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November 1, 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.
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.
