Current 1-Hour Workshop 2010 Schedule

2010 Schedule

January
Effectively using Hot Key function and Custom Links
Methods of saving to Excel & Green Button Usage
Bonus: Creating Queries using User Defined Fields

February
Exploring the Database Copy and Restore Functions
Using those Special Functions within Your Control Files
Bonus: Excel Options - Understanding how to join tables in MS Query and use both Vlookups and Sumif statements

March
Understanding Document Control Entry and Flow - Session 1
Utilizing the Document Control Designer - Session 2
Bonus: Setting and selecting criteria fields in MS Query and defining parameters in MS Excel

April
What the Fringe Benefit Group Query can do for your business
Understanding Credit Card Flow
Bonus: Queries against Payroll Timecard History

May
Document Imaging  - Session 1
Accounts Payable Routing - Session 2
Bonus: Pivot Tables Session 1 - Creating and Using Pivot Tables

June
Simple steps to an efficient scheduling process
Tips on Correcting Data Posted to the Wrong Job
Bonus: Pivot Tables Session 2 - Formatting and Adding Formulas to Pivot Tables

July
Vacation/Sick Time Accruals
Positive Pay
Bonus: Pivot Tables Session 2 : Creating and using Charts from Pivot Tables

August
Posting Overhead Using the GL Method
Analyzing the best way to reconcile your Inventory Payable Account
Bonus: Job Cost and GL by job summary tie-out

September
Investigating Various Intercompany Scenarios
Sales/Use Tax Tracking Part 1: Understanding Sales Tax
Bonus: Monthly Booking report by PM / New Jobs & Change Orders

October
Sales/Use Tax Tracking Part 2: Understanding Use Tax
Deleting and Purging Records
Bonus: Cash Receipts by Customer / Job and Job Profitability report

November
Producing 1099's
Using Mail Merge to create custom letters, documentation and labels
Bonus: Job Cost : Estimated vs. Actual Costs

December
General Year-end Procedures
Year-end Payroll
Bonus: Over/Under Billing report via MS Query