May 6, 2016

Webinars

Previous

02/15/2017
Accounts Payable Webinar

02/23/2017
Mobile Resource Manager - Desktop

03/02/2017
Mobile Resource Manager - Field App

3/15/2017
Accounts Receivable Overview

4/19/2017
Job Cost Accounting Overview

5/17/2017
Payroll Overview

6/14/2017
Cash Management/General Ledger Overview

7/19/2017
Purchase Order with Inventory Overview

8/16/2017
Accounts Payable with Purchase Order Overview

9/13/2017
Accounts Receivable Overview

Upcoming

10/18/2017
Payroll Overview

11/15/2017
Job Cost Overview

12/13/2017
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
  • Aging reports
Job Cost Accounting Overview

Topics covered:

  • Job entry and maintenance
  • Phase entry and maintenance
  • Estimate and Change Order entry & 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

Topics covered:

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
Purchase Order with Inventory Overview

Topics covered:

  • Purchase Order (PO) is used to track and print purchase orders (including subcontract orders)
  • Purchase Orders can be emailed directly to the Vendor
  • Unreceived Purchase Orders can appear on Job Cost reports
  • Purchase Order is integrated with Inventory and can create Inventory receipts as the purchase order items are received
  • Inventory items can be used to easily provide descriptions and/or prices when entering purchase orders
  • Purchase Order Receiving
Accounts Payable with Purchase Order Overview

Topics covered:

  • Vendor entry and maintenance
  • Invoice entry
  • Adjustment entry
  • Check Selection and printing
  • Closing and posting payables
  • Agings
  • Purchase Order is integrated with the Accounts Payable system and can simplify the entry of accounts payable invoices
  • Purchase Orders can be emailed directly to the Vendor
  • Unreceived Purchase Orders can appear on Job Cost reports
Accounts Receivable Overview

Topics covered:

  • Customer entry and maintenance
  • Invoice entry
  • Adjustment entry
  • Receipt entry
  • Closing and posting receivables
  • Aging reports
Payroll Overview

Join us for a guided demo on how to improve your accounting accuracy, efficiency, and reliability with the Payroll module in Visual ContrAcct.

When
Wednesday, October 18, 2017
11am ET, 10am CT, 9am MT, 8am PT


Presenter
Terri Levinson
Field of Study
Accounting, Computer Science
Objective
Learn how to complete your Payroll function with Visual ContrAcct
Level of Knowledge
Basic
Prerequisites
None
CPE Credits
1-2 credit hours (based on actual webinar length)

What You'll Learn:

  • Employee entry and maintenance including deductions and unions
  • Time-card entry
  • Computing and printing paychecks
  • Closing and posting payroll
  • Quarterly PR tax reports
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 can obtain CPE credit for attending one of Job Cost Inc.'s training webinars. If you wish to receive a certificate, email John Albrecht or indicate it on the class evaluation form that will be sent after the webinar. We will email you a CPE certificate as a PDF.