Controller's Foundations Boot Camp + Navigation & Personalization – GoToTraining

We're looking forward to working with you! The class agenda is below. You will receive the link for our virtual classroom, hosted via GoToTraining, after registering for class. A few days before class you will receive further instructions for participating and a link to your individual practice environment. At any time if you have questions please let us know at info@getyournewview.com.

1:00 - 5:00 ET each day

Navigation & Personalization
This is an independent self-study module. A link will be sent to you upon completion of your registration.

• Navigation
• Understanding Lists and Cards
• Searching, Sorting, & Filtering
• Personalization

Financial Foundations

• Chart of Accounts
• Posting Groups
• Dimensions

Sales and Purchasing Overview

• Vendor/Customer Creation
• Payment Terms and Methods
• Quotes, Orders and Invoicing
• Recurring Purchase/Sales Lines
• Pricing and Discounting
• Return Orders and Credit Memos
• Reporting

Accounting Payable

• Pay Vendors with Check and Electronically
• Payment Corrections
• 1099 Reporting
• Vendor Maintenance
• Payables Reporting

 Accounts Receivable

• Cash Receipt Journal for Payment Application
• Cash Receipt Journal for Payment Correction
• Deposits
• Receivables Reporting
• Customer Collections, Reminders and Statements

Journal Entries and Closing

• Recurring Journal Entries
• General Journal Entries
• Month End Close
• Year End Close