*Please note the Navigation & Personalization class will be held on Monday November 7.
Day 1 of Controller's Foundations Boot Camp will begin on Tuesday November 15.

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 November 7 - Navigation & Personalization

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

Tuesday November 15  - Financial Foundations

• Chart of Accounts
• Posting Groups
• Dimensions

Wednesday November 16 – 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

Thursday November 17 – Accounting Payable

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

Friday November 18 – Accounts Receivable

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

Monday November 21 – Journal Entries and Closing

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