Here, you’ll find comprehensive video tutorials and product guides designed to help you and your team get the most from Gravity’s cloud-based accounting platform — from first-time setup to advanced automation and analytics.
Whether you’re a new user or an experienced accountant exploring advanced modules, these videos will guide you step-by-step through every feature of Gravity Software.
This video introduces you to how Gravity Software is organized — helping you understand where to find key features, how to move between screens, and how to work efficiently within the system.
In this tutorial, you’ll learn how to:
Navigate the main menu:
Access all major areas of Gravity — such as Financials, Revenue, Expenses, and Inventory — through the menu on the left side of the screen.
Work within views:
Learn how to open, filter, and sort records (like vouchers or bills) using customizable views.
Use tabs for quick data access:
See how Gravity organizes form details into tabs such as Default Values, Voucher Lines, and Activities for a cleaner, more efficient experience.
Switch between records quickly:
Discover how to move between multiple records or transactions without closing and reopening forms.
Filter and search:
Learn to use advanced filtering to find specific transactions or records, with flexible conditions such as vendor ID, posting status, or amount thresholds.
Follow consistent workflows:
Explore how Gravity keeps core accounting processes intuitive — from purchasing and receipts to billing and payments — all following the same logical flow.
Access reports and settings:
Find out where to locate reports within each module and how to open your system settings under the Financials area.
This tutorial is ideal for new users learning the layout of Gravity or experienced users looking to refine their navigation skills.
If you’re new to Gravity Software, this section will guide you through the essential first steps of setting up your environment, configuring your first company, and understanding how Gravity organizes your financial data.
These tutorials are ideal for system administrators, controllers, and new users responsible for configuration and day-to-day financial management.
This tutorial walks you through setting up your first company in Gravity Software — from understanding the home screen to completing your initial configuration using the Entity Configuration Wizard.
Key topics covered include:
Learn how to access core areas like Financials, Revenue, Expenses, and Inventory, and where to find System Settings for configuration.
The first company you create is called the Master Entity. It stores database-level attributes — such as fiscal year setup and multi-entity configuration — that apply across your system.
Define fiscal year-end dates, calendar or custom reporting periods, and reporting structures. Each company can maintain its own fiscal period setup to match your organizational requirements.
Use Gravity’s Excel-based template to import or create your chart of accounts. This includes setting account numbers, descriptions, account types (balance sheet or P&L), and dimension rules for financial reporting.
Set up flexible account segments (for departments, locations, or divisions) and financial dimensions (for projects, partners, or investments) to create dynamic, meaningful reports.
Configure unique ID sequences for transactions (e.g., JT1000 for journal entries, AP1000 for bills). This helps you distinguish between historical data and transactions created in Gravity.
Choose between Word-based invoices for flexible design and customize attributes such as service dates, document requirements, and numbering formats.
Assign default GL accounts for common transactions (e.g., accrued expenses, write-offs, taxes) to ensure accuracy in financial posting.
Define your company’s base currency and rounding accounts. Gravity allows each entity to maintain its own currency configuration.
Even if you’re not using inventory for cost tracking, learn how to configure a default site for managing lists or items within purchasing and invoicing modules.
When you’re ready to expand, use the wizard to add more entities. Each new company can have unique configurations while sharing the same database structure for consolidation.
By the end of this video, you’ll be able to:
Configure your company structure and understand how master and subsidiary entities work together.
Build and import your chart of accounts to fit your organization’s reporting needs.
Define fiscal settings and reporting periods tailored to each entity.
Set up and manage reporting dimensions and account segments for deeper insight into your financial data.
Practical step-by-step tutorials that guide you through essential workflows and daily processes in Gravity Software. These videos are designed to help you confidently manage transactions, reporting, and automation across your financial operations.
The most important video to start with is Gravity’s built-in Help System powered by AI, which shows you how to get answers fast, explore documentation, and access real-time guidance directly within the application.
Comprehensive tutorials that help you manage your organization’s accounting and financial processes in Gravity.
These videos guide you through payables, receivables, budgeting, and reporting so you can maintain accuracy and visibility across every entity.
Explore Gravity’s operational capabilities designed to streamline purchasing, inventory, and order management across every entity.
These videos highlight how Gravity connects your front- and back-office processes to deliver accurate, real-time operational control.
Discover how Gravity Software’s foundation on the Microsoft Power Platform empowers you to automate, connect, and protect your accounting operations.
These videos demonstrate how to extend your financial workflows using Power Automate, gain deeper insights with Power BI, and maintain enterprise-grade security backed by Microsoft Azure.
If you’re looking to connect Gravity with other business applications, visit our Integrations page to learn about available connections and data flow options.
If you have questions or need help with a specific feature, please reach out to Gravity Support directly. Our support team is ready to assist with troubleshooting, training, or guidance.
Interested in adding new modules or advanced functionality to your current system?
Contact your Gravity sales representative or leave us a message through our Contact Page — we’ll be happy to discuss your options.