30
Jan

Nominal Ledger

10:00 am - 4:00 pm
Content: Fiscal Year Structures NL Tree Structure Setting Nominal Accounts Reports Using NL Extracts Nominal Extracts Departments Monthly Procedures Amendments, Accruals, and Cost Receipt Dockets End of Year Procedure Fences
06
Feb

Credit Control

10:00 am - 4:00 pm
Content: Company settings Customer settings User Privileges Grid Views for Credit Controller Reports for Credit Control Service Charges Collecting Payments – grid views to help Debtors Letters Available Recording Contacts
20
Feb
Content: Customer Evaluation Identify Customer Drop Off Managing Customer Care Cross Selling Identify Opportunities Customer Special Prices Collecting Payments – grid views to help Marketing: Emailing and Mail Merging Customer...
06
Mar

Stock Management

10:00 am - 4:00 pm
Content: Product Groups Product Settings Barcodes UOMs Stock Quantities And Values Setting Prices & Price Lists Stock Re-Ordering Stock Taking Kiosks (Goods In / Goods Out / Stock Take) Warehouse...
20
Mar

Stock Production

10:00 am - 4:00 pm
Content: Basics of Stock Management Batch Management Traceability Kits BOMs Assembly, Sub-Assembly, Disassembly (Product Converters) Production Cost Estimation Grid Views – Completed Products / Awaiting Production Actual V’s Planned Production Comparison
03
Apr

Report Writing II

10:00 am - 4:00 pm
Content: Review of Report Writing I Course Report Scheduler Hands-On Practicals Add Customer Picker To OnTime Delivery Report Make Field Visible Depending On Value Of Another Field CRM Report For...
17
Apr
Content: Grid Views Basics Features of the Grid View Customising the Grid View Filters Grid View Menus and Conditional Formatting Pivot Mode Report Mode Split Views (Saving) Start Up View Actions...
01
May
Content: General Information Design Mode Vs Running Mode Design Workspace Data Workspace Script Workspace Calc Workspace Hands-On Practicals Add Contact Details to Aged Analysis Report Add Trader User field to Delivery...
15
May

Money Matters

10:00 am - 4:00 pm
Content: Customer Allocations Document Approval Payments to Suppliers SEPA (SCTs and SDDs) Bank Lodgements Point of Sale (POS) Credit Cards Bank Internal Transfers Bank Reconciliation Foreign Currency Monthly Procedures VAT...
Content: Pipelines Quotations CRM Special Prices Discounts Margin Control Grid Views for Managers Cloud Client Manager Targets (Budgets) Sales Reports Telesales / Opportunities The Manager Record