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| − | <menu name="myMenu" align="center"> | + | <menu align="center" name="myMenu"> |
| | More Detail= | | More Detail= |
| | [[1 Basic Features]] | | [[1 Basic Features]] |
| Line 5: |
Line 5: |
| | [[3 Accounts]] | | [[3 Accounts]] |
| | [[Appointments]] | | [[Appointments]] |
| − | </menu> | + | </menu> |
| | | | |
| | | | |
| | | | |
| | + | Training Procedures Guide |
| | | | |
| − | Company:___________________________ Signed:____________________________
| + | Starting from number 1, select each area (eg. Employee) |
| | + | then print out the area and mark off each topic as you |
| | + | complete it. |
| | | | |
| − | Name:___________________ Position:______________ Date: _____________
| |
| | | | |
| − | Trainee to complete: Please tick
| + | 1. Basic Features |
| − |
| + | 2. Employee |
| − | 1. [ ] Chart of Accounts | + | 3. Accounts |
| − | Is it clear that your Accounts within the Chart of Accounts can be viewed in a number of ways?
| + | 4. Inventory_(Basic) |
| − |
| + | 5. File_Maintenance |
| − | 2. [ ] Tree Mode | + | 6. Purchases |
| − | Can you explain how Tree Mode works?
| + | 7. CRM |
| − | | + | 8. Marketing |
| − | 3. [ ] List Mode | + | 9. Sales |
| − | Can you explain how List Mode works?
| + | 10. POS |
| − |
| + | 11. Customer_Payments |
| − | 4. [ ] New Account | + | 12. Supplier_Payments |
| − | Do you know how to setup a new account for your chart of accounts?
| + | 13. Banking |
| − |
| + | 14. Reports |
| − | 5. [ ] Account Types | + | 15. General |
| − | Does the types of accounts in the drop down make sense?
| + | 16. Utilities |
| − |
| + | 17. Inventory_(Advanced) |
| − | 6. [ ] EFT Details | + | 18. Manufacturing |
| − | Do you know where to set the EFT or electronic banking details for a bank account?
| + | 19. Appointments |
| − |
| + | 20. Payroll |
| − | 7. [ ] Sub Accounts | + | 21. Fixed_Assets |
| − | Do you understand how departments can replace the need for sub accounts in some cases?
| + | 22. Workshop |
| − |
| + | 23. Budgets |
| − | 8. [ ] Departments | + | 24. Delivery |
| − | Do you know how you can divide your business into different cost centers?
| + | 25. Matrix |
| − |
| + | |
| − | 9. [ ] Accounts and Departments | + | |
| − | Was the relationship between Departments Products and Accounts explained, focusing on how
| + | |
| − | Departments can create different report levels with one Accounts, thus eliminating the need for
| + | |
| − | multiple Accounts of the same type?
| + | |
| − |
| + | |
| − | 10.[ ] Assigning Tax Codes | + | |
| − | Did the assignment of the Tax Codes make sense and how they affect the BAS/VAT and the auto loading into transactions?
| + | |
| − | | + | |
| − | 11.[ ] List Customisation | + | |
| − | Was the List Customisation explained?
| + | |
| − | | + | |
| − | 12.[ ] F5, F6 and F7 | + | |
| − | Do you know how to use the F5,F6 and F7 searching features? Also how to use the search box on the main screen.
| + | |
| − | | + | |
| − | 13.[ ] Altering Columns | + | |
| − | Can you add columns, remove columns and alter the layout of the list and then save the list as a personal report?
| + | |
| − | Refer Global Features
| + | |
| − | | + | |
| − | 14.[ ] Filters | + | |
| − | Do you know how to filter in the list to show only specific details?
| + | |
| − | | + | |
| − | 15.[ ] Custom Filters | + | |
| − | Do you know how to create a custom filter?
| + | |
| − | | + | |
| − | 16.[ ] Foriegn Exchange Lists | + | |
| − | Do you know how to turn on Foriegn Exchange Values in some reports?
| + | |
| − | | + | |
| − | 17.[ ] Custom Report | + | |
| − | Do you know how to create a custom report to display in the My Reports Section?
| + | |
| − | | + | |
| − | 18.[ ] Exporting Lists | + | |
| − | Can you export a list or report using the export button and create a spreadsheet with it?
| + | |
| − | | + | |
| − | 19.[ ] Profit and Loss | + | |
| − | Can you run a Profit and Loss Report from the main screen?
| + | |
| − | | + | |
| − | 20.[ ] By Periods (Profit and Loss) | + | |
| − | Can you run a Profit and Loss Report by periods?
| + | |
| − | | + | |
| − | 21.[ ] Changing Dates | + | |
| − | Can you run a Profit and Loss Report from the report selector changing the dates on the report selector?
| + | |
| − | | + | |
| − | 22.[ ] Selecting Departments | + | |
| − | Do you know how to select different departments for different reports?
| + | |
| − | | + | |
| − | 23.[ ] Drill Downs | + | |
| − | Was it explained how to drill into any of the values in all of the reports?
| + | |
| − | | + | |
| − | 24.[ ] Printouts | + | |
| − | Can you preview a printout of the Profit and Loss Report?
| + | |
| − | | + | |
| − | 25.[ ] Balance Sheet | + | |
| − | Run a Balance Sheet report from the main screen?
| + | |
| − | Run a Balance Sheet report from the report selector?
| + | |
| − |
| + | |
| − | 26.[ ] Report Selector
| + | |
| − | Has the report selector made sense in relation to choosing dates prior to running the reports?
| + | |
| − |
| + | |
| − | 27.[ ] Date Ranges
| + | |
| − | Has the List Date Range options been explained when comparing speed to functionality?
| + | |
| − | | + | |
| − | 28.[ ] BAS/VAT Report
| + | |
| − | Has the setup of the BAS report / VAT Report with the Tax Codes been done and approved by the accountant?
| + | |
| − | | + | |
| − | 29.[ ] BAS/VAT Options
| + | |
| − | Can you run a BAS report / VAT Report?
| + | |
| − | | + | |
| − | 30.[ ] Creating Journals
| + | |
| − | Can you enter/create a Journal?
| + | |
| − | | + | |
| − | 31.[ ] Finding Journals
| + | |
| − | Can you search and find an existing Journal?
| + | |
| − | | + | |
| − | 32.[ ] Charts
| + | |
| − | Do you know how to create a chart from any report?
| + | |
| − | | + | |
| − | 33.[ ] Shortcut Filters
| + | |
| − | Do you know how to create a filter?
| + | |
| − | | + | |
| − | 34.[ ] Summary Sheet
| + | |
| − | Can you open the Summary Sheet?
| + | |
| − | | + | |
| − | 35.[ ] Dashboard
| + | |
| − | Can you open the Dashboard?
| + | |
| − | | + | |
| − | | + | |
| − | Notes:
| + | |
| − | Are there any aspects in this area that more training would be useful?
| + | |
| − | | + | |
| − | ____________________________________________________
| + | |
| − | ____________________________________________________
| + | |
| − | ____________________________________________________
| + | |
| − | ____________________________________________________
| + | |
Starting from number 1, select each area (eg. Employee)
then print out the area and mark off each topic as you
complete it.
10. POS
11. Customer_Payments
12. Supplier_Payments
13. Banking
14. Reports
15. General
16. Utilities
17. Inventory_(Advanced)
18. Manufacturing
19. Appointments
20. Payroll
21. Fixed_Assets
22. Workshop
23. Budgets
24. Delivery
25. Matrix
