New View Strategies
Controller's Foundations Boot Camp + Navigation & Personalization

Controller's Foundations Boot Camp + Navigation & Personalization

Mon Sep 25, 2023 1:00 PM - Fri Sep 29, 2023 5:00 PM EDT

Online, GoToTraining

Controller's Foundations Boot Camp + Navigation & Personalization

Mon Sep 25, 2023 1:00 PM - Fri Sep 29, 2023 5:00 PM EDT

Online, GoToTraining

Description

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
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