Build your Gravity Software skills with step-by-step training videos covering setup, everyday accounting, multi-entity management, financial reporting, automation and advanced features.
Whether you’re preparing for go-live, learning a new workflow or expanding how you use Gravity, these resources can help you and your team get the most from the platform.
New to Gravity? Start with the recommended training resources below, then explore role-specific and advanced training as you need it.
Get familiar with the Gravity Software interface and learn how to find features, move between screens, work with records, and navigate the system efficiently.
In this tutorial, you’ll learn how to:
Recommended for: New Gravity users and anyone who wants a refresher on navigating the system.
This tutorial walks you through setting up your first company in Gravity Software, from understanding the home screen to completing your initial setup using the Entity Configuration Wizard.
Key topics covered include:
Learn how to access core areas such as Financials, Revenue, Expenses and Inventory, and where to find System Settings for configuration.
Your first company in Gravity is created as the Master Entity. It establishes database-level settings, including fiscal year and multi-entity configuration, that apply across your Gravity environment.
Define your fiscal year-end date and accounting periods to establish the financial calendar used for transaction processing and reporting in Gravity.
Use Gravity’s Excel-based template to build and import your Chart of Accounts, including account numbers, descriptions and account types. A well-designed Chart of Accounts provides the foundation for consistent financial reporting across your entities.
Design account segments for your core financial structure and use dimensions to track additional details such as departments, projects, programs or other reporting needs. Together, they provide flexible ways to organize and analyze financial data without overcomplicating your Chart of Accounts.
Configure unique ID sequences for transactions, such as journal entries and bills, to create a consistent numbering structure and help distinguish historical data from transactions created in Gravity.
Configure invoice settings and default values, including invoice formats, service dates, document requirements and numbering options, to support consistent billing processes in Gravity.
Assign default GL accounts for common accounts payable and accounts receivable transactions, such as accrued expenses, write-offs and taxes, to support accurate and consistent financial posting.
Define your base currency and configure the accounts and settings needed for multi-currency transactions and financial reporting across your entities.
Set up a default site to support purchasing and invoicing workflows in Gravity. A default site is required even if your organization does not use inventory for cost tracking.
Use the Entity Configuration Wizard to add additional companies to your Gravity environment. Each entity can maintain its own company information and settings while operating within the shared database structure that supports multi-entity management and consolidated reporting.
By the end of this video, you’ll be able to:
Build on the fundamentals with step-by-step tutorials covering everyday workflows and processes in Gravity Software. These videos can help you manage transactions, reporting and automation more efficiently as you work in Gravity.
Start with Gravity’s AI-powered Help System. This video shows you how to find answers, access documentation and get guidance directly within Gravity as you work.
Watch Gravity’s AI-powered Help System
Explore the core accounting and financial management capabilities in Gravity Software. These tutorials cover the primary areas used to manage financial activity, reporting and multi-entity operations across your organization.
Streamline purchasing, inventory and order management across your entities with Gravity Software’s integrated operations capabilities.
These tutorials show how Gravity connects purchasing, inventory and sales processes to provide greater visibility and control across your operations.
Discover how Gravity Software’s foundation on Microsoft Power Platform helps you connect data, automate workflows, use AI and protect your financial operations.
These videos show how Gravity works with Microsoft technologies, including Microsoft 365 Copilot, Power Automate and Azure, to extend accounting workflows, improve access to financial information and support enterprise-grade security.
Continue exploring Gravity Software or get the help you need.
Explore integrations
Connect Gravity with other business applications and explore available integrations and data connections.
Get Gravity Support
Have a question or need help with a feature? Contact Gravity Support for troubleshooting, training and product guidance.
Expand your Gravity system
Interested in adding modules or advanced functionality? Contact your Gravity sales representative or reach out through our Contact page to discuss your options.