Accounts Payable Webinar

Mobile Resource Manager - Field App

Accounts Receivable Overview

Job Cost Accounting Overview

Payroll Overview


Cash Management/General Ledger Overview

Purchase Order/Inventory Overview

Accounts Payable/Purchase Order Overview

Accounts Receivable Overview

Payroll Overview

Job Cost Accounting Overview

Payroll Year End Review

Accounts Payable Overview

Topics covered:

  • Vendor entry and maintenance
  • Invoice entry
  • Adjustment entry
  • Check selection and printing
  • Closing and posting payables
Mobile Resource Manager Desktop Training Webinar

Topics covered:

  • Resources (Employees, Equipment & Subcontractors) with Skill Sets
  • Customers, Locations & Location Equipment
  • Proposals/Estimates/Quotes, Work Orders & Invoices
  • Service Calls & Quick Calls (Service Call & Appointment)
  • Single & Multiple Appointments
  • Accounting Interface
Mobile Resource Manager Field App Training Webinar

Topics covered:

  • Main Lists - My Appointments, All Appointments, Customers
  • Service Calls including Work Requested
  • Customers & Locations including mapping and downloading, History, and Location Equipment
  • Appointment info - Scheduled Date/Time, Resources required (Technicians, Trucks, etc.), Start Time, Stop Time, Work Performed, Phases, Status Codes including Follow-up
  • Charges (including Parts linked to Location Equipment)
  • Pictures & other external files (Excel or PDF checklist) Android only
  • Customer & Technician Signatures
  • Customer Email Receipts with attachments
Accounts Receivable Overview

Topics covered:

  • Customer entry and maintenance
  • Invoice entry
  • Adjustment entry
  • Receipt entry
  • Closing and posting receivables
  • Account aging
Job Cost Accounting Overview

Topics covered:

  • Job entry and maintenance
  • Phase entry and maintenance
  • Estimate entry and tracking
  • Change Order entry and tracking
  • Journal entry to jobs
  • Job Analysis and Job Balance reports
Payroll Overview

Topics covered:

  • Employee entry and maintenance including deductions and unions
  • Time-card entry
  • Computing and printing paychecks
  • Closing and posting payroll
  • Quarterly PR tax reports
Cash Management with General Ledger Overview

Join us for a guided demo on how to improve your accounting accuracy, efficiency, and reliability with the Cash Management & General Ledger modules in Visual ContrAcct.

Wednesday, June 14, 2017
11am ET, 10am CT, 9am MT, 8am PT

Terri Levinson
Field of Study
Accounting, Computer Science
Learn how to complete your Cash Management & GL functions with Visual ContrAcct
Level of Knowledge
CPE Credits
1-2 credit hours (based on actual webinar length)

What You'll Learn:

Cash Management

  • Setup accounts
  • Journal Entries
  • Procedures to Re-open General Ledger
  • Standard and/or reversing entries during Close Month
  • Printing reports and Financial Statements

General Ledger

  • Bank Account Maintenance
  • Cash Transactions
    (e.g. service charges)
  • Bank Reconciliation
  • Reviewing your daily / current cash balance
  • Close Month
Registration & Attendance

Follow links above to register. If you have trouble registering or have questions, contact John Albrecht at johnalbrecht@jobcost.com or call 630-355-8188.

Registrants will receive an email with details including a unique GoToMeeting link, dial-in conference number, and 9-digit meeting ID. The day of the webinar, attendees can join the webinar by clicking on the GoToMeeting link provided, or entering their 9-digit meeting ID on the GoToMeeting site.

NOTE: The conference line and the meeting ID change each webinar.

When using computer speakers and mic, check your computer's audio/visual settings.

When using the phone for audio, call the conference line provided in the invitation.

Webinars are recorded and published on this site.

Continuing Professional Education

Job Cost, Inc. is a Public Accountant CPE Sponsor registered by the IDFPR (Illinois Department of Financial & Professional Regulation).

Customers who are CPA's may obtain CPE credit for attending one of Job Cost Inc.'s training webinars.

If you wish to receive CPE credit, let your instructor know when you register for a webinar or indicate on it on your class evaluation form. We will send you a CPE certificate as a PDF.