ERP Practice Manager Aisling Dynamics Consulting, LLC
Join us to learn time saving tips and tricks and increase the effectiveness and accuracy by learning to manage your AR in GP better! We’ll look at reporting and reconciling options you might not even know are there and how to create your own reporting!
The Agenda for our ½ Day Session is:
Deeper Dive into AR Setups
More focused discussion on the myriad setup options
More focused discussion on Customer Cards and Classes
Can’t pay your Sales people with GP Commissions? Learn to automate even the most complex Commissions!
Should you be using Sales Orders instead?
Staying well balanced is important – especially for AR!
How to use SmartList to make your job easier!
Using SmartList for Reporting AND Research
Finding and reconciling transactions!
Be Vigilant! Setting up alerts on Customers and Collections!
Email Templates – why are there so many, and how to use them effectively!
What about Sales Taxes Again?
Prerequisites: Students should have working knowledge of Accounts Receivable
Instructor: Jo deRuiter
Preparation: Please bring a Windows PC to class for the Academy hands-on training environment from VisiLearn called vConnect.
Training Materials: Will be supplied by the instructor as appropriate