We offer customized one-on-one training for this software package. This outline indicates the topics covered in a typical one day programme. With one-on-one training, we can customize the outline and topics to each client's specific needs and requirements. Please call to discuss the topics you are intersted in.
LESSON ONE - BANK RECONCILIATION
Set up bank account number to allow reconciliation
How to reconcile
How (and when) to fix discrepancies
What reports to print and keep for your accountant (or yourself)
LESSON TWO - PAYROLL
Set up employees and enter defaults
Pay single employee an advance
Pay same employee a "regular" salary
Show payroll run option
How to enter Payroll history
How to adjust a paycheque and warnings
How to recalculate taxes
T4's / ROE's
Discuss automatically updating personal tax credits for payroll
Pay single employee an advance
Pay same employee a "regular" salary
LESSON THREE - INVENTORY
How to use Inventory module
Discuss service / inventory
Discuss "build" tab (only available in "Pro" version of Simply Accounting)
How to enter "inventory" sales
How to enter a Credit memo
How to enter Inventory adjustments
LESSON FOUR - PROJECTS MODULE
How to enter projects
How to print reports by project
LESSON FIVE - FOREIGN CURRENCIES
Discuss exchange rate changes
Discuss rounding
Setting up foreign currencies
Discuss print outs showing Foreign / Canadian Currency
IF TIME ALLOWS, WE WILL BE DISCUSSING THE FOLLOWING ITEMS
Crystal Reports Writer
Departments
Web Store
Time and Billing
See our other programmes.
Please contact us for class times and availability. Allow us to teach you!
LESSON TWO - PAYROLL