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  •  June 14, 2023 EDT
     2:00 pm - 4:00 pm

Course Overview
This 2-hour online class is designed to give basic training for those employees who handle routine processing tasks. It is ideal for new employees, as well as those wishing to gain a general understanding of the module.

Please note: Each registration fee is valid for 1 login per person. This login cannot be shared.

Click here to download agenda

General Ledger

  • Review Posting and Posting Settings
  • Viewing Accounts and Prefixes
  • Your Chart of Accounts
  • Making Journal Entries
  • Reporting

Cash Management

  • Edit and View Bank Accounts
  • Edit Register
  • Direct Entry of Deposits / Withdrawals
  • Bank Transfers
  • Bank Reconciliation
  • Reporting

Our training classes require a minimum of 3 participants registered 1 week prior to class date.  If the minimum is not met, the class will be canceled with an option for a private consulting session. The class dates are subject to change.