the preferences that are commonly used to customize CenterPoint from File > Preferences. Some of the general preference s settings discussed are: Accounts, Address, Backup, Base, Date Settings, Default, Online Update, Printing, Database Security, etc.
| Getting Help |
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Duration: 2 min 08 sec
This video covers how to access Help from CenterPoint by using the F1 key, the Help > CenterPoint Help menu selection, or the Red Wing Software website. It also discusses searching and navigating the Help.
| Back Up CenterPoint Data |
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Duration: 6 min 56 sec
This video discusses creating an easy to restore copy of your CenterPoint data, user files, file repository, or Aatrix history (for CenterPoint Payroll only).
| Restore CenterPoint Data |
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Duration: 2 min 46 sec
This video discusses restoring a copy of your CenterPoint data, user files, file attachment repository or Aatrix history files (if you use CenterPoint Payroll).
| Customizing Lists Using Filters |
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Duration: 5 min 22 sec
This video covers using filters to locate items in a list by adding columns, sorting, expanding the Filtering options, and creating custom filters.
| Using Lookups |
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Duration: 11 min 26 sec
This video covers how to set the way your look-ups work by using Lookup Field Settings in File > Preferences > General > Defaults and also on a field-by-field level using Lookup Options or Begins With or Contains right-click options. It also discusses customizing lookup lists and resetting lists to default values.
| Right-click Options |
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Duration: 4 min 10 sec
This video discusses some of the right-click options found in Setup lists; Add/Remove Columns, Activate/Deactivate, Sort Columns, View Transaction History, etc. It also reviews right-click options from Transaction screens; Set As Default, New, Show All Items, Add/Remove Columns, etc.
| Numbering Sequences |
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Duration: 9 min 50 sec
This video covers how to customize the various numbers in your CenterPoint data, for example check, invoice, and bank deposit slip numbers. Each sequence type is reviewed, as well as the options available for formatting the numbers and how to handle duplicate numbers.
| Using Reminders |
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Duration: 9 min 49 sec
This video reviews the different types of reminders that can be displayed in CenterPoint; Payable, Receivable, General, and Scheduled Reminders, and discusses the specific settings/actions that can take place with each type of reminder.
| Customizing Columns in a Grid |
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Duration: 6 min 30 sec
This video covers how to customize the account activity displayed in columns in a grid on transaction entry screens by adding/removing and changing the order of columns, repeating the previous value, expanding/collapsing row details, and ordering rows using line sequences.
| Entering Dates |
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Duration: 2 min 14 sec
This video discusses some of the shortcuts that can be used when entering dates in CenterPoint transaction entry screens.
| Setting Tab Stops |
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Duration: 2 min 7 sec
This video discusses how you can customize CenterPoint transaction entry screens by determining which fields are stopped at for data entry.
| Using Function Keys |
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Duration: 4 min 10 sec
This video discusses the function keys available that allow you to move around in CenterPoint using the keyboard rather than switching to the mouse.
| Tasks |
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Duration: 06 min 43 sec
This video discuss the Tasks panel located on the QuickList which provides a reminder of Dynamic Tasks that are due, past due, and coming due soon for Accounts Payable invoices, Credit Card Liabilities, or Payroll Liabilities or scheduled one-time User Tasks or Recurring User Tasks that act as scheduled reminders. User Tasks can be configured to launch menus items to perform the task and sequenced to form a workflow, for example all the tasks involved in completing a pay run can be listed in order and recur on the same day of the week every two weeks.
Working with CenterPoint Reports
| Printing/Previewing Reports |
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Duration: 24 min 57 sec
This video covers the Report menus, the organization of CenterPoint reports, finding reports, report selection filters that determine the information that will display on the report, previewing, and printing reports.
| Customizing Reports |
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Duration 16 min 08 sec
This video discusses the options that can be used to customize CenterPoint reports; report selection filters, adding, moving, and resizing columns, adjusting headers, adding subtotal groups, determining sorting order, excluding items from a report with filtering, displaying totals only, etc.
| Report Favorites |
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Duration: 18 min 12 sec
This video discusses the methods used to save modified system supplied reports as a Favorite. It also discusses organizing your Favorites into folders, renaming reports, removing or reordering reports in a Favorite folder, and determining which tabs display by default in the Reports screen.
| Batch Reports |
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Duration: 16 min 17 sec
This video discusses batch reports which allow you to print/export multiple reports at the same time without having to select each report individually. Batch repors can be used when you need to send a group of reports to their accountant or their banker periodically.
Transaction Search
| Using Transaction Search |
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Duration: 6 min 32 sec
This video discusses the basics of Transaction Search; accessing, the three different parts; Date Selection, Format Definition, and Filter Definition, printing search results, editing, deleting, or voiding transactions, reprinting checks, applying a filter, and changing the format of the search results.
| More About Transaction Search |
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Duration: 12 min 29 sec
This video discusses how to use Transaction Search to help answer questions about Accounts Receivable and Accounts Payable by using transaction type filters, viewing payment history, using results level of detail and group on transaction, displaying the activity linked to the original transaction, and saving format definitions. It also discusses how to display an audit trail of modified or deleted transactions and viewing cleared bank transactions.