Infusion Business Software - Gold Course
17 Oct 2019, 9:00am – 5:00pm
Infusion GOLD Training
The GOLD Training course is designed for administration staff, business owners and managers. The course builds on the processing of transactions and information in the previous BRONZE and SILVER courses.
The course covers the key Administration, Cashbook and Financials sections of the software providing users with the knowledge to read and understand the key financial reports.
The course is a practical course covering a wide range of “Practical What if?” situations.
In addition to the Cashbook / Financials, the course also covers advanced set up and configuration of the system together with Stocktake, Management and Reporting.
The aim of the course is to teach staff, owners and managers how to prepare and review timely monthly financial and Management Reports and send the completed data to the accountant at the end of the year.
Financials
Understanding the Chart of Accounts
Transaction Journals
Budget Maintenance and Reporting
Cash Flow Forecasting
Profit and Loss and Balance Sheet Reporting
Sending Data to the Accountant
Cashbook
Payments Receipts and Bank Transfers
POS Cash up Balancing and Variances
Customer Payments and Daily Banking
Direct Credits
Downloading Transactions from the Bank
Bank Reconciliation
GST Reconciliation
Stocktake
Preparing and processing regular rolling stocktakes
Year End Stocktake
Bin Locations
Investigation of Product Variances
Stocktake Scanning to improve accuracy and efficiency
Advanced Administration
Deleting
Layouts
System Reports
Reindex Data Files
Emailing
Import Routines
Other Functions including Audit Trail
Layout Changes and Basic Report Writer
Manage Menu Groups
Staff Security Management
Month and Year End Processing
Processing and Reporting for the End of each Month
Providing your accountant with timely accurate information
System Defaults and Settings
Defaults, Settings and Configuration Menus - Turning Features and Functions On and Off.