Simply Accounting by Sage Live Training – Ontario
Prism Business Training offers live training workshops in Ontario for people who learn best in a classroom-type environment.
SA-ON-01 Receivables & Payables Modules & Tasks
Join this in-depth, informative, interactive session to learn about and refresh your knowledge of the Receivables and Payables Module and tasks in Simply Accounting by Sage 2008.This session demonstrates the process of implementing features and functions of Customers, Sales, Receipts and Vendors, Purchases and Payments.
Topics covered:
- Navigating the “new” Simply 2008 Home window
- Reviewing inventory and service items
- Receivables and Payables Module settings
- Print and form settings
- Customers and vendors setup and maintenance
- Customization of the screen and tabbing order
- Sales quotes, orders and invoices and how to look up, adjust and reverse
- Customer's deposit on account and applying sales invoice
- Sales receipts (customer payments) and how to look up, adjust and reverse
- Customers statements
- Purchases and bills and how to look up, adjust and reverse
- Payments with cash, cheque and credit card and how to look up, adjust and reverse
- Credit card payments
- Accounts receivable and financial reports, customization and searching
Who should attend: Business owners, employees, bookkeepers and accounting practitioners. This session will be relevant regardless of which version of Simply Accounting by Sage you are using.
Registration closes: Midnight, two days prior to course date
Session cost: $130 plus GST
Instructor: Sue du Puy... more info
Materials provided: Detailed support reference materials are supplied.
SA-ON-02 Account Reconciliation, Deposit Slips and Time & Billing
In this in-depth, informative, interactive session you'll learn about using the Banking functions of Simply Accounting 2008. Demonstrations include setting up and using Account Reconciliation and Transfer of Funds, Deposit Slips, and Time Slips, plus using the link to Payroll and Billing Customers.
Topics covered:
- Navigating the new Simply 2008 Home window
- Benefits of account reconciliation
- Account reconciliation setup
- Bank account and credit card reconciliation demonstrations
- Resolving account reconciliation discrepancies
- Account reconciliation reports
- Deposit slip setup
- Deposit slip demonstrations with both cash and cheque
- Deposit slip common errors and fixes
- Deposit slips reports
- Time slip setup and settings
- Setting up time and billing activities and understanding the relationship to each module
- Time slips, payroll cheques and sales invoicing demonstrations
- Time slip adjustments and the effect on transactions and data
- Time & billing reports
- Transfer of funds from and to accounts
Who should attend: Business owners, employees, bookkeepers and accounting practitioners. This session will be relevant regardless of which version of Simply Accounting by Sage you are using.
Registration closes: Midnight, two days prior to course date
Session cost: $130 plus GST
Instructor: Sue du Puy ... more info
Materials provided: Detailed support reference materials are supplied.
SA-ON-03 Payroll Module In-depth & the Payroll Remittance Function
Refresh your knowledge and learn more about the Simply Accounting Payroll Module and Payroll Remittance function in this in-depth, informative, interactive session. More than an overview, this session demonstrates the process of setting up and using the features and functions of new and existing employees and Payroll.
The Pay Remittance function in Simply Accounting allows you to quickly and easily complete payroll remittances to your payroll authorities (Canada Revenue, Health Benefit Administrators, RRSP programs, etc.). In addition to the improved efficiency, you'll also have access to valuable, detailed reports.
Topics covered:
- Payroll settings – in depth
- Employee records – in depth
- Processing pay cheques:
- Hourly & salaried employees
- Payroll advances
- Release accrued vacation pay
- Garnishees
- Payroll cheque run
- Payroll cheque batch printing
- Payroll reports
- Payroll departmental accounting
- Payroll expense groups
- Pay remittance function setup
- Vendor payroll authorities
- Complete payroll remittance
- Pay Remittance report
Who should attend: Business owners, employees, bookkeepers and accounting practitioners. This session will be relevant regardless of which version of Simply Accounting by Sage you are using.
Registration closes: Midnight, two days prior to course date
Session cost: $130 plus GST
Instructor: Sue du Puy... more info
Materials provided: Detailed support reference materials are supplied.
SA-ON-04 Using Credit Cards & Customizing Forms
Today's businesses are using credit cards more and more. Simply Accounting can manage credit cards accepted from customers and used to pay expenses. Session includes demonstrations of setting up the Credit Card function, its many uses, maintaining credit card payables balances, and balancing credit card receivables.
Learn how to customize forms for your business using the Simply Report Designer. The Report Designer is built right into Simply Accounting and is easy to use. Demonstrations include adding a company’s logo to forms and customizing an invoice, statement and a cheque.
Topics covered:
- Setting up credit cards accepted and used
- Credit card receivables and transfer of funds
- Credit cards payable
- Credit card statements
- Credit card payments
- Understanding and accessing customized forms
- Company logo
- Customizing a sales invoice
- Customizing a customer statement
- Customizing a cheque
Who should attend: Business owners, employees, bookkeepers and accounting practitioners. This session will be relevant regardless of which version of Simply Accounting by Sage you are using.
Registration closes: Midnight, two days prior to course date
Session cost: $130 plus GST
Instructor: Sue du Puy... more info
Materials provided: Detailed support reference materials are supplied.