Led by well known and respected accounting expert Alan Salmon, this new course will focus on the financial reporting that is so crucial today in running a small business.
During this action packed day, Alan will review the standard reports and statements in Simply Accounting as well as the reporting functions and settings within the software. Then he'll move on to modifying your forms using the new "Simply Form Designer." Next he will show you how to export your data from Simply Accounting into Excel and jazz it up. This will be followed by an in depth review of how to pull data directly from Simply Accounting. Finally he will review how you can easily import customer, vendor, payroll, account and budget information from Excel into Simply Accounting. By the time he finishes you'll have a real understanding of "managing by the numbers". Plus he will cover the new reporting enhancements in Simply Accounting 2007.
Alan consistently gets high marks for his presentation style and knowledge. One Simply Accounting attendee wrote – "This is the best seminar I have ever attended." Another wrote – "I got my money's worth by the morning break".
Seminar Highlights
Here are just some of the highlights of the day:
- Understanding the standard reports in Simply Accounting.
- Dealing with report settings and print settings.
- Learn how to customize the standard reports in Simply Accounting.
- Discover the power of "My Reports".
- Filtering standard reports.
- Custom reports.
- Understanding how the Simply Form Designer lets you modify cheques, invoices, statements and more.
- What’s new in the reporting area in Simply Accounting 2007.
- Importing e-mail purchases and sales transactions.
- Importing and exporting price lists.
- Importing and exporting budgets.
- Exporting an Income Statement to Excel and jazzing it up.
- Creating a report in Excel that pulls data from Simply Accounting in real time.
- 12 Excel tips that will save you hours of time.
Why You Should Attend
- The shortcuts you will learn will immediately make you more productive.
- The best way to learn new skills is to get out of the office.
- The seminar workbook is your personal guide back at the office.
- Alan knows his stuff and how to share it with you. He is not just a trainer, but a business owner and consultant with over 25 years of experience.
- The day is interesting and never boring.
Seminar Information
This is not a hands-on workshop. Instruction is presented on a full-colour LCD projection system displayed on a large screen at the front of the room. All participants are provided with a workbook with seminar material and a CD containing all of the files used in the seminar plus the bonus files that pull data directly from Simply Accounting. Please note this course is taught in English. Courses are also available in French.
Cost and Registration
Registration fee for the day is only $299 plus GST and must be prepaid. The fee includes the seminar, workbook with CD and refreshments.
The course runs from 8:30 a.m. to 4:30 p.m. Registration begins at 8:00 a.m.
Register now, or review a list of upcoming dates & locations.
