Accounts training
courses
Suitable
training courses may be provided for these packages:
- Pastel
- Quicken
- Other packages by arrangement
Popular business accounting packages, such as those from Sage,
Intuit, TAS or
Pastel, have many "modules" (Nominal Ledger, Sales Order
Processing, Purchase Ledger, etc.) and a good rule of thumb is to allow one day
per module.
However, there are often savings in time when training is required over
several related modules. For instance, Sales and Purchase Ledgers can often be
dealt with together.
Staff should be familiar with the Operating
Environment, otherwise accounts training should be preceded with appropriate
training.
During the accounts course you will cover all the relevant routines you are
likely to meet in your own business, and get fully confident of both posting
information in and getting it out. You will also get to grips with the options
available that can help to tailor the system to your requirements.
Typical
components for each module:
- Getting into the module
- Using relevant settings
- Designing any document (e.g. invoice, pay advice, etc.)
- Carrying out posting and update routines
- Running built-in reports
- Exploring any report which can be tailored by yourselves
- Exporting data to your chosen package (e.g. Excel)
- Handling disks, doing security backup, etc.
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