Please note the Navigation & Personalization class will take place on Monday July 18.
Day 1 of Accounting Foundations Boot Camp will begin on Tuesday July 25.

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

*Monday July 18 - Navigation & Personalization

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

Monday July 25 – Financial Foundations

• Chart of Accounts
• Posting Groups
• Dimensions

Tuesday July 26 – Purchasing Cycle

• Vendor Creation
• Payment Terms & Methods
• Purchase Orders and Invoicing
• Standard Purchase Codes
• Purchase Journal
• Purchase Return Orders & Credit Memos
• Purchase Reporting

Wednesday July 27 – Accounts Payable

• Pay vendors with Check & Electronically
• Payment Corrections
• 1099 Reporting
• Vendor Maintenance
• Payables Reporting

Thursday July 28 – Sales Cycle

• Customer Creation
• Sales Quotes, Orders and Invoicing
• Pricing and Discounting
• Sales Credit and Rebills
• Sales Reporting

Friday July 29 – Accounts Receivable

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