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Timeslips Billing Cycle
...Missour, Michigan, Illinois
Training Outline
This course is ideal for the person who has had some experience with the basic features of Timeslips but has the need to know the process of billing their clients. Bills list services rendered, expenses received, charges due, and payments received. They are the result of content, format, and placement decisions made throughout Timeslips.
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Peachtree Introduction
...Missour, Michigan, Illinois
Introduction Training Class
Course Outline
New Company Setup
Setup Review & Advanced Setup Options and Procedures
General Ledger Accounts Receivable
Default Information Customer Defaults
Account Ids & Department Masking Statement & Invoice Defaults
Review Account Types Review Sales Tax Setup
Modifying
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Peachtree Intermediate
...Missour, Michigan, Illinois
Intermediate Training Class
Course Outline
Transaction Entry & Reporting
General Ledger Accounts Receivable
Review Basic General Journal Entry Review Basic AR Transactions
Financial Statements Credit Memos & Prepayments
Report Grouping Applying Finance Charges
Using Select for Deposit
Accounts Payable
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Peachtree Advanced
...Missour, Michigan, Illinois
Advanced Class
Course Outline
Security Special Procedures
Setting up user passwords Changing Accounting Periods
Audit Report Month End Reports & Balancing
Account Reconciliation
Review Backup Utility Voiding Transactions
Setting a Backup Schedule Memorized Transactions
Restoring Data Task Screen
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Timeslips Basic
...Missour, Michigan, Illinois
Training Outline
This course is ideal for the beginner who wants to learn the basic features of Timeslips. The course will guide you through the process of entering in your timekeepers, clients and tasks, as well as - tracking your time and expenses, entering transactions, and generating reports and bills. Upon completion of this training, you will be
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Timeslips Advanced
...Missour, Michigan, Illinois
Training Outline
This course is ideal for the person who has had some experience with the basic features of Timeslips. This training will discuss some of the more advanced features, such as, custom fields, reports and custom reporting, template clients, categories, replacement slips, client funds, security and some new features introduced in Version
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Timeslips Online
...Missour, Michigan, Illinois
Timeslips Basic On-line Training Class
This class is 3 interactive sessions taught online. This course is ideal for the beginner who wants to learn the basic features of Timselips. The course will guide you through the process of entering in your timekeepers, clients and tasks, as well as-tracking your time and expenses, entering transactions, and
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Fixed Assets
...Missour, Michigan, Illinois
Introduction Training Class
Course Outline
INTRODUCTION TO FAS MAINTAINING ASSETS
Starting FAS Maintaining Assets
Using the FAS Icon Main Tab
Using the Start Menu Disposal Tab
Using the Maintain Menu History Tab
Menu Options Notes Tab
File Menu Customizing the System
Edit Menu
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MAS 90 Training Class
...Missour, Michigan, Illinois
MAS90 Core Modules Training Class MAS90
Course Outline
Library Master Bank Reconciliation
Logging on Startup Process
Navigating Bank Codes
Printing Reports Adjustment Entry
Library Master Reconciling
File Menu Reports
Business Insights
Additional Utilities
General Ledger Accounts
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Peachtree online
...Missour, Michigan, Illinois
Peachtree On-line Training Class
This class is a preset number of interactive sessions taught online based on the client s requirements. This course is ideal for the user who wants to learn the software from the comfort of their chair. The outline is created by the user and sent to our office for review prior to the class appointment.
Students are
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Act Crm
...Missour, Michigan, Illinois
Introduction to Act Training Objectives 3
Act Overview and Fundamentals 4
Act Screen Layout 4
Contacts 5
Contact List 6
Contact Tabs 7
Filters 7
Groups 8
Independent Activity # 1 9
Contact Activities 11
Scheduled Activities for Contacts 11
Tasks 13
Calendar 14
Clearing Activities and Follow Up 16
History Tab 17
Email 18
Independent Activity # 2 19
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Customizing ACT Software
...Missour, Michigan, Illinois
Would you like to be more successful using your ACT! software?
Locations:
Arlington Heights, IL
Southfield, MI
Brentwood, MO
Welcome to Advanced Features for ACT! Training Class. This class covers features found in both Premium and Standard versions of ACT! software. Taught by a Sage Certified ACT Premier Trainer and hands on so you can learn how to use
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Administering ACt
...Missour, Michigan, Illinois
Welcome to Administering ACT! Learn how to maximize your ACT! software. Your Satisfaction Guaranteed or you come back for FREE! This class covers features found in both Premium and Standard versions of ACT! Software.
Locations:
Arlington Heights, IL
Southfield, MI
Brentwood, MO
Taught by a Sage Certified ACT Premier Trainer and hands on so you can learn how
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MAS 200 Training Class
...Missour, Michigan, Illinois
MAS200 Core Modules Training Class MAS90
Course Outline
Library Master Bank Reconciliation
Logging on Startup Process
Navigating Bank Codes
Printing Reports Adjustment Entry
Library Master Reconciling
File Menu Reports
Business Insights
Additional Utilities
General Ledger Accounts
more...
Crystal Reports
...Missour, Michigan, Illinois
Crystal Reports Training Class
Course Outline
Introduction to Crystal Reports Creating List Reports
Integration Selecting Data Source
Help Files Linking Tables
Field Definitions Adding Fields to Reports
Starting Crystal Reports Sorting Report Data
Menu Overview Selecting Records for Reports
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Peachtree Crystal Reports
...Missour, Michigan, Illinois
Course Outline
Introduction to Crystal Reports
Integration with Peachtree
Peachtree Help Files
Field Definitions
Starting Crystal Reports
Menu Overview
Working with Standard Reports
Standard Peachtree Reports
Previewing Reports
Printing Reports
Modifying Standard Reports
Design Tab
Modifying Objects
Creating Grouped Reports
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