How to Enrol Simply request an enrolment form by either or phone: Phone: (08)

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1 Why Train With Us? Our Friendly Approach We genuinely care about all our students. Our students are very important and we go out of our way to ensure that all our students believe this is the case. Training Facilities Our training is conducted in a modern training room with plenty of free parking. Our offices are easily accessible to the Mitchell Freeway, Reid Highway and Wanneroo Road, Included in Course Fees Easy to follow manuals Modern facilities Morning and/or afternoon Teas Certificate of Attendance Small class sizes How to Enrol Simply request an enrolment form by either or phone: Phone: (08) training@officelogic.com.au

2 Attaché Courses Our Attaché short courses are designed to give you the skills and confidence you need to take full advantage of the Attaché software. Our Attaché trainers will guide you with care and skill. Whether you are looking to gain confidence in your existing role or hoping to land a bookkeeping/accounting job our Attaché training will give you the boost you need. Attaché Courses Introduction To Attaché Payroll Courses Payroll Processing Payroll Setups Superannuation and Attaché Payroll General Ledger and Bank Reconciliation Managing Products (Inventory) Accounts Receivable Managing Debtors Non Stock Sales Managing Debtors Stock Sales Accounts Payable Managing Creditors Non Stock Purchases Managing Creditors Stock Purchases Form and Screen Design Training Fixed Assets ClearView and Attaché ODBC with Microsoft Office

3 COURSE OUTLINE Course Name: Introduction to Attaché Course Code: AINT Duration: 9am 4pm (2 Days) Summary: New Operator Training This course is designed for new operators and will teach all participants the fundamentals of how to use Attaché software with confidence. Day One Session One Introductory Overview Setting your display preferences Default output devices Multi-tasking with Windows menu Navigating the software using mouse and keyboard Signing in Accessing Attaché Help Drill down to Masterfiles and documents Staying up to date Members website online resources Sample companies and forms Session Two Introduction to Debtors Adding new customers Maintaining customer notes and contacts Adding customer and document delivery addresses Order Entry / Invoicing transactions Receipting customer payments Enquiry and reporting Session Three Introduction to Creditors Adding new suppliers Maintaining supplier notes and contacts Adding document delivery addresses Entering purchase orders and supplier invoices Paying suppliers Enquiry and reporting

4 COURSE OUTLINE Day Two Session One Introduction to General Ledger and Bank Reconciliation Adding new General Ledger account codes Journal entry, including accrual and standing journals Posting from sub-ledgers to the General Ledger Bank Reconciliation Enquiry and reporting Session Two Introduction GST/BAS Reporting Setting up Tax Options and BAS allocations Configuring supplier, customer and product modules Supplier and Customer invoicing BAS updating and reporting Reconciliation Session Three Introduction to Payroll Processing Adding new employees, including pay rates, tax details and leave tables Setting up employee standard pays, bank accounts and superannuation accounts Processing pays timesheets and auto pays Enquiry and reporting

5 PAYROLL TRAINING We currently have three different Attaché courses for operators working with Attaché Payroll. Each course is designed to update and improve your payroll skills. This course is designed for operators that have some experience with Attaché. If you are a new operator we suggested that you start with the introductions courses before moving onto the ore comprehensive courses. Course Name: Payroll Processing Course Code: APYP Duration: 9.30am 2.30pm Upon completion of this course participants will be confident with the following: Employee Masterfiles, including pay rates, tax details Employee bank and superannuation accounts Employee standard pays Processing pays timesheets, auto pays and terminations Entering adjustments Enquiry and reporting ClearView setting reminders, viewing calendar Course Name: Payroll Setups Course Code: APYS Duration: 9.30am 2.30pm Upon completion of this course participants will be confident with the following: Setting up Payroll Options Setting up Income Types, Allowances and Deductions Superannuation, including salary sacrifice Leave tables annual leave, sick leave and long service leave Cost centres setup and reporting Flexi time and rostered days off

6 PAYROLL TRAINING Continued Course Name: Superannuation and Payroll Course Code: ASUP Duration: 9.30am 12.00pm Upon completion of this course participants will be confident with the following: ClearView setting reminders, viewing calendar Setting up contribution types for SGC, salary sacrifice and employer additional Setting up superannuation companies and funds Creating superannuation accounts for employees Reporting Creating export file for superannuation funds

7 Accounts Receivable Learn how to use Accounts Receivables. We run two Attaché courses, one for businesses with warehouse/stock sales and one for businesses that sell SOLUTIONS. Aimed at those who work in or supervise the Accounts Receivable department, the courses take a practical approach to using your Attaché system to manage debtors. Course Name: Managing Debtors with Non-Stock Sales Course Code: ADNS Duration: 9.30am 2.30pm On completion of the course participants will confident doing: Company, BAS and Invoicing option setups General ledger posting accounts Customer and service Masterfiles Order/invoicing transaction entry Receipting customer payments Enquiry and reporting Including ClearView CRM Customer Relationship Management Course Name: Managing Debtors with Stock Sales Course Code: ADSS Duration: 9.30am 4.00pm On completion of the course participants will feel confident doing: Includes the functions from above as well as Adding new products Product price updates Special pricing Backorder release Product adjustments Stocktaking

8 Accounts Payable Learn how to use Accounts Payable. We run two Attaché courses, one for businesses with warehouse/stock purchases and one for businesses that purchases SOLUTIONS. Aimed at those who work in or supervise the Accounts Payable department, the courses take a practical approach to using your Attaché system to manage creditors. Course Name: Managing Creditors with Non-Stock Purchases Course Code: ACNP Duration: 9.30am 2.00pm On completion of the course participants will confident doing: Company, BAS and Supplier option setups General ledger posting accounts Supplier and service Masterfiles Invoicing and credit adjustment transaction entry Paying Suppliers Enquiry and reporting Including Clearview Course Name: Managing Creditors with Stock Purchases Course Code: ACSP Duration: 9.30am 4.00pm On completion of the course participants will feel confident doing: Includes the functions from above as well as Adding new products Purchase orders, goods received, notes and invoices Requisitions and the Product Re-order report Supplier pricing Stocktaking

9 COURSE OUTLINE General Ledger and Bank Reconciliation Course Name: General Ledger and Bank Reconciliation Course Code: AGBR Duration: 9.30am 2.00pm This course looks at setting up the General Ledger and the flexibility available when designing a chart of accounts. You will also complete a bank reconciliation very simple when you know how! On completion of this course participants will be confident to do: Adding General Ledger account codes Journal entry, including accrual and standing journals Posting from sub-ledgers Enquiry and reporting Exporting GL data for external authorities e.g.. ATO, ASIC Cash Flow Forecaster Reconciliation using Financial Controller Bank reconciliation Managing Products Course Name: Managing Products Course Code: AMPR Duration: 9.30am 2.00pm This 'hands on' session will familiarise workshop participants, with the use of Attaché software, in setting up and maintaining an Inventory System. On completion of this course participants will be confident to do: Setting up product, purchasing and invoicing options Adding new products and service items Barcodes and alternative products Product price updates Purchasing and receipting transactions Customer order and invoicing transactions Stocktaking

10 Form and Screen Design This hands-on tutorial shows you how to design functional screen layouts and set up forms to print professional looking documents for customer order entry/invoicing and supplier purchasing Course Name: Form and Screen Designing Course Code: AFSD Duration: 9.30am 11.30am On completion of the course participants will confident doing: Designing and modifying screen layouts Maintaining different screen layouts for each user Designing print layouts Adding text boxes and company logos Maintaining multiple print layouts for different customers Fixed Assets Training Course Name: Fixed Assets Training Course Code: AFAT Duration: 9.30am 11.30am In this course you will go through the setting up your fixed assets register, automated depreciation, disposal management, general ledger integration and reporting. On completion of the course participants will confident doing: Fixed asset register setups Adding and activating assets Depreciating and disposing of assets Revaluation of assets Enquiry and reporting Updating general ledger

11 ClearView and Attaché Course Name: ClearView and Attaché Course Code: ACLV Duration: 9.30am 11.30am In this session you ll learn how to navigate the ClearView Dashboards and manage dashboard content to suit your needs. On completion of the course participants will be confident doing: Viewing and refreshing data Personalising dashboards with your colours and themes ing and printing from gadgets Filtering information and adding totals Adding tasks to your to-do list ODBC with Microsoft Office Course Name: ODBC with Microsoft Course Code: AODM Duration: 9.00am 4.00pm This course will help you get more out of your Attaché data by using the reporting software. Without having to master complex reporting tools or learn a programming language, you'll learn how to create reports, spreadsheets and mail merges with Microsoft Office On completion of the course participants will confident doing: ODBC installation and administration Introduction to MS Query Create sales and general ledger financial reports using MS Excel Create debt collection letters and mailing labels using MS Word Create your own database in MS Access and link to your Attaché data

12 QuickBooks Courses Our QuickBooks short courses are designed to give you the skills and confidence you need to take full advantage of the QuickBooks software. Our trainers will guide you with care and skill. Whether you are looking to gain confidence in your existing role or hoping to land a bookkeeping/accounting job our QuickBooks training will give you the boost you need. QuickBooks Courses Introduction Advanced Payroll BAS and Company Reporting TRAINING: ATTACHE QUICKBOOKS

13 COURSE OUTLINE Introduction to QuickBooks Course Name: Introduction to QuickBooks Course Code: QBIN Duration: 9.00am 4.00pm This is the perfect course for new users or those looking to refresh their QuickBooks skills. Offering a basic overview of applying accounting principles within QuickBooks, you will learn how to set up a company, as well as customise your software to suit your business needs. On completion of this course participants will be confident doing: Setting up a new company for new businesses Customising the chart of accounts. Establishing departmental cost centres Writing cheques Creating customer and supplier databases Creating Bank Reconciliation Entering and paying bills Tracking credit card transactions. Reporting. Creating items and invoices Receiving and making payments. Backing Up. Setting up ABA Files

14 COURSE OUTLINE Advanced QuickBooks Course Name: Advanced QuickBooks Course Code: QBAD Duration: 9.00am 4.00pm Ideal for existing QuickBooks users who want to get the most out of their software, the QuickBooks Advanced Course teaches more about QuickBooks reporting, as well as uncovering ways to use your company data to make important business decisions.. On completion of this course participants will be confident doing: Advanced setup Advanced reporting Inventory management. Issuing credit notes and refunds. Creating estimates, statements and progress invoices Customising purchase orders and invoices Monitoring reimbursable expenses. Invoicing and cash sales. Budget

15 COURSE OUTLINE Payroll Course Name: Payroll and QuickBooks Course Code: QBPY Duration: 9.00am 4.00pm This is the perfect course to teach you how to incorporate QuickBooks and payroll to help save time and effort. Taking you through the entire payroll process step-by-step, this course also outlines how your tax liability and payments are handled within QuickBooks. The Payroll and QuickBooks course also shows how to set up payroll and payroll items that are subject to PAYG and State Payroll tax, as well as how to report that tax to meet PAYG legislation requirements. On completion of this course participants will be confident doing: Setting up an employee Standard and advanced pay runs Paying payroll liabilities to the Australian Taxation Office End of Financial Year payment summaries. ing and printing payslips. Setting the payroll Customising the chart of accounts. Understanding how payroll Items Creating and customising payroll items. Creating employee defaults. Using tax scales Employee leave entitlements and calculations EMDUPE file and the ATO. Utilising ABA Files

16 COURSE OUTLINE GST and BAS Reporting Course Name: QuickBooks GST & BAS Reporting Course Code: QBGST Duration: 9.00am 3.00pm Save time and money by learning how to produce your Business Activity Statement within QuickBooks. This course outlines how your tax liability and payments are handled within QuickBooks. Also learn the steps to locate and correct discrepancies when preparing a BAS, plus how to use QuickBooks to complete a BAS and pay tax liabilities. On completion of this course participants will be confident doing: Understanding GST and PAYG, Setting up the GST preferences. Creating transactions with GST, Creating GST reports Locating and correcting errors Formatting and completing the BAS form, Paying and depositing your GST