Instructor Led Training Schedule

Training classes are typically an hour in duration.  Customers of accounting business solutions can attend any training class for $25 and non-customers can attend any training class for $30.  Bean Care clients receive training classes for free.  Please register below for classes you would like to attend.

Module

Class Name

Description

Date

Time

Registration

ALL Paperless Office Do your printed reports get lost? Would you like to email a customer forms from Sales Order, RMA and other modules? If the answer is yes, then Paperless Office is the right session for you. In this session, we review security settings, how to establish the file structure for maximum security benefit. Setup paperless office for journal and registers, forms and reports. We also show you how to save supported documents to your registers Wednesday 7/26/2017 10:00 AM Closed
PO Purchase Order Entry Were you aware there are multiple purchase order types? In this session, we will cover how to create a Standard, Drop Shipment, Master and Repeating purchase orders. We will review the PO cost hierarchy along with establishing vendor price levels. In some cases, a vendor may require a deposit so we will cover how to process a deposit against a purchase order. Wednesday 8/2/2017 10:00 AM Closed
SO Shipping Data Entry Is there a lag time between when your product ships to the time accounting invoices the shipment? Does your shipping paperwork get lost so orders don’t get invoiced? Sales Order Shipping Data entry bridges the gap from time of shipment to time order is invoiced. In this session, we cover security settings, setups, creating shipments and finally tracking items per box. Wednesday 8/16/2017 10:00 AM Closed
AR Oops I made a mistake, now what? There are many times where data entry mistakes happen. In this session we will review different ways of fixing those data entry mistakes. We will discuss when to create an adjustment v/s a debit memo. When to credit the invoice and re-enter. Sales Tax was accidentally invoiced and needs to be credited. Wednesday 8/23/2017 10:00AM Closed
RMA Return Merchandise Authorization In this session we will be covering Return Material Authorization (RMA). We will process an RMA Repair from start to finish. How to send an advanced replacement to the customer. How to apply restocking charges on inventory items. Wednesday 8/30/2017 10:00 AM Closed