05
Feb

Credit Control

10:00 am - 4:00 pm
Content: Company Settings For Credit Control Customer Settings User Privileges Grid Views for Credit Controller Reports for Credit Control Service Charges Collecting Payments – Grid Views To help Debtors Letters
19
Feb
Content: Account Managers And Customer Categorisation. Customer Evaluation. Identify Customer Drop Off And Retention. Managing Customer Care. Cross-Selling. Identify Opportunities. Creating Customer Special Prices. Collecting Payments – Grid Views To...
04
Mar

Stock Management

10:00 am - 4:00 pm
Content: Product Groups Product Basic Settings Barcodes Product Unit Of Measure(UOM) Adding Products To Documents Setting Prices Price Lists Locations Analyse Stock Movement Stock Reports Stock Re-Ordering Stock Taking Kiosks...
25
Mar

Stock Production

10:00 am - 4:00 pm
Content: Review Of Stock Management Batch Management and Traceability BOMs and BOM Costing Product Converter Order And Product Converter Methods Of Scheduling Assembly (Production) PC (Multiple Destination Products) Compare Actual...
01
Apr

Report Writing (Advanced)

10:00 am - 4:00 pm
Content: Review of Report Writing (Introduction). Report Scheduler. Hands-On Practicals. Add Customer Picker To OnTime Delivery Report. Make Field Visible Depending On Value Of Another Field. CRM Report For Report...
15
Apr
Content: Grid Views Basics Features Of The Grid View Customising The Grid View Creating More Complex Filters Grid Menus Actions from the Grid Views Conditional Formatting Rules Split Views and...
06
May
Content: General Information Design Mode Vs Running Mode Design Workspace Data Workspace Script Workspace Calc Workspace Several Hands-On Examples Working With The Various Workspaces
10
Jun
Content: Pipeline Management. Quotations. CRM. Customer Special Prices. Discounts. Margin Control. Grid Views For Managers. Cloud Client. Sales Manager And Reps. Targets (Budgets). Sales Reports. Telesales / Opportunities. The Account...

Money Matters

Coming Soon
Content: Customer Allocations. Document Approval. Payments To Suppliers. SEPA (SCTs and SDDs). Cash Accounts inc POS. Bank Lodgements. Credit Cards. Bank Internal Transfers. Bank Reconciliation. Foreign Currency. Monthly Procedures. VAT.

Nominal Ledger

Coming Soon
Content: Fiscal Year Structures NL Tree Structure Setting Up Nominal Accounts Reporting Using NL Extracts Nominal Extracts Departments Monthly Procedures Amendments, Accruals, and Cost Receipt Dockets End of Year Procedure