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ADVANCED
JOB COST TOOLS
- How
to set up job estimates to measure peak
performance
- Setting
up category budgets for project managers
- Establishing
overhead rates to monitor job profits
- How
to set up a Time and Material job the
right way
- Preparing
customer change orders
- Preparing
Subcontractor change orders
- How
to itemize cost budgets for change orders
- Projecting
job costs to measure performance
- Develop
Unit cost and unit productivity rates
- Work
in Progress reporting for bonding agents
- Learn
Fade and Gain analysis for jobs in progress
- Maximize
the Job Center and Reporting features
PURCHASE
ORDERS AND SUBCONTRACT AGREEMENTS
- Managing
your material list from the estimate
- Learn
how to "shop" your material
list for the best price
- Creating
multiple purchase orders from one material
list
- Managing
returns on purchase orders
- Creating
subcontract agreements
- Processing
change orders to subcontracts
- Learn
how to track Lien Waivers
- Creating
subcontract and purchase order templates
MANAGING
SYSTEM SET UP
- Setting
important parameters properly
- How
to manage user defined fields
- Managing
attachments efficiently to be a paperless
office
- Creating
users and granting permissions
- How
to use the Configure menu
- How
to setup user defined "quick access"
menus
- Using
the Excel Template Feature to create custom
reports
- What
is ODBC and how to use it
FILE
MAINTENANCE
- How
to manage deleting data, archiving and
backing up
- Loading
updates - the importance of keeping your
system update
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ADVANCED
PAYROLL FEATURES
- Be
able to use and customize the "Grid
Entry"
- Importing
time from outside the system
- Easy,
fast tips on processing Payroll
- Learn
how to track employee absences
- Maximize
vacation and sick pay tracking
- Learn
new Payroll Reporting options
- Using
FieldEase for remote time entry
ADVANCED
BILLING AND
RECEIVABLE TOOLS
- Correct
set up and processing of AIA invoices
- How
to process unit based invoices
- Processing
Time and material invoices
- Releasing
retention the correct way
- Applying
payments properly
- Correcting
cash receipts can be easy
- Learn
how to use the quick and easy quoting
system
- Understanding
advanced reporting capabilities in AR
ACCOUNTS
PAYABLE ENHANCED FEATURES
- Creating
Vendors, suppliers and subcontractors
- Tracking
worker's comp and insurance liability
- Automate
discounts and retention in the vendor
file
- Invoice
entry, corrections and proper methods
for voiding transactions
- Selecting
invoices for payment
- How
to process waivers
- Scanning
and attaching copies of the invoice
- Route
invoices for approval and never lose another
invoice
- Learn
all the new reporting tools
GENERAL
LEDGER PROCESSING
- Tips
and tricks for General ledger account
maintenance
- Set
up and manage General Ledger budgets
- Learn
how to save time using standard JE's
- Learn
automatic allocation of overhead
- Closing
periods the easy way
- Reconcile
and balance subsidiary accounts
- Learn
how to customize financial statement
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