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Peresoft Training

Mastering RecXpress Rules

Unlock the full potential of RecXpress by diving deep into its powerful rule-building capabilities.

Mastering Peresoft SFTP Setup

The seamless setup of the new Peresoft SFTP for both EFTXpress.

Unlocking RecXpress Secrets

In this exclusive webinar recording, Bobby takes you on a comprehensive journey through RecXpress and its myriad features.

Working with Peresoft's Web UIs

How to Install and Activate the Web UIs.

Full Product Training





Product Tips

Cashbook | An Introduction to bakXpress

Introducing our revolutionary product, bakXpress for Cashbook, designed to simplify the user experience.

RecXpress | The Matching Process

A short video showing the matching process in RecXpress and how to best utilize Rules to create an almost completely automated reconciliation.

How to use Auto Numbering and Renumbering

How to Auto Number and Renumber bank statement entries in Peresoft RecXpress for Sage 300.

How to use the Category OTHER

How to use the Category OTHER to easily define and apply rules to the bank statement entries in Peresoft RecXpress for Sage 300.



RecXpress for Bank Services