*Please note the Navigation & Personalization class will be held on Monday September 12.
Day 1 of Controller's Foundations Boot Camp will begin on Monday September 26.

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 September 12 - Navigation & Personalization

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

Monday September 26  - Financial Foundations

• Chart of Accounts
• Posting Groups
• Dimensions

Tuesday September 27 – Financial Setups

• Master Data
• Master Setups (GL, P&P, S&R, Inv)
• Banking Setup
• Sales Tax Setup

Wednesday September 28 – Purchasing Cycle

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

Thursday September 29 – Sales Cycle

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

Friday September 30 – Journal Entries and Closing

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