Training Services
You only require
training on the parts of your accounting or / and payroll
software that you will use.
We only provide training to one client at
a time using their paperwork, so that the training is tailored to how
that client operates. The other advantage being, is that the
trainees will be able to relate the training to the paperwork they
normally see.
A high percentage of clients come to us
after they have already tried to use their accounting software, this
normally results in more time (and costs) to resolve all the errors.
Even if you are going to use all the
functions of your chosen software, we recommend that you only learn the basics
first, followed by the advanced features only when you are ready (walk
before you run).
To cover all the mostly used functions of
these small accounting / payroll software packages, we would recommend 9 to 10 hours split between three or four
sessions. You can select to cut this training time down, but
unless you already have some accounting experience and are good at
working things out on the computer, you will experience mistakes.
Below are the main topics which can be
covered during training:
How your
Chosen Software Works
Forms
Lists
Setup of the Data File
Preferences
The Chart of Accounts
The Balance Sheet Accounts
The Profit and Loss Accounts
Customers
Customer Records
Invoicing
Invoice Items
Invoice and Other Form Templates
Estimates / Quotes
Statements
Credit Notes
Receive Payments
Deposit Payments
Reports
Suppliers
Supplier Records
Enter Bills
Enter Credits
Pay Bills
Remittances
Reports
Banking
Bank Transactions
Making Payments
Bank Transfers
Deposits
Reconciliations
Journals
Financials
The Balance Sheet
The Profit and Loss Statement
Reports
Reports in General
Modifying Reports
Memorising Reports
Payroll
Setting Up Payroll
Employee Records
Timesheets
Payroll Run
PAYE Payments
Payslips
P45's
SSP / SMP
Attachment of Earnings Orders
Reports
Job Costing
Setting up a Job Record
Invoicing a Job
Allocating Costs to Jobs
Reports
Stock
Setting up Stock Items
How Stock is Costed in QuickBooks
What happens when you sell Stock in QuickBooks
Receiving Stock
Reports
Sales Orders
Creating a Sales Order
Converting a Sales Order to an Invoice
Reports
Purchase Orders
Creating a Purchase Order
Receiving the Goods
Receiving the Bill
Reports
Housekeeping
Verifying Data
Backups
Accountants Copies
These services can be carried out
onsite
and
remotely.
Use our onsite training services and either ensure we receive payment
prior to, at the end of, or within 7 working days (10 working
days if paying electronically) of the visit, and receive
FREE Telephone
Support
(subject to our
Terms of Use).
