Courses - Business Works
BusinessWorks Accounts Payable – 8 Hours
Gain a basic understanding of how to implement and manage the BusinessWorks Gold payables solution by attending our comprehensive Accounts Payable and Cash Management training. Participants will learn how to increase productivity from the time an invoice is received until the payment is posted to the General Ledger.
By the end of the course, you will be able to:
- Set up the Accounts Payable and Cash Management modules
- Enter bank transactions and “instant checks”
- Enter vendor information “on-the-fly”
- Enter invoices and credit and debit memos
- Void, reverse and print checks
- Enter handchecks
- Understand reporting options and integration issues
BusinessWorks Accounts Receivable – 8 Hours
This course is your first step toward streamlined receivables processing and quicker invoice payments. You’ll learn the fundamentals (entering invoices and cash receipts) and go beyond the basics (repetitive invoice entry and defining price levels). With a comprehensive understanding of receivables, you’ll be poised to increase productivity and reduce processing times.
By the end of the course, you will be able to:
- Set up the Accounts Receivable module
- Enter invoices, adjustments and pricing levels
- Process cash receipt transactions, deposits, and write-offs
- Calculate finance charges and print customer statements
- Perform queries and create reports for reviewing and tracking transactions
BusinessWorks General Ledger – 4 Hours
Get prepared for heads-down data entry. The General Ledger course is the ultimate BusinessWorks Gold primer, enabling you to learn time-saving skills and techniques for recording, processing and reporting on financial transactions within the GL module.
By the end of the course, you will be able to:
- Set up and customize your GL to your company’s specifications
- Post various types of journal entries
- Generate up-to-the-minute financial reports and statements
- Use departmental accounting for up to 99 departments
BusinessWorks Introduction and System Manager – 4 Hours
This course serves as an introduction to the various features and functions within BusinessWorks Gold. Participants who attend will learn to navigate the system efficiently and maximize the automation and power provided by the software.
By the end of the course, you will be able to:
- Utilize the system’s productivity-boosting features
- Create and print various forms
- Implement security features
- Set up a company
- Navigate task menus
- Generate and print reports
- Use the Backup & Restore utilities
- Rebuild data files
BusinessWorks Inventory – 8 Hours
Get prepared for streamlined inventory management and greater visibility into your operations. This course guides attendees through the major functions of the Inventory Control solution. Register today and learn the fundamental steps to setting up the module, as well as the process of tracking and monitoring inventory.
By the end of the course, you will be able to:
- Set up the Inventory Control module
- Define inventory control parameters, product lines and items
- Enter receipts, issues and adjustments into the Inventory module
- Build, un-build, and unpack subassemblies
- Generate purchase orders and process purchase order receipts and returns
- Use the physical inventory utilities
- Track inventory levels, set up promotions and change prices
- Understand global price-change methods
- Generate reports
BusinessWorks Job Cost – 8 Hours
Become your company’s sought-after source for job costing and analysis. In this hands-on class, we demystify the Job Cost module and learn how it integrates with Accounts Payable, Accounts Receivable, General Ledger, Inventory Control, Payroll, and Order Entry.
By the end of the course, you will be able to:
- Set up the Job Cost module
- Set up jobs, job codes, and job phases
- Take a job through the bid, in progress, suspended and completed phases
- Enter charges and billings to a job in progress
- Use change orders to track modifications made to jobs in progress
- Post transactions that originate from other modules into Job Cost
- Use the pre-billing worksheet, job transactions report and request for payment report effectively
- Understand and apply one or both methods of accounting for retainage
- Process payments, credit and debit memos, void checks and negative charges
- Delete jobs
BusinessWorks Order Entry – 8 Hours
Now you can access the information you need, when you need it, for smoother flowing sales order processing. This targeted course focuses on setup, daily processing, reporting and period-end processing. You’ll save time and money using these powerful features!
By the end of the course, you will be able to:
- Set up the Order Entry module
- Enter quotes and sales orders and convert them to invoices
- Track and fill back orders
- Post voids and returns, including returns with refunds
- Create and maintain kits
- Use the physical inventory utilities
- Run period-and year-end processing
- Generate reports
BusinessWorks Payroll – 8 Hours
Increase productivity, save processing time and gain new insights into your finances! Here’s the definitive course for dramatically increasing your understanding of how to set up your payroll system and identify all of the parameters for generating payroll checks quickly and efficiently.
By the end of the course, you will be able to:
- Define payroll parameters, including Earnings, Deductions, and Workers’ Comp codes
- Set up pay rates, commission tables and piece rate tables
- Enter new employees and time cards into the system
- Generate payroll checks and enter handchecks
- Generate payroll tax reports and payroll tax liability checks
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