Training Services

Covering

• Introduction and Training Goals

• Use of different Accounting periods

• Setting of Chart of Accounts

• Taxes

• Use of Analytic Accounts for budgets, projects, mamagement expenses

• Account model & recurrent Entries

• Reports for Profit & loss, balance sheets, cash flow statements

• Payment terms

• Fixed assets

• Multi Currencies

• Banking informatiion such as bank book, E-banking Interface, Cheque

• Accouting profiles for Partners, Poducts, Product categories

• Petty Cash

• Inventory costing models such a Perpetual, Periodic

• Invoicing

• Payments and receipts

Covering

• Price List Versions

• Costing

• Stock Management 

• Starting Inventory

• Stock takes

• Purchase & Sales Flow

• Delivery costs and Carrier tracking

• Procurement from Sales orders and minimum stock rules

Covering

• Introduce the main concepts and confugration

• Sales leads and opportunities

• Calendar and meetings

• After-sale services

• Fund Raising

• Phone Calls

Covering

• Introduce the main concepts

• Resources and Allocations configurations

• Task Colaboration

• Scheduling of tasks and projects

• Configuration of working time

• Configuration of Service Managememt and integration with cost accounting

• Integration with HR for productivity measurements

• Integration with Email for automatic notifications

• Integration with CRM for bug tracking, after sales activities and claims