ASPIRE Training Video Inventory

ASPIRE Training Video Inventory

The following is a list of training videos available in this Knowledge Base. Be sure to browse the Category for additional information related to your topic. 

Accruals/Earnings

Processing Earnings

This video shows the different methods of processing earnings. 

 

Financed Lease with Contract Item Earnings and Loan with Benchmark Pricing Example

7 minute video provides an example of the earnings to expect on a lease with a contract item, and a loan with benchmark pricing. 

 

Earnings Calculation

This video reviews the earnings calculations on a financed lease and a loan.


Admin/System

ASPIRE Navigation 

The attached 21 minute video goes over navigating ASPIRE and understanding the menus and layouts available. 


Asset Management

Equipment Overview

The attached documents and linked videos provides an overview of how equipment is managed in ASPIRE.

Video 1 - Industry Concepts   2:20

Video 2 - Equipment Main Screen    :45

Video 3 - Toolbar Functions    4:35

Video 4 - Other Equipment Screens    7:45

Video 5 - Depreciation   3:00

Video 6 - Add Equipment from Inventory   1:30

Video 7 - Equipment List   3:30

Video 8 - Asset Disposal  9:30

  

Collateral Overview

The linked set of videos and related document attachments cover all aspects of working with collateral in ASPIRE. 

Video 1 - Collateral Introduction  1:45

Video 2 - Collateral Industry Concepts   3:30

Video 3 - Financed Collateral   1:40

Video 4 - True Collateral    1:00

Video 5 - Collateral Fields   6:40

Video 6 - Collateral Header Functions    2:35

Video 7 - Supplemental Collateral Screens    3:30

 

Authentication/Security

Security Profiles

The linked 13 minute video explains the setup of the ASPIRE Security Profiles. 


Billing Adjustments

Billing Adjustments

The linked 9 minute video reviews the credit memo creation process to reverse a scheduled billing. 


Cash Management/Payments

Electronic Funds Transfer Module Training

The recorded training from 9/27/2022 explaining the Electronic Funds Transfer Module


EFT Management 

The linked 8 minute video explains how to manage or change a contract EFT schedule. 

Contract Originations

Configurable Forms 

The linked 7 minute video shows how configurable forms (a.k.a. application templates) are used in ASPIRE. 

 

Setup a Configurable Form

The series of linked videos covers the process of creating a configurable form with demonstrations of key sections.

Video 1 - Introduction - 5:30 minutes

Video 2 - Account Demo - 8:50

Video 3 - Asset Demo - 3:50

Video 4 - Contract Structuring Demo - 6:30

Video 5 - Documents and Contract Entry Page Demo - 5:05

 

 

Enter a Contract via Contract Main

The linked 4 minute video shows how to enter a lease or a loan through the Contract Explorer - Contract Main screen. 


Contract Pricing

Setup a Finance Product

The linked 3 minute video reviews the process for setting up Finance Products in ASPIRE.  


Contract Rewrite

Contract Modification - Payment Restructure

The linked 5 1/2 minute video covers the process of restructuring a payment schedule through a contract modification. 

 

Contract Modification - Payment Schedule Restructure

A 6 minute video of a contract modification that skips 6 payments and includes a rate change.

 

Contract Modification - Principal Paydown 

The linked 6 minute video demonstrates how to do a mid-term loan principal paydown. 

 

Contract Modification - Mid-Term Asset Disposal

               The linked 9 minute video walks through the process of selling an asset from a lease mid-term. 

 

Contract Modification - Mid Term Asset Addition

               The linked 6 minute video demonstrates how to add an asset to an existing lease mid-term. 

   

Credit Adjudication

Credit Adjudication Screens and Pulling Credit Reports 

The attached videos walk through the Contract Explorer - Credit Adjudication screens with a brief explanation of functionality they provide. Video number 2 provides an overview of pulling credit reports. 

Video 1 - Credit screens    8:50

Video 2 - Pulling Credit Reports   5:15

 

Customer Service

Customer Service

The linked series of videos will demonstrate the various features and functionality available on the Tasks menu - Customer Service screen. 

Video 1 - Introduction - 3:00 minutes

Video 2 - Customer and Contract tabs - 1:45

Video 3 - Aging and Transactions tabs - 2:45

Video 4 - Documents and User Defined tabs - 1:40

Video 5 - Billing and Equipment/Collateral tabs - 2:00

Video 6 - Account and Contacts tabs - 2:00

Video 7 - EFT and Comments tabs - 2:00

Video 8 - Preferences and Liens tabs - 2:00

Video 9 - Insurance and Funding tabs - 2:20

 

Debt Note/Funding

Funding Intro and Scenarios

The linked videos provide and introduction to ASPIRE Bank Funding functionality and the common funding scenarios. 

Video 1 - Intro - 3:38 minutes

Video 2 - Funding Scenarios - 12:10

 


Documents

ASPIRE Document Management 

The linked series of videos will demonstrate the various features and functionality available when working with documents in ASPIRE. 

Video 1 - Configuring Document Types - 1:20 minutes

Video 2 - Configuring Document Templates - 1:20

Video 3 - Inserting Data Tags - 2:00

Video 4 - Configuring Document Packages - 1:20

Video 5 - Selecting Document Templates to Generate - 1:50

Video 6 - AdHoc Document Packages - 0:45

Video 7 - Generating Documents - 0:52

Video 8 - Navigating the Document Repository - 2:40

Video 9 - Converting Word documents to PDFs - 0:30

Video 10 - Document Merge and Secure PDF - 0:50

Video 11 - Document Log - 0:40

Video 12 - Other Document Repositories - 0:55

 

DocuSign Webinar

An hour webinar on the ASPIRE - DocuSign Integration given by Peter Haug.

 

Insurance

Insurance Integration

Video 1 covers the need for lease insurance and the standard Insurance functionality. A 5 minute video.

Video 2 covers the insurance integration modules. 

 

Inventory

Inventory Management 

The 22 minute linked video walks through the features and functions available when using the Inventory Management licensed module. 

 

 Loans

Loan Items 

A 9 minute video that walks through setting up Loan Items and adding them to a loan contract. 


Property Tax

PTMS Processing 

The linked 11 minute video covers the import/export procedure for processing PTMS in ASPIRE.


Reports

Reports Overview

The linked 7 minute video reviews the basics for using ASPIRE Dashboard Reports with an attached document outlining some commonly used reports. 

 

Invoice Reports

The linked 10 minute video provides a brief overview of invoice related reports with an emphasis on delinquency and customer service.


Sales Tax

ASPIRE Sales Tax Calculations 

The linked 24 minute video walks through the standard ASPIRE sales tax calculations before and at booking, and during invoicing. 

 

Asset Level Tax Exceptions

An 11 minute video that covers adding asset level tax exceptions in ASPIRE. 


Scheduled Billing

Generating Invoices 

The ASPIRE Billing and Misc Billing video covers the basics of setting up and generating ASPIRE Scheduled Billings and Miscellaneous Billing batches.

Included is a comprehensive overview of user-level security considerations that control access and privilege to invoicing functionality. A look at the Invoice Code configuration is included, being a key parameter on both scheduled and miscellaneous invoices.  
Utilizing JobStream to setup automated processing of Scheduled Billing is demonstrated, as is accessing generated batches in the ASPIRE Global Repository.

An engaging 34 minute video, stressing the location of various setup screens within ASPIRE and specific security settings.  

 


 






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      See linked video for complete details. The 22 minute linked video walks through the features and functions available when using the Inventory Management licensed module. Click here to watch.
    • Equipment Overview and Video

      See attached documents and linked videos. The attached documents and linked videos provides an overview of how equipment is managed in ASPIRE. Video 1 - Industry Concepts   2:20 Video 2 - Equipment Main Screen    :45 Video 3 - Toolbar Functions    ...
    • How to build a new User in ASPIRE v5

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    • ASPIRE Navigation Video

      See linked video for complete details.  The attached 21 minute video goes over navigating ASPIRE and understanding the menus and layouts available. Click here for the video. 
    • ASPIRE Sales Tax Calculations Video

      View the linked video for full details.  The linked video walks through the standard ASPIRE sales tax calculations before and at booking, and during invoicing.  Click here to view the 24 minute video.