LEARN HOW TO SURF LIKE A PRO

Transcription

1 LEARN HOW TO SURF LIKE A PRO

2 Please find enclosed the details you requested in relation to our Training Course. Our training course for all users is designed as a hands on tutorial led experience, which once completed should allow you to carry out all of your work with added confidence. To get the best return from your recent investment in Surf Accounts and to improve staff efficiency we would recommend that you attend one of our newly designed training courses. Learn How to Surf like a Pro' Extensive tutorial based manual Trainers selected from our support team, experts in Surf Accounts Lunch included Modern classroom facilities Small groups (Maximum of 9 people) This course is run every Tuesday from 9:30 to 17:00 in our offices in Dublin 24. The full training fee is 95 per person. Book Now! Terms & Conditions Rescheduling: There is a minimum of 5 confirmed attendees on the course in order for it to go ahead. If cancelled, you will receive an at least 72 hours prior to the date of the course notifying you of the cancellation. You will then receive a phone call from one of our team re-scheduling the training course with you. Cancellation Fees: if you wish to cancel your booking, the following fees will apply. No Fee - Over 14 days notice Between 7-14 days 50 - Between 3-7 days 75 - Less than 3 days notice

3 Course Content TUTORIAL 1 Logging in, Customising your Dashboard, Logging out/moving from one business to another and resetting your password TUTORIAL 2 What is a Chart of Accounts, adding a new Account Code, Account Groups, Opening an Account Code, Deleting an Account Code, Viewing an Account Ledger, Printing/Exporting to Excel/Exporting to PDF, The Account Ledger, editing and entering last year s figures and Budgets TUTORIAL 3 Contact Settings, Adding New Customers, Suppliers and Prospects TUTORIAL 4 Creating new Product Categories and new Products TUTORIAL 5 Sales Adding Sales, Quotes, Orders and Invoices/Credit Notes (Product & Non Product) Generating an order from a Quote, an Invoice from an Order and an Invoice from a Quote Adding and Allocating new Customer Receipts and setting up recurring Sales Invoices TUTORIAL 6 Purchases Adding new Orders and Invoices/Credit Notes (Product & Non Product) Generating an Invoice from an Order Adding and allocating Supplier Payments TUTORIAL 7 Banking Banking Settings, Adding non customer Receipts, recurring Receipts Adding non supplier Payments, recurring Payments Import Bank Feeds, setting Rules, Review existing Bank Import Feed Rules Reconciling your bank accounts, SEPA Payments TUTORIAL 8 REPORTS Generating reports, Printing/exporting to excel/exporting to pdf TUTORIAL 9 Stock Stock Settings, Setting up Stock Adjustment Types, Understanding the Stages of the Stock Lifecycle Setting up Products to maintain stock levels, Stock Adjustments, Dispatching an order, Delivery of an Order, Goods-Out/In, Orders-In/Out Adjustments and Viewing a Product Ledger Card

4 TUTORIAL 10 Opening Balances Entering an opening Trial Balance, Creating opening customer or supplier balances, Creating Opening Bank Position and entering last year s Trial Balance TUTORIAL 11 Exporting Data Export all data to.xml file and Export data to Excel through Reports TUTORIAL 12 Importing Data Import data into your system using the surf templates TUTORIAL 13 Time Recording Settings, Recording Chargeable and Non-Chargeable Time, Recording Expenses, the Time Manager, Invoicing for Time, Viewing the customer Time/Expense Ledger and Writing-off/back time/expenses TUTORIAL 14 CRM (Client Relationship Manager) Settings, the Diary, Opportunities and Data Mining TUTORIAL 15 Multi-Currency Setup, Set Customers or Suppliers Currency, Set Products Currency, Multi-currency in Quotes, Orders and Invoices/Credit Notes TUTORIAL 16 VAT Return, VIES & INTRASTAT Settings, Producing your VAT Return, VIES Report and INTRASTAT Report TUTORIAL 17 - Settings Business Details, Users, Manage Account, Accounting Periods, Divisions, Accounts Setup Transaction Other Information, Print Templates, Invoice Column Setup, Settings, Advanced E- Mail Settings, Templates, Recalculation, Validation Check and Year-End

5 Agenda 09:30 09:35 Welcome & Introduction to Trainer, Surf Accounts + Support 09:35 10:00 Settings (General Setup, Accounts & VAT) 10:00 10:15 Dashboard & Chart of Accounts 10:15 10:30 Contacts (Customers/Suppliers) 10:30 11:00 CRM (Client Relationship Manager) 11:00 11:20 Coffee Break 11:20 12:05 Sales (Quotes, Orders, Invoices, Receipts) 12:05 12:50 Purchases (Order, Invoices, Payments) 12:50 14:00 Lunch 14:00 14:30 Receipts/Payments, Bank Fees & Bank Reconciliation 14:30 15:00 Journals, VAT Return, VIES/Intrastat 15:00 15:20 Reports 15:20 15:40 Coffee Break 15:40 16:00 Stock 16:00 16:30 Time 16:30 16:45 Multi-Currency 16:45 17:00 Q&A

6 Reviews What our customers are saying Very professional facilities, very straight forward. I have left with a much clearer understanding of all aspects of Surf Aimee Vaughan Children in Hospital Ireland The facilities were excellent. The handbook is very concise, great resource to take away. Sarah Hogan Artzone I am a complete novice to Surf Accounts. After training I have a clearer idea of what I need to do and how to start Natasha Akerele, Carlow Volunteer Centre The Trainer was very friendly, very patient and I was allowed to go at my own pace Evelyn Fitzpatrick Martello Media

7 FAQ 1) For how long does the course run? Only 1 day from 9:30am to 17:00pm 2) What is the course fee? The full training course fee is Fees may be paid by Visa Debit, Credit Card, Cheque or Bank Transfer. 3) When does the course start? Every Tuesday 4) Am I required to purchase any materials or books for this course? No, all course materials are Free. 5) How many people are there in each class? Small groups: maximum of 9 people. 6) How do I cancel my training course? To cancel the course contact us on or send an to training@surfaccounts.com Cancellation Fees: No Fee - Over 14 days notice Between 7-14 days 50 - Between 3-7 days 75 - Less than 3 days notice 7) Where is the course held? The course is held in Surf Accounts. Unit D6 South City Business Park, Whitestown Way, Tallaght, Dublin 24.

8 8) How to find us Serviced by bus routes: 77a & 65b Luas: 20 min walk from Tallaght stop.