Episode 49: Acknowledgement versus Invoice



What’s the difference between an Acknowledgement and an Invoice in Personify? Stemming from a discussion on the community, Rob and Patty Gannon discuss the features of an acknowledgement and an invoice. She also clarifies when you would use one versus the other.

Episode 48: Personify Access Points


In this week’s show, Rob talks about Personify Access Points.  Access Points are another layer of security to control field level access on screens, Persona menu item access and even access to certain system codes.

Episode 47: Personify Helpdesk Services


Would you like to out-source your Personify support? Whether you have a large IT staff that needs to focus on other priorities, or a small one that is overwhelmed, TMA Resources’ Personify Helpdesk Services can provide front-line Personify support to your organization.  This includes creating new users, reporting and metrics on your organizations services requests. Learn more in the video.

Episode 46: Month End Close


What should an accounting team do for month-end close in Personify? Rob talks to Charlene Goldstein about her upcoming Webinar on August 23rd entitled, “Month End Closing Best Practices for Accountants.”  They discuss the agenda for this Webinar and what you will learn from it.

Episode 45: Point of Sale in Personify



This week Rob gets a demo of Personify Point-of-Sale (POS) that has been developed for several customers. This is a streamlined version of our order entry screen made to easily use at your bookstore. It even works with other devices like cash registers and barcode scanners. Watch how it works in this video.