Services

Training

Training is invaluable to the success of your accounts system – It ensures that you as a company are fully utilising the resources and features available to you.

Example Training Format

The training is normally in half day blocks, but can also be taken over a full day (9.00am –5.00pm).

Below I have shown what is normally covered in each half day session. Please note that for each client these vary, and are very much dependent on each client’s requirements.

You can choose which areas are of interest to you.

Training Session 1 (Half Day)		Training Session 2 (Half Day)
Setting Up Company Defaults		Opening Balances
» Financial Year		» Entering Opening Balances for customer and supplier accounts.
» Tax Codes		» Using Journal Entries to reverse figures from Trial Balance
» Departments		» Entering the opening balances for nominal Records
Nominal Ledger		Processing Customer & Supplier Transactions
» Designing Nominal Records		» Processing Invoices & Credit Notes
» Control Accounts		» Processing Customer Receipts
» Chart of Accounts		» Supplier Payments
» Budgets		» Printing cheques
Customer Records		Reporting
» Defining a coding structure		» Customer Reports
» Entering Customer Records		» Supplier Reports
» Defining Customer Defaults		» Financial Reports
Supplier Records		» Amending existing Reports
» Defining a coding structure		» Creating New Reports
» Entering Supplier Records
» Defining Supplier Defaults
End of Day Routines
» Checking Data
» Backing Up Data

Training Session 3 (Half Day) Journal Entries » Processing Journal Entries » Skeleton Journals Bank, Cash & Credit Card Transactions » Paying Non Suppliers » Receiving Money which was not Invoiced » Bank Transfers » Recurring Entries » Bank Reconciliation VAT Return » Processing VAT Return » Reconciling VAT » Recording VAT Scale Charges » VAT Transfer Hire Purchase Agreements » Setting up and processing Hire Purchase Agreements Prepayments & Accruals Correcting Mistakes in Transactions

Training Session 4 (Half Day) Stock Control » Setting up Stock » Entering Stock » Stock Take Procedure Bill of Materials » Using Component Stock to make an end Product Sales Order Processing » Entering Sales Orders » Processing Sales Orders » Converting Order To Invoice Purchase Order Processing » Entering Purchase Orders » Recording Delivery of Goods » Matching Purchase Invoice with Order Invoicing » Product Invoicing » Service Invoicing » Printing/Posting Invoices

Contact Us today to see how we can help your business