APPTECH, INC.

Maximize your business with strategically applied technology

100 Hinman Street, Cheshire, CT 06410

Phone (203) 272-5245     Fax (203) 272-5623

On-Site Training Service

Our professional trainers are available to come to your location and assist

 you in learning how to use your new software. Our trainers follow a carefully

developed "check list" training approach that is designed to help you get the

most out of your new system. 

below is a example of our training outline

ACCOUNTS RECEIVABLE TRAINING OUTLINE

Ö ___________  Data Entry Shortcuts:

 Ö ___________  File:  Change Setup Information

 Ö ___________  Adding  and Maintaining Customers

 Ö ___________  Changing Customer Information

 Ö ___________  Customer Inquiries

Ö ___________  Adding and Maintaining Inventory Items

Ö ___________  Changing Inventory Information

Ö ___________  Maintaining Comments, Including MISC

Ö ___________  Transaction Categories

Ö ___________  Customizing Forms

 Ö ___________  Entering Invoices

Ö ___________  Changing or Voiding Invoices

·          Void in current period only, cannot void invoices closed into history

·          Voiding uses the system date, not the original invoice date

 Ö ___________  Entering Credit Memos

 Ö ___________  Changing or Voiding Credit Memos

 Ö ___________  Entering Positive and Negative AR Cash Receipts

·          Application to Invoices

 Ö ___________  Entering Positive and Negative Non-AR Cash Receipts

 Ö ___________  Entering Tax Only Credit Memos

 Ö ___________  Applying Credits

 Ö ___________  Setting Up, Maintaining and Generating Recurring Billings

 Ö ___________  Finance Charges

  Ö ___________  Entering Beginning Balances

·          Enter Beginning Balances immediately after closing a period and before linking to the General Ledger.)

·          Detail Method

·          Balance Forward Method with Period End Closing

·          Balance Forward Method without Period End Closing

·          Entering Credit Balances

 Ö ___________  Printing Invoices and Customer Statements

·          Option Grids

·          Auto / Batch / Individual

·          Detail vs. Summary

·          Open Receivables Aging: With cutoff date

·          Real Time Report:  Customer Statements

·          Month End: Aging, Invoice Register, Cash Receipts Register, AR Journal

 Ö ___________  Marketing and Dunning Letters

 Ö ___________  Releasing Information to the General Ledger

·          Print Detail Posting Register

·          Postings from AR are for revenue side of trx only.  Costs are released to GL from IC.

 Ö ___________  Closing the Period or Year