Description

The training session for Accounting begins with a review of the various types of transactions and methods for locating transaction records.  Throughout the session, we will engage in an in-depth discussion on the creation and management of batches.  Additionally, you will gain an understanding of how to generate credits and refunds, along with a range of customer scenarios pertaining to these processes.  Open orders, similar to a pro forma invoice, and the bill me payment option used to create these types of transactions will also be discussed.  Within the "Reports" section, we will address topics such as credit card reconciliation, deferred revenue, and other pertinent reports that may prove beneficial in your daily/monthly routines.  We will also discuss the Auto Pay Process.  Last, our session will conclude in the "Setup" area of the business unit, wherein we will review fiscal periods, fiscal years, and other useful settings.             

Please respond to the pre-training survey to let us know what you'd like to get out of this session.

After attending the Accounting System Training, please join us for the Accounting Workshop Session that will offer you the opportunity to practice different accounting scenarios that you may encounter on a regular basis.