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DataSys Corporation
5 Mount Royal Avenue
Suite 360
Marlborough, MA 01752

Tel: (508) 303-9490
Fax: (508) 303-9491

 

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Year-End Closing Procedures
Dates: June 8th
Time: 9:30 - noon, ET
Price: $275 per attendee. $25 discount per attendee for multiple attendees per class
Description:Lecture-style session that focuses on Fiscal and Calendar Year-End Closing Procedures
  • Gain a comprehensive understand of closing procedures for General Ledger, Accounts Payable, Accounts Receivable, and Bank Rec. Fixed Assets and Inventory will be covered at the end if relevant.
  • Learn how to and troubleshoot common issues that can impede the year-end close.
  • Understand the key steps to efficiently and accurately produce 1099s.
  • Receive written Best Practices from DataSys, including “insider tips”.
  • Practice skills at your computer, and with your data, during this hands-on Web-based training session
  • Take a brief tour of the Advanced Smart Lists add-on

Technical Pre-Requisites: Security privileges to all functionality in GP. No known issues with exporting Smart Lists to Excel. Access to your TEST company.

To Register for this class email Diane Reilly at dreilly@datasyscorp.com or by calling 508-303-9490, x213. Diane can also coordinate onsite and classroom training that’s specific to your company.

 
Mastering Accounts Payable, Sessions I & II
Dates: July 11th and 18th, September 12th & 19th
Time: 9:30 am–noon ET
Price: $550 per attendee for both sessions. $50 discount per attendee for multiple attendees from same company. $100 Auditor's Fee.
Description: Streamline and de-mystify Payables Management. Sneak peek at what this class will cover:
  • Learn strategies for creating Vendor IDs and changing an existing Vendor ID
  • Review how the options in Payables Setup impact all aspects of Payables Management
  • Gain a 360-degree understanding of all types of payables transactions
  • Understand the impact of setup and transaction entry on year-end processing
  • Access information through Reports, Inquiries, and SmartLists
  • Reconcile and troubleshoot at month- and year-end
  • Create an efficient Short Cut menu and tailor your GP Home Page
  • Review how Payables Setup impacts Payables and the General Ledger
  • Discover ways to find information in response to requests from management
  • Edit posted transaction information, process voids, and automate data entry
  • Troubleshoot common issues
  • Hear about recommendations for Best Practices

Technical Pre-Requisites: Security privileges to all functionality in GP. No known issues with exporting Smart Lists to Excel. Installation of Professional Tools if want to learn how to rename Vendor IDs. Access to your TEST company.

To Register for this class email Diane Reilly at dreilly@datasyscorp.com or by calling 508-303-9490, x213. Diane can also coordinate onsite and classroom training that’s specific to your company.

 
MANAGEMENT REPORTER BEGINNER, SESSIONS I & II
Dates: June 6th & 13th, August 8th & 15th, October 3rd & 10th
Time: 9:30 am - noon ET
Price: $550 per attendee for both sessions. $50 discount per attendee for multiple attendees from same company. $100 Auditor's Fee.
Description: For people with limited or no experience with Management Reporter, gain the skills to build an Income Statement and Balance Sheet. Includes one hour of Lab time to practice your skills.
  • Understand row definitions
  • Generate reports with current month, prior month and year-to-date data
  • Simplify reporting by using rows and columns effectively
  • Create professional-looking reports
  • Build a balance sheet and income statement using your own data
  • Learn reporting best practices
  • Practice your skills during a one-hour Lab

Technical Pre-Requisites: No known issues with logging into MR, connecting MR to GP, generating reports, exporting reports to Excel. Recommend having two computer monitors.

To Register for this class email Diane Reilly at dreilly@datasyscorp.com or by calling 508-303-9490, x213. Diane can also coordinate onsite and classroom training that’s specific to your company.

 
MANAGEMENT REPORTER INTERMEDIATE, SESSIONS I & II
Dates: June 20th and 27th, August 22nd and 29th, October 17th and 24th
Time: 9:30 - noon ET
Price: $550 per attendee for both sessions. $50 discount per attendee for multiple attendees from same company. $100 Auditor's Fee.
Description: Build an Income Statement and Balance Sheet with your data by gaining these (and more) actionable skills.

  • Store and distribute reports
  • Generate the same report for every department or location with the click of a button
  • Email reports
  • Incorporate GP budget data and perform calculations
  • Add calculated columns and attributes
  • Learn to use the Report Viewer and Web Viewer
  • Build key performance indicators into your reports
  • Add comments to reports
  • Get recommendations for Best Practices
  • Practice your skills during a one-hour Lab

Technical Pre-Requisites: No known issues with logging into MR, connecting MR to GP, generating reports, exporting reports to Excel. Recommend having two computer monitors.

To Register for this class email Diane Reilly at dreilly@datasyscorp.com or by calling 508-303-9490, x213. Diane can also coordinate onsite and classroom training that’s specific to your company.

 
Management Reporter Advanced
Dates: June 29th, August 31st, October 26th
Time: 9:30 - noon ET
Price: $275 per attendee. $25 discount per attendee for multiple attendees. $75 Auditor's Fee.
Description: Gain advanced skills to streamline reporting with these (and more) actionable skills:
  • Create a trial balance that never needs to be updated
  • Consolidate companies or departments
  • Calculate a percentage of sales column
  • Link Excel data to a report
  • Use values from other Management Reporter reports

Technical Pre-Requisites: No known issues with logging into MR, connecting MR to GP, generating reports, exporting reports to Excel. Recommend having two computer monitors.

To Register for this class email Diane Reilly at dreilly@datasyscorp.com or by calling 508-303-9490, x213. Diane can also coordinate onsite and classroom training that’s specific to your company.

 
SmartLists to Excel - Shedding Light On Your Data

Dates: July 25th, September 26th, November 21st
Time: 9:30 - noon ET
Price: $275 per attendee. $25 discount per attendee for multiple attendees per class. $75 Auditor's Fee.
Description: See your data in a new light with a 360-degree view of SmartLists and the key Excel essentials

  • Gain a 360-degree understanding of SmartLists, such as using wildcards in searches
  • Troubleshoot common issues
  • Learn how to manage your data in Excel with Advanced Filters and Pivot Tables
  • Practice skills at your computer, and with your data, during this hands-on Web-based training session
  • Take a brief tour of the Advanced Smart Lists add-on

Technical Pre-Requisites: Security privileges to all functionality in GP. No known issues with exporting Smart Lists to Excel. Access to your TEST company.

To Register for this class email Diane Reilly at dreilly@datasyscorp.com or by calling 508-303-9490, x213. Diane can also coordinate onsite and classroom training that’s specific to your company.

 
Accounts Payable Specialty Topics – Credits/Refunds, 1099 Processing

Dates: November 8th
Time: 9:30 – 10:45am (75 minute class)
Price: $115 per attendee. $15 discount per attendee for multiple attendees per class. $25 Auditor's Fee.
Description: With 30 minutes to devoted to just separate topics, you’ll fully understand how to process credits/refunds and prepare for 1099 processing.

  • Credits/Returns in Accounts Payable:
    • Learn how to process a vendor credit or refund
    • Discover the difference between a credit memo and a return
    • Determine which Reports, Inquiries, and SmartLists for doing research or responding to Vendor questions.
    • Discuss common challenges, such as applying credits to invoices after documents have been posted.
  • 1099 Processing at Year-End
    • Create a SmartList to reconcile the 1099 Edit List with payables transactions from 1099 vendors.
    • Print 1099/1096 forms and edit list
    • Learn what information on the Vendor Card/Options factors into transaction entry, reporting, and 1099 processing.
    • Create a Smart List to identify missing 1099 info.
    • Hear about common tech support classes.
    • Note: we will not be covering aligning the fields on the 1099 form.

Technical Pre-Requisites: Security privileges to all functionality in GP. No known issues with exporting Smart Lists to Excel. Access to your TEST company.

To Register for this class email Diane Reilly at dreilly@datasyscorp.com or by calling 508-303-9490, x213. Diane can also coordinate onsite and classroom training that’s specific to your company.

 
De-Mystifying Credit Card Payments in Accounts Payable
Dates: November 14th
Time: 9:30 -10:45am ET
Price: $115 per attendee. $15 discount per attendee for multiple attendees per class. $25 Auditor's Fee.
Description: Gain step-by-step knowledge of how credit card payments affect the AP & GL modules
  • Overview of the flow of debit and credit card transactions through GP
  • Learn how to perform accurate, step-by-step processing of debit and credit payments for AP invoices, including voiding debit and credit card payments
  • View how transactions appear and drill back in related Inquiry windows

To Register for this class email Diane Reilly at dreilly@datasyscorp.com or by calling 508-303-9490, x213. Diane can also coordinate onsite and classroom training that’s specific to your company.

 
DataSys Corporation · 5 Mount Royal Avenue · Suite 360 · Marlborough, MA 01752
  Tel: (508) 303-9490 · Fax: (508) 303-9491            © 2017     www.datasyscorp.com