2015 Foundation College
FOUNDATION® Job Costing & General Ledger Report Writing Utilizing the DataGenie
FEATURED PresentER: Scott Kern
Date: February 23rd-25th, 2015
Location: Buena Vista Suites (The Caribe) | 8203 World Center Drive, Orlando, FL 32821
Room Booking: Room block held untill 2/8/2015 for attendees at Buena Vista Suites (The Caribe). Mention offer code Foundation College at the time of your booking.
CPE Credit: Up to 22.5
Program Level: Intermediate; Controller / Management-level course.
Prerequisites/Advanced Preparation: Attendees should be familiar with both Job Cost structure and the Chart of Accounts at their company.
Job CostWe will define all capsules available in the J/C DataGenie and include the precise location of the data within FOUNDATION. We will also provide in-depth training on the creation of basic job level reports and more detailed reports broken down by phase/cost code and cost class.
Advanced formulasThis includes hidden calculations and the use of if/then statements. We will discuss the reporting of over/under billing, job profitability, forecasted cost at completion, quantity tracking, committed cost and more.
Job MaintenanceWe will discuss setting up job maintenance to enhance sorting/filtering and subtotals when creating reports.
General LedgerWe will define all capsules available in the G/L DataGenie and discuss how to create custom formatted Income Statements and Balance Sheets. We will also cover the use of formulas, percentage calculations, and drilldowns in the G/L report writer.
Trailing 12, Budgeting and Other Non-Standard Financial ReportingWe will discuss reporting for use in indirect / overhead costing and filtering data based on job maintenance items.
General Ledger DataGenieUse and reporting of divisions within the General Ledger Module.
Tips and tricksWe will cover tips and tricks you can use to make sure your report data is valid.
General FunctionalityWe will discuss exporting data using the .csv function and turning that data into something useful.
This class will also include a number of auditing tricks to help find errant entries in the Job Cost and General Ledger Modules.
Registered CPE Sponsor
Foundation Software, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Questions / Cancellations / Complaint ResolutionContact Nancy Kleinhans at 800-246-0800 x 259.
Other Important DetailsThe delivery method of all classes listed above is "Group Live" and the field of study falls under the classification of "Specialized Knowledge & Application."