Gold Course 305 - Advanced Administration

21 Aug 2020 - 21 Aug 2020 , 3:15 PM – 4:45 PM

Infusion GOLD Training

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.

Advanced Administration Functions
Re-Index data Files
Check / Repair Data Files
Queued Emails
Manage Email Defaults
Custom Reports and Utilities
Importing Data
Manage Menu Groups
  • Suggested Group Options
Staff Security
  • Pending Invoices

  • Admin \ Other Menu

System Reports
  • The System Configuration report

  • The System Verification report 

  • Check for Partially Posted Invoices

  • Financial Audit Check

  • Print SMS Log

  • Non-Invoice Transactions To Sales Accounts

Deleting
Layouts
Month End And Year End Processing
  • At The End Of Each Month

    • Customers

    • Suppliers

    • Products

    • Cashbook / Financials

    • Jobs – Service Workshop

    • Admin

  • At The End Of Each Year 

Advanced Administration and System Setups
System Defaults
  • Transaction Lockout dates

  • Default Cashbook method

  • Company Logo File

  • Force Log Off

  • Search Settings

Financial Defaults
Staff Defaults
GST Defaults
Customer Defaults
  • Required fields

  • Invoices Tab

  • Invoice Fields

  • Statements

  • Custom Fields

  • Messages

  • Contacts

  • Deferred

  • Layby 

  • Marketing

  • Charts 

Supplier Defaults
  • Messages

  • Invoices

  • Orders  

Product Defaults
  • New Product 

  • Docket #’s

  • Custom Fields

  • Trade In

  • Trade Me

Job Defaults
  • Cost Entry

  • Invoicing

  • Custom Fields

  • Contacts

  • Schedule

Survey Defaults
  • Customer Item Defaults

  • Rental Hire Defaults

  • IBS Service Defaults

  • Digital Document Defaults

  • Fixed Asset Defaults

  • Contact Management Defaults

  • Customer Loyalty Defaults

  • Manage SMS Defaults

  • Settings

Customer Settings
  • Customer Types

  • Customer Groups

  • Industry Types

  • Customer Regions

  • Delivery Methods

  • Marketing Types

  • The Customer label

  • Quote Status

  • Quote Types

  • Invoice Delivery Status

Supplier Settings
  • Supplier Types

  • Supplier Groups

  • Supplier Label 

Product Settings
  • Product Locations

  • Product Types, Groups and Sub Groups

  • Markups

  • Additional Price levels

  • Product labels

  • OPEA  

Manage G/L Cashbook Settings
  • Banking groups and methods

  • Budget Types

  • Cash Flow Groups

Manage service workshop settings
  • Job Departments

  • Job Status

  • Job Types

  • Schedule Centres

Manage Customer Items Settings
  • Customer Items Types

  • Warranty Types

Import / Export Module
Contact Management 
Other 
  • SMS Templates

  • Custom text (Standard text library)

  • Identification

 

Pricing & Venue

Cost

$75.00

Venue

August - Level 3 - Gold
Online

It is very forgiving and easy to use for us non-accountants. [Our Certified Partner] took care of the flawless change- over and provided precise and accurate training and instruction in a friendly and professional way.

— Peter L W Furley, Managing Director, JPB Furley & Co Ltd

Read More