System Manager

Covers routine functions of the System Manager. Topics include:

• Using the Desktop menus and icons.
• Set up of common services for company profile information, fiscal calendar, and optional tables.
• Using Administrative Services for user security, restart maintenance and data integrity.
• A review of Bank Services and Tax Services.

Pre-requisite for all ACCPAC For Windows accounting modules.
Pre-requisite: Experience with Windows

Course length: 1 day

Accpac Advantage Series General Ledger

Covers routine functions of ACCPAC Advantage Series General Ledger. Topics include:

• SETUP
• • Using Set Up functions to define the company options and to define the account code structure.
  • Maintaining the chart of accounts.

• PROCESSING
• • Routine processing including in-put of journal entries data entry.
  • Retrieving transactions from the sub-ledger modules.
  • Periodic processing including month end and year end procedures.

• Course Length
• • Setup: 1/2 Day
  • Processing: 1/2 Day
  • Setup & Processing: 1 Day

Financial Reporter

Covers routine functions of Financial Reporter. Topics include:

• Financial Report Printing
• Financial Report Design
• Rebuilding Financial Reports

Course Length: 1/2 day

Accounts Payable

Covers routine functions of Accounts Payable. Topics include:

• SETUP
• • Using the Set Up functions to define the company options, integrating with General Ledger, defining vendor terms and distribution codes.
  • Maintaining vendor information.

• PROCESSING
• • Routine processing of vendor invoices and credit notes, entering manually prepared cheques and processing system cheque run.
  • Periodic processing including month end and year end procedures.
  • Printing reports and doing screen queries.

• Course Length:
• • Setup: 1/2 Day
  • Processing: 1/2 Day
  • Setup & Processing: 1 day

Accounts Receivable

Covers routine functions of Accounts Receivable. Topics include:

• SETUP
• • Using Set Up functions to define the company options, integrating with General Ledger, defining billing cycles, salespersons, customer terms, and distribution codes.
  • Maintaining customer information.

• PROCESSING
• • Routine processing of manually prepared invoices and credit notes, and entering deposit slips.
  • Periodic processing including month end and year end procedures.
  • Printing reports and doing screen queries.

• Course Length
• • Setup: 1/2 Day
  • Processing: 1/2 Day
  • Setup & Processing: 1 Day

Inventory Control

Covers routine functions of Inventory Control. Topics include:

• Using Set Up functions to define the Item Structures, Segment Codes, Locations, Categories, Account Sets, Bills of Materials and Price List Codes.
• Maintaining Items, Price Lists and Location Details.
• Routine processing of Receipts, Shipments, Transfers, Assemblies and Adjustments.
• Day End Processing.
• Periodic processing including Physical Inventory Count.
• Printing reports and doing screen queries.

Pre-requisite for Order Entry and Purchase Order

Course Length: 1 day

Order Entry

Covers routine functions of Order Entry. Topics include:

• Using Set Up functions to define the Company Information, Templates, Miscellaneous Charges, Ship-Via Codes and Salesperson Commission Rates.
• Routine processing of the following Order Types.
• Active, Future Standing and Quotes
• Processing of Invoices.
• Processing of Returns and Credit Notes
• Printing reports and doing screen queries.

Pre-requisite: Inventory Control

Course Length: 1 day

Purchase Orders

Covers routine functions of Purchase Orders. Topics include:

• Using Set Up functions to define the Company Information, Templates, Additional Charges and Ship-Via Codes.
• Routine processing of Requisitions and Purchase Orders.
• Processing of Invoices, Returns and Debit/Credit Notes.
• Creation of Purchase Orders from Order Entry, Requisitions and Inventory Control.
• Periodic Processing.
• Printing reports and doing screen queries.

Pre-requisite: Inventory control

Course Length: 1 day

Introduction To Report Master For Windows

Learn how to create custom designed reports using ACCPAC for Windows or ACCPAC Plus databases. Course topics include:

• Creating reports from scratch and from templates.
• Filtering, sorting and summarizing data.
• Formatting the appearance of the reports.
• Creating formulas to perform custom calculations.
• Printing reports and exporting reports to other formats including spreadsheets.
• Adding graphs and cross-tab queries.
• Report scheduling, macros, scripting and more!

Pre-requisite: Knowledge of basic Windows commands

Course length: 2 day course

Introduction To Creating Reports In Crystal

• Provides a foundation for the Intermediate and Advanced Crystal session.
• Format an existing report using different fonts, adding new database fields, and bitmaps that grab the client’s attention.
• Create a report from scratch, focusing on Crystal’s ability to link database tables, group and sort data and finally create subtotals and totals.

Course Length: 1 day

Intermediate Look At Creating Reports In Crystal

Briefly review database connectivity, using joins and placing fields on a report.

• Create a report that contains parameters, formulas, selection criteria and conditional statements.
• Add bitmaps and watermarks to your reports.
• Show you what you can change when working with datapiped reports.

Course Length: 1 day

Advanced Look At Creating Reports In Crystal

A hands-on lab applying these and other advanced Crystal report writing techniques will enhance the ability of someone already possessing basic Crystal Report writing skills.

• Learn when and how to apply a sub report to a Crystal report.
• Sub report links, and the passing of values between reports.
• Multiple database tables (either the same or in a different format).

Course Length: 1 day

Canadian Payroll

Using the setup function define earning and deduction codes, WCB codes, OT and shift differential schedules and withholding taxes.

• Cost center override abilities.
• Setup new and edit existing employees.
• Calculate payroll using selection lists and payroll frequencies.
• Processing and printing payroll cheques.
• Features of Automatic Deposit Add-on software.
• Reporting.
• Integration with G/L.

Course Length: 1.5 days

Navision Financial Management Training

Our training concentrates on the foundation of the Microsoft Dynamics™ NAV product, the accounting system. It provides hands-on experience with all functional areas of the application that are not covered by specific classes such as Payroll.

Our Training provides you with both conceptual and operations knowledge of Microsoft Dynamics™ NAV Financial Management functionality. The material utilized during training is yours to keep as reference material.

We also use scenarios to represent the typical business situations where the applications is used. Scenarios provide a basis for examples. Examples give practical step-by-step descriptions of how you use the application.

We offer both client-specific and classroom-base training. Rates are based on type of training and number of candidates.

Granules covered:

• General Ledger
• Sales & Receivables
• Purchase & Payables
• Inventory
• Resources& Jobs
• Fixed Assets
• Security and System Maintenance