Difference between revisions of "12 Supplier Payments"
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Trainee to complete: Please tick | Trainee to complete: Please tick | ||
| − | 1. [ ] Preferences Do you know where to set the Payment preferences? | + | 1. [ ] Preferences - Do you know where to set the Payment preferences? |
| − | 2. [ ] Accounts Payable Report How To View the Accounts Payable Report? | + | 2. [ ] Accounts Payable Report - How To View the Accounts Payable Report? |
| − | 3. [ ] Extra Details Can you select the extra details function | + | 3. [ ] Extra Details - Can you select the extra details function |
| − | 4. [ ] Zoom In Can you drill into the transactions? | + | 4. [ ] Zoom In - Can you drill into the transactions? |
| − | 5. [ ] Default Column Why do we define the left hand column as the default in relation to searching? | + | 5. [ ] Default Column - Why do we define the left hand column as the default in relation to searching? |
| − | 6. [ ] Ctrl, Shift, N What does this filter do? | + | 6. [ ] Ctrl, Shift, N - What does this filter do? |
| − | 7. [ ] Make a Payment How do you process a Supplier Payment? | + | 7. [ ] Make a Payment - How do you process a Supplier Payment? |
| − | 8. [ ] Why Gray Why would transactions be gray in the Supplier Payment form? | + | 8. [ ] Why Gray - Why would transactions be gray in the Supplier Payment form? |
| − | 9. [ ] Simply Tick Why do we simply tick before we load a total? | + | 9. [ ] Simply Tick - Why do we simply tick before we load a total? |
| − | 10.[ ] Entire Process Do you understand the entire process from entering a purchase order to payment? | + | 10.[ ] Entire Process - Do you understand the entire process from entering a purchase order to payment? |
| − | 11.[ ] Partial Payment How do you process a partial payment of a Purchase Order/Bill? | + | 11.[ ] Partial Payment - How do you process a partial payment of a Purchase Order/Bill? |
| − | 12.[ ] Pre-Payments When would you use a pre-payment? | + | 12.[ ] Pre-Payments - When would you use a pre-payment? |
| − | 13.[ ] Pre-Payments List Can you open the pre-payments list | + | 13.[ ] Pre-Payments List - Can you open the pre-payments list |
| − | 14.[ ] Bulk Payments Can you make a payment based on a suggestion? | + | 14.[ ] Bulk Payments - Can you make a payment based on a suggestion? |
| + | |||
| + | 15.[ ] Defining EFT - How do you make the payment appear in the EFT form? | ||
| + | |||
| + | 16.[ ] EFT to ABA Setup - Have you defined your EFT details on your bank account in your chart of accounts? | ||
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| − | |||
Notes: Are there any aspects in this area that more training would be useful? | Notes: Are there any aspects in this area that more training would be useful? | ||
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ | _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ | ||
Revision as of 11:33, 9 September 2011
Overview
Supplier Payments Training
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to complete: Please tick
1. [ ] Preferences - Do you know where to set the Payment preferences?
2. [ ] Accounts Payable Report - How To View the Accounts Payable Report?
3. [ ] Extra Details - Can you select the extra details function
4. [ ] Zoom In - Can you drill into the transactions?
5. [ ] Default Column - Why do we define the left hand column as the default in relation to searching?
6. [ ] Ctrl, Shift, N - What does this filter do?
7. [ ] Make a Payment - How do you process a Supplier Payment?
8. [ ] Why Gray - Why would transactions be gray in the Supplier Payment form?
9. [ ] Simply Tick - Why do we simply tick before we load a total?
10.[ ] Entire Process - Do you understand the entire process from entering a purchase order to payment?
11.[ ] Partial Payment - How do you process a partial payment of a Purchase Order/Bill?
12.[ ] Pre-Payments - When would you use a pre-payment?
13.[ ] Pre-Payments List - Can you open the pre-payments list
14.[ ] Bulk Payments - Can you make a payment based on a suggestion?
15.[ ] Defining EFT - How do you make the payment appear in the EFT form?
16.[ ] EFT to ABA Setup - Have you defined your EFT details on your bank account in your chart of accounts?
Notes: Are there any aspects in this area that more training would be useful?
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
