ACCPAC Advantage Series
ACCPAC Simply Accounting

The following courses can be adapted for audiences who have varying degrees of technical and accounting skills. The courses are always up-to-date with the latest versions. The intensity and detail of our courses are dictated by your abilities and interests and will be discussed with you prior to registration.

ACCPAC Advantage Series™ 

General Ledger

This course will give you a good overall understanding of how to operate the General Ledger program. Some of the topics covered are database creation and activation, setting up and maintaining a Chart of Accounts, processing journal entries and adjustments, setting up budget data, reporting, month-end and year-end procedures and other items. Prerequisite: Windows experience and basic accounting skills.

After you complete this course you should be able to set up your own Financial Statements. This course covers all the basics and some of the extras that will enable you to produce the reports you need when you need them. Topics will include the rules of ACCPAC report design, grouping, sorting and selection options, formulas, FR functions and various other issues. Prerequisite: General Ledger and Microsoft Excel experience and basic accounting skills.

Accounts Payable

This course will give you a good overall understanding of the Accounts Payable program. Some of the topics to be covered are database creation and activation, setting up and maintaining vendor information, processing vendor invoices and adjustments, processing checks, month-end and year-end reports and procedures. Issues regarding Tax and Bank services will be introduced but are covered in more detail in the System Manager course. Prerequisite: Windows experience.

Accounts Receivable

This course will give you a good overall understanding of the Accounts Receivable program and its features. Some topics covered are database creation and activation, setting up and maintaining customer information, discussion of different invoicing and customer payment options, processing adjustments, and month-end and year-end reports and procedures. Issues regarding Tax and Bank services will be introduced but are covered in more detail in the System Manager course. Prerequisite: Windows experience.

Inventory Control is at the core of operations especially when connected to Order Entry or Purchase Orders. This course covers how to set up and maintain inventory items and how to avoid the pitfalls of poor coding and organization of your items. Various issues are covered including basic receipt and shipment of inventory items, physical inventory processing and reporting and others. Prerequisite: Windows experience and basic accounting skills.

Order Entry

This course will show you how to produce quotes, orders, invoices, credit notes and other documents from Order Entry. Different methods of order processing, Day End processing, producing sales information, integration issues related to Inventory and Accounts Receivable and other topics will be covered. Prerequisite: Must have attended the Accounts Receivable and Inventory courses or have equivalent experience.

This course will show you how to produce requisitions and purchase orders and how to process these documents through each process in the cycle from requisition through to matching up received Purchase Orders with vendor invoices. The course covers the integration issues related to Purchase Orders, Inventory, Order Entry, and Accounts Payable. Producing purchase orders for both inventory and non-inventory items will be discussed along with the accounting issues related to each one. Prerequisite: Must have attended the Accounts Payable and Inventory courses or have equivalent experience.

System Manager

This course will give you a good overall understanding of the features of the System Manager including Administration Services and Common Services. Topics will include setting up security, data integrity, and other items. Bank Reconciliation will be discussed in detail including how to reverse Accounts Payable checks and Accounts Receivable payments and how to process NSF checks. Tax Services will be discussed in detail including how to set up Tax Groups and Rate tables and how this information is used throughout the rest of the ACCPAC system. Prerequisite: Experience with other ACCPAC Advantage Series programs.

Simply Accounting

This course guides you through set-up and day-to-day processing. It explains how to use the General Ledger, Receivables, Payables, Inventory, Payroll and Project modules on a day-to-day basis. Prerequisite: Windows experience and basic bookkeeping.

This course is a continuation of Level I. Month-end and year-end reporting and procedures are discussed in more detail. Bank reconciliation, budgeting, payroll remittances, adjustment processing, physical inventory processing, maintenance issues, exporting data, installing new versions, upgrading data, and other more advanced topics are discussed. Prerequisite: Simply Accounting - Level I or equivalent experience.

Accelerated custom courses are also available for more experienced clients with limited time and/or budget.

For dates, pricing, registration, and more information about training, please contact us by phone 902-468-2738 or email.