Software Setup Resource Links for Finance Executives

TASK		HELP RESOURCE LINKS
Introduction to Hero
Log into Hero on a computer and bookmark the URL		Video Tutorial: Logging into Hero Help Article: Logging into Hero - Information for Staff
Download the Hero app onto your mobile device and log in		Apple App Store Google Play
Watch the Navigating around Hero video		Video Tutorial: Navigating around Hero Help Article: Navigating around Hero
Set up your Hero profile		Video Tutorial: Set up your Hero Profile Help Article: Changing your Staff Profile Image
Learn how to give other staff members access to Hero		Video Tutorial: Giving other staff members access to Hero Help Articles: Adding a New Staff Member Editing Staff Details
Learn about student profile icons and symbols		Video Tutorial: Student Profile Icons and Flags Help Articles: Student Profile Icons and Flags Student Tracking Flags
Learn about student enrolment information		Video Tutorial: Learn about Student Enrolment Information Help Articles: Accessing Student Information Editing Student Information
See an overview of caregiver Hero accounts		Video Tutorial: Overview of Caregiver Information and Hero Accounts Help article: Understanding Contacts
Learn how to create groups and classes		Video Tutorial: Learn how to Create Groups and Classes Help Articles: Creating a Class Creating a Group of Students
Learn how to communicate with your community from Hero		Video Tutorial: How to communicate with your community from Hero Help Article: Posting to the Staff Feed Posting to the Community Feed
Learn how to build and access lists		Video Tutorial: Learn how to Build and Access Lists Help Articles: Creating a List of Student Information Generating Pre-Made Lists in List Builder
Learn how to take the daily roll		Video Tutorial: How to Take the Daily Roll from a Class Help article: Taking Attendance for a Class or Group
Learn about Pages in Hero		Video Tutorial: Demonstration of Pages Help article: Writing a Post Deleting a Post
Hero Student Billing - Settings
Introduction to Hero Billing		Video Tutorial Hero Student Billing Training Introduction   Help Article Overview of Hero Billing
See the Parent View of Hero billing		Video Tutorial What Finances Caregivers see in the Hero App   Help Article Viewing and Paying Statements Online as a Caregiver
Learn about Stripe (Online Payment tool)		Video Tutorial Learn more about the Stripe Payment Option
Customise your Finance Options		Video Tutorial Customise your Finance Options   Help Article Setting your Finance Options (Including Stripe)   Enable your Xero Integration and prepare your Xero Ledgers
Setting up your Ledgers		Video Tutorial Setting up your Ledgers   Help Article Setting up your Ledger   Learn how to set up your ledgers with the Xero Integration
Set up your Ledger Items		Video Tutorial Setting up your Ledger Items   Help Article Creating and Maintaining Ledger Items
Hero Student Billing - Training
Learn how to create a Line Item for an individual student		Video Tutorial Create a Line Item for an Individual Student   Help Article Creating a Line Item for an Individual Student
Learn how to create line items for groups of students		Video Tutorial Create Line Items for Groups of Students   Help Article Creating a Line Item for a Group of Students
Learn how to process payments		Video Tutorial Learn how to Process Payments   Help Articles Understanding Payments in Hero Pay a Single Line Item Paying Multiple Line Items with a Single Payment
Learn how to apply Payments in Advance		Video Tutorial Learn how to apply a Payment In Advance   Help Articles Adding a Payment in Advance Paying a Line Item from Payment in Advance Transfer Payment in Advance to a Sibling
Learn how to Generate a Receipt		Video Tutorial Learn how to Generate a Receipt   Help Articles Generating a Tax Donation Receipt Generating a Receipt for a Single Payment or Line Item
Learn how to process refunds, voids and write-offs		Video Tutorials Learn how to process Refunds, Voids and Write Offs in Bulk Learn How to Process Refunds, Voids and Write Offs for Individual Students   Help Articles Bulk Refunds and Voids / Cancelling an Event Writing off Line Items in Bulk Handling Refunds Voiding and Writing off Individual Line Items Deleting a Void or Write Off Applying Discounts
Learn how to Generate Finance Reports		Video Tutorial Learn how to Generate Finance Reports   Help Articles Student Billing Guide-Transaction Reporting Creating a Debtors Report
Learn how to send transactional data to Xero		Video Tutorial How to send your transactional data to Xero
Learn how to Distribute Statements		Video Tutorial Learn how to Distribute Statements   Help Articles Emailing Statement Notifications for a Family or Individual Emailing Statement Notifications for a Group of Students Printing Statements for a Family or Individual Printing Statements for a Group of Students
Learn how to set Finance Access		Video Tutorial Learn how to Set Finance Access   Help Article Managing Statement Recipients
Learn how to Populate Student Billing Account Salutations		Video Tutorial Learn how to Populate Finance Account Salutations   Help Article Generating Receipts from the Hero App (Caregiver Receipt Printing)
Optional
Subscribe to Hero's webinar series		Click here for more information and to subscribe to the Hero Webinar series.