The footage to gather
- A sample invoice
- Categorising or matching it
- The review screen
Give each moment a little breathing room. Get close enough to show the detail, and keep the original clips handy.
Plan a first-session lesson
Opening
Explain what the user needs ready before beginning.
Middle
Group setup into a few checkpoints and pause on any choice that affects the result.
Ending
Point to the first useful action after setup.
Review it for accounting software
Use example figures and do not present a product tour as accounting advice.
Ask yourself: Can the user tell what is required and what can wait?
Watch it as if you were seeing it for the first time. If something is unclear, try a different cut or add the missing shot.