Your Sage BusinessWorks/QuickBooks
computerized accounting consultant
BusinessWorks Accounts Receivable
Sage BusinessWorks® Accounts Receivable
This course introduces the student to the Accounts Receivable module of BusinessWorks. All of the necessary steps required to setup accounts, process invoices, receive payments and print statements are covered.

Course content, prices, and availability are subject to change without notice.



Topics covered in this live course are:

Integration

- Accounts Receivable setup

  • Creating data files
  • Defining A/R parameters
  • Assigning posting accounts
  • Defining payment terms
  • Setting invoice preferences
  • Standard customer notes

- Sales tax information

  • Defining standard items
  • Entering customer information
  • Entering opening balances

Processing AIR transactions

- Recurring and entering invoices

  • Credit and debit memos
  • Apply open credits and deposits

- Recording payments and deposits

  • Cash refunds
  • Bank deposits
  • Calculate finance charges
  • Global customer change
  • Printing statements

- Managing Receivables

  • Sales analysis reports
  • The closing process

Prerequisites

Although this is an introductory class. familiarity with the Windows working environment and BusinessWorks General Ledger is highly recommended. Due to the nature of the software a basic understanding of bookkeeping is encouraged.

Course Materials and Software

The instructional design of the student workbook is patterned after a well-tested approach. Each skill is presented in a logical order from the simple to the more complex, as a particular task is completed from beginning to end. The exercises are kept fairly simple so the students can concentrate on the how-to's and the application of the program to their business.

Course Fee

The cost of the workbook is included in the tuition price, and also serves as an excellent reference for students after class.

Tuition $425. Ask about our package deals and special pricing.

To Register

For more information and to register for classes, please contact us at:
Office (541) 383-4520
Fax (541) 647-2269
Email H
ollis@LBoydConsulting.com
On-line registration click here


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