Make the most of Infusion with our courses
Whether you’re an accountant who’s new to Infusion or a small business owner looking to leverage the power of software to streamline your day-to-day systems, our courses offer an easy-to-access way to unlock the potential of Infusion.
If you’re a new Infusion client, we also offer additional on-site training for your team as part of the local installation process.
BRONZE COURSES
The BRONZE Level One training courses are designed to give all users of Infusion a good basic practical introduction to the software covering the correct method of set up and management of Customers, Suppliers, Products, Servicing and Jobs. The courses also cover processing of daily transactions for Invoices, Quotes and Purchase Orders.
SILVER COURSES
The SILVER Level Two training courses build on the standard set up and transactions processed in Bronze level one. Users will gain a better understanding of the importance of the system set up and the adoption of Best Business Practice Policies, to help with efficiencies across the business.
GOLD COURSES
The GOLD Training course is designed for administration staff, business owners and managers. The course builds on the processing of transactions and information in the previous Bronze and Silver courses.
Training Courses
The BRONZE Level One training courses are designed to give all users of Infusion a good basic practical introduction to the software covering the correct method of set up and management of Customers, Suppliers, Products, Servicing and Jobs. The courses also cover processing of daily transactions for Invoices, Quotes and Purchase Orders.
Infusion Navigation and Operation, Customer, Set up and Enquiry, How to avoid Duplicated Customers and Merging Customer Accounts.
- Venue: Online
- Date: 11 Apr 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
Infusion Navigation and Operation Customer, Set up and Enquiry How to avoid Duplicated Customers Merging Customer Accounts
- Venue: Online
- Date: 16 May 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
Infusion Navigation and Operation Customer, Set up and Enquiry How to avoid Duplicated Customers Merging Customer Accounts
- Venue: Online
- Date: 13 Jun 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
Manage Invoice Screen, Processing Customer Invoices, Locating Invoices, Credit and Recharging and Manage Quotes.
- Venue: Online
- Date: 11 Apr 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Manage Invoice Screen Processing Customer Invoices Locating Invoices Credit and Recharging Manage Quotes
- Venue: Online
- Date: 16 May 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Manage Invoice Screen, Processing Customer Invoices, Locating Invoices, Credit and Recharging and Manage Quotes.
- Venue: Online
- Date: 10 Jul 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Supplier, Set up and Enquiry, Manage Purchase Order Screen, Understanding Purchase Orders, Creation and Receipt of Purchase Orders, Supplier Non Stock Invoices and Purchase Order Reports.
- Venue: Online
- Date: 12 Apr 2024
- Time: 09:00 AM - 10:00 AM
- Available spaces: 5
Supplier, Set up and Enquiry, Manage Purchase Order Screen, Understanding Purchase Orders, Creation and Receipt of Purchase Orders, Supplier Non Stock Invoices and Purchase Order Reports.
- Venue: Online
- Date: 17 May 2024
- Time: 09:00 AM - 10:00 AM
- Available spaces: 5
Supplier, Set up and Enquiry, Manage Purchase Order Screen, Understanding Purchase Orders, Creation and Receipt of Purchase Orders, Supplier Non Stock Invoices and Purchase Order Reports.
- Venue: Online
- Date: 14 Jun 2024
- Time: 09:00 AM - 10:00 AM
- Available spaces: 5
Products, Set up and Enquiry, How Do I Change a Product to Track Serial Numbers, Identifying Allocated Stock, What are Kitsets and Invoicing a Kitset.
- Venue: Online
- Date: 12 Apr 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Products, Set up and Enquiry, How Do I Change a Product to Track Serial Numbers, Identifying Allocated Stock, What are Kitsets and Invoicing a Kitset.
- Venue: Online
- Date: 17 May 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Products, Set up and Enquiry, How Do I Change a Product to Track Serial Numbers, Identifying Allocated Stock, What are Kitsets and Invoicing a Kitset.
- Venue: Online
- Date: 14 Jun 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
The SILVER Level Two training courses build on the standard set up and transactions processed in Bronze level one. Users will gain a better understanding of the importance of the system set up and the adoption of Best Business Practice Policies, to help with efficiencies across the business.
Contact Management, Customer Management, Finance Charges, Credit Management, Printing Statements and Electronic Marketing.
- Venue: Online
- Date: 15 Apr 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Contact Management Customer Management Finance Charges Credit Management Printing Statements Electronic Marketing
- Venue: Online
- Date: 20 May 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Contact Management Customer Management Finance Charges Credit Management Printing Statements Electronic Marketing
- Venue: Online
- Date: 17 Jun 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Sales Analysis Reporting, Customer and Product, Management Console, Charts, Graphs and KPI, Bulk Supplier Payments, Analysis and Understanding, Deferred Payments – Customers and Deferred Payments - Suppliers.
- Venue: Online
- Date: 15 Apr 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
Sales Analysis Reporting, Customer and Product Management Console Charts, Graphs and KPI Bulk Supplier Payments Analysis and Understanding Deferred Payments – Customers Deferred Payments - Suppliers
- Venue: Online
- Date: 20 May 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
Sales Analysis Reporting, Customer and Product Management Console Charts, Graphs and KPI Bulk Supplier Payments Analysis and Understanding Deferred Payments – Customers Deferred Payments - Suppliers
- Venue: Online
- Date: 17 Jun 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
Supplier Pricebooks, Product Pricing Management, Latest vs Average, Margin vs Markup, Superseded Products, Inactive Products, Reviewing Product Setup, Consignment Stock, Purchase Order - Auto Order Based on Sales and Purchase Order – Auto Order based on Min Max.
- Venue: Online
- Date: 15 Apr 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Supplier Pricebooks Product Pricing Management Latest vs Average Margin vs Markup Superseded Products Inactive Products Reviewing Product Setup Consignment Stock Purchase Order - Auto Order Based on Sales Purchase Order – Auto Order based on Min Max
- Venue: Online
- Date: 20 May 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Supplier Pricebooks Product Pricing Management Latest vs Average Margin vs Markup Superseded Products Inactive Products Reviewing Product Setup Consignment Stock Purchase Order - Auto Order Based on Sales Purchase Order – Auto Order based on Min Max
- Venue: Online
- Date: 17 Jun 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Stocktake, Before, during and after, Update Stock to the General Ledger and Serial Tracked Products Stocktaking.
- Venue: Online
- Date: 15 Apr 2024
- Time: 03:30 PM - 05:00 PM
- Available spaces: 5
Stocktake, Before, during and after Update Stock to the General Ledger Serial Tracked Products Stocktaking
- Venue: Online
- Date: 20 May 2024
- Time: 03:30 PM - 05:00 PM
- Available spaces: 5
Stocktake, Before, during and after Update Stock to the General Ledger Serial Tracked Products Stocktaking
- Venue: Online
- Date: 17 Jun 2024
- Time: 03:30 PM - 05:00 PM
- Available spaces: 5
The GOLD Training course is designed for administration staff, business owners and managers. The course builds on the processing of transactions and information in the previous Bronze and Silver courses.
Understanding the GL Code, Transaction Journals and Financial Reporting.
- Venue: Online
- Date: 16 Apr 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Understanding the GL Code Transaction Journals Financial Reporting
- Venue: Online
- Date: 21 May 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Understanding the GL Code Transaction Journals Financial Reporting
- Venue: Online
- Date: 18 Jun 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
General Ledger Budgets and Cashflow Forecasting.
- Venue: Online
- Date: 16 Apr 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
General Ledger Budgets Cashflow Forecasting
- Venue: Online
- Date: 21 May 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
General Ledger Budgets Cashflow Forecasting
- Venue: Online
- Date: 18 Jun 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
Cashbook, Payments, Receipts, Direct Credit Export, Importing Bank Transactions, Bank Reconciliation, GST, Reports and Cashbook Utilities.
- Venue: Online
- Date: 16 Apr 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Cashbook Payments Receipts Direct Credit Export Importing Bank Transactions Bank Reconciliation GST Reports Cashbook Utilities
- Venue: Online
- Date: 21 May 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Cashbook Payments Receipts Direct Credit Export Importing Bank Transactions Bank Reconciliation GST Reports Cashbook Utilities
- Venue: Online
- Date: 18 Jun 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Advanced Admin Functions, Re-Index Data, Check / Repair Data Files, Queued Emails, Email Defaults, Manage Menu Groups, Staff Security, System Reports, Verification Report, Partially Posted Report, Financial Audit Check, Deleting, Layouts and Month End Processes.
- Venue: Online
- Date: 17 Apr 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
Advanced Admin Functions Re-Index Data Check / Repair Data Files Queued Emails Email Defaults Manage Menu Groups Staff Security System Reports Verification Report Partially Posted Report Financial Audit Check Deleting Layouts Month End Processes
- Venue: Online
- Date: 22 May 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
Advanced Admin Functions Re-Index Data Check / Repair Data Files Queued Emails Email Defaults Manage Menu Groups Staff Security System Reports Verification Report Partially Posted Report Financial Audit Check Deleting Layouts Month End Processes
- Venue: Online
- Date: 19 Jun 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
Looking at Defaults and Settings, Defaults and what these mean, System Defaults, Lockout Dates, Financial Defaults and Settings that control the Types, Groups and Methods that are available.
- Venue: Online
- Date: 17 Apr 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Looking at Defaults and Settings. Defaults, what these mean. System Defaults Lockout Dates Financial Defaults Settings control the Types, Groups and Methods that are available.
- Venue: Online
- Date: 22 May 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Looking at Defaults and Settings. Defaults, what these mean. System Defaults Lockout Dates Financial Defaults Settings control the Types, Groups and Methods that are available.
- Venue: Online
- Date: 19 Jun 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
The Job Management courses are for those wanting to Create, Manage and Process Jobs, Customer Items and Servicing.
How to Create a Workshop Job, Job Settings, Departments, Types, Status, Processing Parts and Labour, Accounting for Workshop Labour, Using the TimeClock, Scheduling Jobs, Workshop Consumables, Processing a Customer Parts Order and Job Deposits.
- Venue: Online
- Date: 10 Jun 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Customer Items, How Customer Items are Created, Creating Services, Reporting on Customer Items, The Service Reminder Process, Sending out Service Reminders, Letters, SMS, Service Reporting, Service History and Reassigning a Customer Item.
- Venue: Online
- Date: 10 Jun 2024
- Time: 11:00 AM - 01:00 PM
- Available spaces: 5
Recurring Jobs, Template Jobs, PreDelivery Jobs, Supplier Warranty, Trade In Processing, Assigning A Quote to a Job, Insurance Job, Bulk Invoicing of Jobs, Workshop Reporting
- Venue: Online
- Date: 10 Jun 2024
- Time: 02:00 PM - 04:00 PM
- Available spaces: 5
The BRONZE Level One training courses are designed to give all users of the browser version of Infusion a good basic practical introduction to the software covering the correct method of set up and management of Customers, Suppliers, Products, Servicing and Jobs. The courses also cover processing of daily transactions for Invoices, Quotes and Purchase Orders.
The General Ledger (GL) Chart, GL Enquiry and Journals.
- Venue: Online
- Date: 18 Apr 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
Infusion Navigation and Set Up Managing Customers Customer Enquiry
- Venue: Online
- Date: 23 May 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
The General Ledger (GL) Chart, GL Enquiry and Journals.
- Venue: Online
- Date: 18 Jun 2024
- Time: 09:00 AM - 11:00 AM
- Available spaces: 5
Processing Customer Invoices and Managing customer quotes.
- Venue: Online
- Date: 18 Apr 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Processing Customer Invoices Managing customer quotes
- Venue: Online
- Date: 23 May 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Processing Customer Invoices Managing customer quotes
- Venue: Online
- Date: 20 Jun 2024
- Time: 01:00 PM - 03:00 PM
- Available spaces: 5
Managing Suppliers, Supplier Enquiry and Supplier Purchase Orders.
- Venue: Online
- Date: 19 Apr 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Managing Suppliers Supplier Enquiry Supplier Purchase Orders
- Venue: Online
- Date: 24 May 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Managing Suppliers Supplier Enquiry Supplier Purchase Orders
- Venue: Online
- Date: 21 Jun 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Adding and Managing Products and Product Enquiry.
- Venue: Online
- Date: 19 Apr 2024
- Time: 01:00 PM - 02:30 PM
- Available spaces: 5
Adding and Managing Products Product Enquiry
- Venue: Online
- Date: 24 May 2024
- Time: 01:00 PM - 02:30 PM
- Available spaces: 5
Adding and Managing Products Product Enquiry
- Venue: Online
- Date: 21 Jun 2024
- Time: 01:00 PM - 02:30 PM
- Available spaces: 5
The SILVER Level Two training courses build on the standard set up and transactions processed in Bronze level one. Users will gain a better understanding of the importance of the system set up and the adoption of Best Business Practice Policies, to help with efficiencies across the business.
Customer Contact Management, Customer Pricing and Credit Management, Communications and Electronic Marketing.
- Venue: Online
- Date: 25 Mar 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Customer Contact Management, Customer Pricing and Credit Management, Communications and Electronic Marketing.
- Venue: Online
- Date: 22 Apr 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Customer Contact Management Customer Pricing and Credit Management Communications Electronic Marketing
- Venue: Online
- Date: 27 May 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Customer Reporting, Product Reporting, International Freight Invoices, Bulk Supplier Payments by Direct Credit, Analysis and Understanding, Refunding a Customer who has overpaid, Goods taken for promotional use and Editing Invoices.
- Venue: Online
- Date: 25 Mar 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
Customer Reporting, Product Reporting, International Freight Invoices, Bulk Supplier Payments by Direct Credit, Analysis and Understanding, Refunding a Customer who has overpaid, Goods taken for promotional use and Editing Invoices.
- Venue: Online
- Date: 22 Apr 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
Customer Reporting Product Reporting International Freight Invoices Bulk Supplier Payments by Direct Credit Analysis and Understanding Refunding a Customer who has overpaid Goods taken for promotional use Editing Invoices
- Venue: Online
- Date: 27 May 2024
- Time: 11:00 AM - 12:30 PM
- Available spaces: 5
Importing Products and Prices, Updating Pricing, Promotional Pricing, Product Pricing Management, Changing a Product Code, Inactive Products, Product Ratios, Purchase Order – Auto Order Based on Sales, Purchase Order – Auto Order Based on Min / Max, Returning a Product to the Supplier and Invoicing a Kitset.
- Venue: Online
- Date: 25 Mar 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Importing Products and Prices, Updating Pricing, Promotional Pricing, Product Pricing Management, Changing a Product Code, Inactive Products, Product Ratios, Purchase Order – Auto Order Based on Sales, Purchase Order – Auto Order Based on Min / Max, Returning a Product to the Supplier and Invoicing a Kitset.
- Venue: Online
- Date: 22 Apr 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Importing Products and Prices Updating Pricing Promotional Pricing Product Pricing Management Changing a Product Code Inactive Products Product Ratios Purchase Order – Auto Order Based on Sales Purchase Order – Auto Order Based on Min / Max Returning a Product to the Supplier Invoicing a Kitset
- Venue: Online
- Date: 27 May 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
About Product Stocktakes, Create a Stocktake, Start a Stocktake, Enter a Stocktake Count in Batches and Post a Stocktake/Variance Reporting.
- Venue: Online
- Date: 25 Mar 2024
- Time: 03:30 PM - 05:00 PM
- Available spaces: 5
About Product Stocktakes, Create a Stocktake, Start a Stocktake, Enter a Stocktake Count in Batches and Post a Stocktake/Variance Reporting.
- Venue: Online
- Date: 22 Apr 2024
- Time: 03:30 PM - 05:00 PM
- Available spaces: 5
About Product Stocktakes Create a Stocktake Start a Stocktake Enter a Stocktake Count in Batches Post a Stocktake/Variance Reporting
- Venue: Online
- Date: 27 May 2024
- Time: 03:30 PM - 05:00 PM
- Available spaces: 5
The GOLD Training course is designed for administration staff, business owners and managers. The course builds on the processing of transactions and information in the previous Bronze and Silver courses.
The General Ledger (GL) Chart, GL Enquiry and Journals.
- Venue: Online
- Date: 26 Mar 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
The General Ledger (GL) Chart, GL Enquiry and Journals.
- Venue: Online
- Date: 23 Apr 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
The General Ledger (GL) Chart GL Enquiry Journals
- Venue: Online
- Date: 28 May 2024
- Time: 09:00 AM - 10:30 AM
- Available spaces: 5
Cashbook Payments, Cashbook Receipts, Fund Transfers, Direct Credit Exports and Bank Reconciliation.
- Venue: Online
- Date: 26 Mar 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Cashbook Payments, Cashbook Receipts, Fund Transfers, Direct Credit Exports and Bank Reconciliation.
- Venue: Online
- Date: 23 Apr 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Cashbook Payments Cashbook Receipts Fund Transfers Direct Credit Exports Bank Reconciliation
- Venue: Online
- Date: 28 May 2024
- Time: 01:30 PM - 03:00 PM
- Available spaces: 5
Events
Join us for two days to learn more about Infusion Accounting Software, where we will be focusing on the new features and functions released over the past twelve months. Please note this event is only open to Partners, Accountants and Bookkeepers. AGENDA: Watch this space
- Venue: Novotel Hamilton
- Date: 10 Oct 2024
- Time: 10:00 AM - 05:00 PM
- Available spaces: 50