| Short description |
This course is intended for anyone wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Sage 300- Accounts Receivable. This training is recommended for anyone who plans to implement, use, maintain, Sage 300 Accounts Receivable. The class is targeted toward data entry clerks, administrators, office managers, who need to understand the technical aspects of receivables and gain foundational knowledge of the application functionality.
This course is based on a combination of theory and practical hands-on training.
Theory + Practical Application Scenarios + Hands-On Training = Outstanding Results |
|
|
| Outcomes |
- Setting up Accounts Receivable This session will provide the attendee with a quick review understanding of the setup of Accounts Receivable and how it relates to performance. You will learn how to change settings to suit your specific accounting requirements, and how to make the most of some optional setup features to ease your data entry load.
- Printing all the Set-up Reports In this session, you will learn about the many reports and report options relating to the setup of Accounts Receivable. You will learn how to use the report criteria to access the information needed, and how these reports will help to manage the Accounts Receivable module.
- Managing Customers Information In this session you will learn how to maintain customer records. Including adding, editing, and deleting customer groups, national accounts, and customer records. You will be able to create alternative ship‐to locations for your customers, such as warehouses or other shipping locations.
- Printing Customer Reports In this session learn how to print lists of the customer groups, national accounts, customers, ship-to locations, and recurring charges in your Accounts Receivable system. You can also print statistics reports for customer groups, national accounts, and customers.
- Accounts Receivable Transactions In this session you will learn how to enter customer invoices, credit notes, and debit notes using the Invoice Entry form. This session will teach you about entering, posting, and reporting receipts from customers, refunds to customer, and adjustments to documents in customer accounts.
- Accounts Receivable Transactions Reports Learn to print reports in the A/R Transactions Reports folder to maintain your audit trail and to analyze Accounts Receivable data.
- Periodic Processing In this session you will learn how to use the processes located in the Periodic Processing folder to complete the various processing and reporting tasks you perform periodically or at regular intervals in your Accounts Receivable system.
|
|
|
0 