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.

Account Management

  1. Build a New User This hour-long video shows the process of setting up and activating a new user account in ASPIRE.
 

Accruals/Earnings

  1. Processing Earnings  This 17 minute video shows the different methods of processing earnings. 
  1. 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. 
  1. Earnings Calculation This 6 minute video reviews the earnings calculations on a financed lease and a loan.
  1. Understanding Operating Lease Income Calculation Methods This 13 minute video reviews the earnings calculations on a financed lease and a loan.

Admin/System

  1. ASPIRE Navigation  The attached 21 minute video goes over navigating ASPIRE and understanding the menus and layouts available. 
  1. ASPIRE Tips and Tricks  An hour of ASPIRE Tips and Tricks as presented at the 2021 Virtual User Conference.
  1. Configuration settings in the ASPIRE Accounting Options screen  A series of 7 short videos that cover the configuration settings on each tab of the Administration menu - Accounting Options screen.


Asset Management

  1. Equipment Overview The attached documents and linked 37 minute video provides an overview of how equipment is managed in ASPIRE.  
  1. Collateral Overview  The linked 27 minute video and related document attachments cover all aspects of working with collateral in ASPIRE.  

Authentication/Security

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


Billing Adjustments

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


Cash Management/Payments

  1. Electronic Funds Transfer Module Training  The one and a half hour recorded training from 9/27/2022 explaining the Electronic Funds Transfer Module. Includes accompanying documentation for setup instructions and Q&As from the live presentation. 
  1. EFT Management   The linked 8 minute video explains how to manage or change a contract EFT schedule. 

Collections

  1. Collections Configuration Review Video   The linked 4 minute video shows how to setup Collections. 

 

Contract Originations

  1. Configurable Forms Demo   The linked 7 minute video shows how configurable forms (a.k.a. application templates) are used in ASPIRE. 
  1. Setup a Configurable Form  The 30 minute videos covers the process of creating a configurable form with demonstrations of key sections
  1. 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. 
  1. Line of Credit Functionality  The linked 12 minute video demonstrates the setup and functionality of the licensed Line of Credit module. 

Contract Pricing

  1. Setup a Finance Product  The linked 3 minute video reviews the process for setting up Finance Products in ASPIRE.  
  1. Contract Items  The 13 minute video reviews the contract items and their setup. 

Contract Rewrite

  1. Contract Modification - Payment Schedule Restructure  A 6 minute video of a contract modification that skips 6 payments and includes a rate change.
  1. Contract Modification - Principal Paydown   The linked 6 minute video demonstrates how to do a mid-term loan principal paydown. 
  1. Contract Modification - Mid-Term Asset Disposal  The linked 9 minute video walks through the process of selling an asset from a lease mid-term. 
  1. 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

  1. 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.
    1. Video 1 - Credit screens    8:50
    2. Video 2 - Pulling Credit Reports   5:15

 

Customer Portal

  1. Customer Portal Demo  The 63 minute video is a recorded customer webinar presented in April 2024. 

 

Debt Note/Funding

  1. Funding Intro and Scenarios  The linked videos provide and introduction to ASPIRE Bank Funding functionality and the common funding scenarios
    1. Video 1 - Intro - 3:38 minutes
    2. Video 2 - Funding Scenarios - 12:10
  1. Bank Funding Training Module  Real Life Bank Funding Setup Information. A 2 hour in-depth video with accompanying step by step document for setup and processing, and Q&As from the live presentation on Nov 15, 2022.  
  1. Discounting Webinar  This 57 minute webinar walks though the discounting functionality in ASPIRE. 

    Depreciation

    1. Configuration of Depreciation Codes -  The 10 minute video covers details about setting up Depreciation Codes and how they are utilized on individual equipment records. 


      Documents

    1. ASPIRE Document Management   The 14 minute video will demonstrate the various features and functionality available when working with documents in ASPIRE. 
    1. DocuSign Webinar  An hour webinar on the ASPIRE - DocuSign Integration given by Peter Haug.
    1. Bulk Generation of Documents for User Identified Contracts  Documentation and a 14 minute video demonstrating how to generate documents for a group of contracts identified by the user. 
    1. Document Template Training Class  Documentation and a one hour 48 minute video demonstrating document template setup and document generation.
    1. Communications Hub Webinar (formerly Batch Letter Generation) - The linked 35 minute webinar outlines the rebranding of the Document Generation functionality into the newly named Communications Hub and the new features that are now available in it. This in not a new module, simply a re-naming of Document Generation and is fully available in versions after 5.20.67.
     

     Insurance 

    1. Insurance Integration Video 1 covers the need for lease insurance and the standard Insurance functionality. A 5 minute video.
      1. Video 2 covers the insurance integration modules. 

     

    Inventory 

    1. Inventory Management  The 22 minute linked video walks through the features and functions available when using the Inventory Management licensed module. 
    1. Inventory Webinar The 35 minute linked video is a recording of a live webinar done on 8.28.2024 by Tom Daniels of the LTi Client Success Team.
    1. Booking Contracts with Assets from Inventory  The linked KB Article walks through the Admin - Accounting Options settings for Capital Leases, Operating Leases, and Loans that determines the booking entries when you move assets from Inventory onto a Capital Lease, Operating Lease, and Loan.  There is a short video available for each option.

     

     Loans

    1. Loan Items   A 9 minute video that walks through setting up Loan Items and adding them to a loan contract. 
    1. Loan Payoff Immateriality Amount setting in Accounting Options - Loans  The 2 and a half minute video discusses the "Loan Payoff Immateriality Amount" setting that is held within the Administration > Accounting > Accounting Options > Loans tab.  


    Property Tax

    1. PTMS Processing The linked 11 minute video covers the import/export procedure for processing PTMS in ASPIRE.
    1. PTMS Webinar  A 20 minute webinar explaining property tax, how the PTMS Integration manages it, and the file export - import process. 

    Reports

    1. Reports Overview  The linked 7 minute video reviews the basics for using ASPIRE Dashboard Reports with an attached document outlining some commonly used reports. 
    1. Invoice Reports  The linked 10 minute video provides a brief overview of invoice related reports with an emphasis on delinquency and customer service.
    1. Using Contracts from a Work Queue as Your Selection Criteria for a Trial Balance  The quick 1 minute video provides instructions on using a filtered work queue to populate contracts on a Trial Balance report. 

    Sales Tax

    1. ASPIRE Sales Tax Calculations  The linked 24 minute video walks through the standard ASPIRE sales tax calculations before and at booking, and during invoicing. 
    1. Asset Level Tax Exceptions  An 11 minute video that covers adding asset level tax exceptions in ASPIRE. 

    Scheduled Billing

    1. Generating Invoices  The ASPIRE Billing and Misc Billing video covers the basics of setting up and generating ASPIRE Scheduled Billings and Miscellaneous Billing batches.  An engaging 34 minute video, stressing the location of various setup screens within ASPIRE and specific security settings.  

     

    Workflow and Automation

    1. Automation and Contract Profiles Training  This 97 minute recording explains the configuration and use of the Workflow and Automation module, focusing on the Automation configuration screen.



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