Course curriculum

  • 1

    Welcome to Weel (Previously DiviPay)

    • You've arrived!

    • Where to get help during our certification course?

    • Our history

    • Why do accountants & bookkeepers love Weel (Previously DiviPay)?

  • 2

    Creating a DiviPay account

    • Start a free trial

    • Completing a Know Your Customer check (KYC)

    • Adding funds to your account balance for the first time!

    • Let's test your knowledge so far!

    • Creating and setting up Budgets in DiviPay

    • Settings COG & Chart Of Accounts

    • Expense Management Settings & Custom Tracking Categories

    • PDF Download: Admin Quick Start Guide

    • QUIZ: Setting Up Your Account

  • 3

    Key features & functionality

    • Download the DiviPay mobile app

    • How does the Bill Payment functionality work?

    • BPAY Payments in our Bill Payments feature

    • Reimbursements: How does it work in DiviPay?

    • Coding Transactions (DiviPay Bank Feed)

    • Setting Up Subscriptions

    • User Permissions & Role Types

    • Creating Custom Roles & Permissions

  • 4

    Accounting Integrations

    • Xero Integration

    • MYOB Integration

    • QuickBooks Integration

    • No integration: CSV Export

    • What accounting software do you use with your clients primarily?

  • 5

    Partner Program & Client Resources

    • How does the pricing work for my clients?

    • How does the Partner Program work?

    • DiviPay Partner Program

    • Client Resources

    • Your Clients Guide to DiviPay (PDF)

    • Client Email Templates

    • 5 Min Video Demo of DiviPay (To Share With clients)

    • Client Materials

  • 6

    Graduation

    • You're Officially Certified!

    • DiviPay Certification Badge

    • Feedback

Key Learnings

In this course you'll be able to meet and learn from key experts within the DiviPay team as well as other accounting and bookkeeping partners that have already completed the course.

  • Learn how to create and setup a DiviPay account for your team and for your clients

  • Understand all the features and functionality withing DiviPay including Apple & Google Pay smart cards, subscription management and automated bill payments.

  • Become certified and showcase your DiviPay knowledge to your clients and local community. Be the go-to expert they need in their business life.