Classes are from 9:00am-4:00pm

ACCOUNTS PAYABLE

In just one day, you'll be able to take advantage of the power and usability of Accounts Payable, with skills that will increase your productivity and save you valuable processing time. You will learn all of the important fundamentals of this application including:

Setup of the Sage MAS 90 Accounts Payable module

• Customize the Accounts Payable module to allow for the use of divisions, aging parameter, discounts, 1099’s, history retention, and General Ledger posting

• Definition of divisions and related General Ledger posting accounts
• Bank codes
• Terms codes
• Sales tax maintenance for state and local tax calculation and reporting

You will also learn how to

• Enter and maintain vendor records
• Establish, maintain and select repetitive invoices
• Enter vendor invoices and credit memos
• Adjust vendor invoices, dates and/or due dates
• Select, modify, and print accounts payable checks and reprint options
• Enter, adjust and process manual checks
• Voiding checks
• Vendor inquiry options
• Reporting features including vendor lists, mailing labels, cash requirements and aged invoice reports, check history, 1099 printing and A/P analysis
• Perform an Accounts Payable period end process including clearing linked transactions between Accounts Payable and Accounts Receivable
• Miscellaneous features such as vendor and transaction history purge and accounts payable check formatting

At the conclusion of each section you will have the opportunity to perform a hands-on lab exercise to reinforce the course instruction.

ACCOUNTS RECEIVABLE

By attending this one day class, you'll be able to take advantage of the power and usability of Accounts Receivable, with skills that will increase your productivity and save you valuable processing time. You will learn all of the important fundamentals of this application including:

Setup of the Sage MAS 90 Accounts Receivable module

• Customize the Accounts Receivable module for the use of divisions, defining aging parameters, retention of history and commission calculation

• Definition of divisions and related General Ledger posting accounts
• Bank codes
• Terms codes

• Sales tax maintenance for state and local tax calculation and reporting
• Salesperson setup and commission rate definition
• Sales code setup for default posting to the General Ledger

You will also learn how to

• Enter and maintain customer records
• Establish, maintain and select repetitive invoices
• Enter and print customer invoices, credit memos and invoice adjustments
• Enter and apply cash receipts, miscellaneous cash and credit memos
• Write off bad debits and underpayments
• Customer inquiry options
• Reporting features including customer lists, mailing labels, customer and salesperson sales analysis, sales analysis, customer aging and balance, tax and commission reporting, historical reporting
• Perform an Accounts Receivable period end process including customer statement printing, finance charge calculation, and customer and history purge
• Miscellaneous features including delete, renumber and merge of customer numbers and accounts, invoice and statement formatting

At the conclusion of each section you will have the opportunity to perform a hands-on lab exercise to reinforce the course instruction.

CRYSTAL REPORTS

Here's your opportunity to dramatically improve your ability to create customized reports that meet your unique business needs. In this one day class you will learn the basics of creating presentation quality reports using Crystal Reports.  Class instruction includes:

Basic report generation

• Plan your report

• Navigate Crystal Reports
• Modify default settings
• Use the help feature
• Generate a new report
• Report sections
• Modify report fields
• Format your report
• Saving your report

Advanced features include

• Sort options and data selection

• Use the Select Expert and how to change the Record Selection Formula
• Use Multiple Criteria
• Understand Group Components
• Insert totals
• Summary functions
• Create a report using the Report Expert
• Edit reports
• Create formulas and understanding formula components
• String, Date and Time functions
• Calculate summary fields and use “if” statements

At the conclusion of each section you will have the opportunity to perform a hands-on lab exercise to reinforce the course instruction.

FRX DESKTOP (INTRO)

This class covers the basic report design skills you need to create, maintain and distribute presentation quality reports using FRx.  It also includes coverage of additional functionality designed to help you create new reports, and distribute and analyze your company’s financial information.  You will learn about basic foundational skills, complex calculations, drag and drop reorganization, rounding adjustments and account sets.

This class is ideal for novice FRx users and intermediate and experienced FRx users who would like to refresh their skills or develop broader product proficiency

Course Objectives:

• Learn basic navigation and report creation in FRx

• Learn techniques to drill down, analyze, print and export from the FRx Drilldown Viewer
• Explore ways to efficiently create and distribute many financial reports including: trial balances, balance sheets, transaction detail reporting, trended, side-by-side, actual vs. budget, rolling quarters, relational reporting
• Examine tips and tricks for increasing speed and accuracy of month-end close
• Examine tips and tricks for increasing speed and accuracy of month-end close
• Learn how to troubleshoot tough reports
• Create presentation quality reports
• Perform electronic distribution - including chaining, e-mail and sending reports to FRx WebView
• Understand security settings within FRx
• Learn many ways to improve your company’s financial reporting package

FRX DESKTOP (ADVANCED)

This class is designed for the more experienced FRx user.  You must be familiar with the basic features of FRx including creating a basic report, using row formats, column layouts, reporting trees, and the catalog of reports.  This course is divided into discussions of concepts, activities, and labs.

Some of the features you will learn include:

• Accessing data from external worksheets in the reports

• Linking to other row format
• Consolidating multiple companies
• Using reporting trees with up to nine levels
• Unlimited specification sets
• The FRx Report Launcher (separate from the program)

Some of the more advanced features include:

• Using the rounding adjustment feature

• Defining account sets within the row format
• Using the sorting features available in FRx
• Defining account modifiers
• Using account filters for column restrictions
• Use other features with complex reporting

GENERAL LEDGER

Save valuable time and enhance your productivity with these General Ledger skills that enable you to understand all setup options, define the chart of accounts, make journal entries and generate standard and custom financial statements. This one-day course will teach you:

Setup of the Sage MAS 90 General Ledger module

• Define the chart of accounts and resulting financial options

• Fiscal year setup and maintaining period end dates
• Default headers for standard financial statements
• Set up departments, locations and profit statements
• Establish source journals

You will also learn how to

• Enter general ledger accounts and modify descriptions

• Maintain budget amounts for each account number
• Enter general journal, recurring journals, transactions journals, and standard journals
• Allocation maintenance and how to use general ledger allocations
• Reporting features including financial statements, trial balance, general ledger detail, and general ledger source
• Custom financial statement preparation and tips
• Perform a General Ledger period end process
• Miscellaneous features including delete, renumber and merge of general ledger accounts

At the conclusion of each section you will have the opportunity to perform a hands-on lab exercise to reinforce the course instruction.

INVENTORY MANAGEMENT

Successful inventory management starts with important insights into setting up your Inventory Management System.   This course is designed to give you a well-rounded foundation of knowledge and includes instruction on: 

Setup of the Sage MAS 90 Inventory Management module

• Customize the Inventory Management module for multiple warehouses, decimal positions, history retention
• Product line definition and maintenance
• Warehouse usage related to General Ledger posting accounts
• Price codes
• Unit of measure for inventory items
• Bar code definition
• Inventory Management utilities including valuation and item number change

You will also learn how to

• Enter and maintain inventory item records
• Inventory item costing, pricing and promotions
• Inventory transaction processing including issues, transfers, and adjustments
• Using sales kits
• Inventory inquiry options
• Reporting features including inventory item listing, labels, historical information
• Physical count procedures
• Perform an Inventory Management period end process and history purge
• Miscellaneous features including delete, renumber, merge of inventory items, label formatting

At the conclusion of each section you will have the opportunity to perform a hands-on lab exercise to reinforce the course instruction.

PAYROLL

By taking advantage of the power and usability in Payroll , you can increase productivity, save processing time and utilize different reporting options. By attending this one day course you'll learn:

Setup of the Sage MAS 90 Payroll module

• Customize the Payroll module for use of departments, tip allocation, history retention and benefit accrual
• Bank codes
• Earnings codes
• Deduction codes
• Labor codes
• Tax table maintenance
• Worker's Compensation maintenance

You will also learn how to

• Enter and maintain employee records
• Enter and process payroll transactions
• Print checks and associated reports and updates
• Direct deposit feature
• Reporting features including employee inquiry options, employee listing, quarterly taxes, earnings and deductions, benefit accrual, Worker's Compensation
• Perform a Payroll period end process including quarterly governmental reports Form 941 and W2 printing

At the conclusion of each section you will have the opportunity to perform a hands-on lab exercise to reinforce the course instruction.

PURCHASE ORDER

This is an excellent opportunity to learn how to keep more accurate records of important purchase transactions, make better purchasing decisions and access vital purchasing information when you need it. In just one day, you will learn:

Setup of the Sage MAS 90 Purchase Order module

• Establish number sequence for purchase orders, purchase order receipts, purchase order invoice entry, return and material requisitions
• History retention options
• Default General Ledger accounts and posting options
• Security
• Batch entry
• Integration with other Sage MAS 90 modules

You will also learn how to

• Enter purchase orders, receipt of goods, and receipt of invoices
• Enter and maintain ship to addresses
• Use the automatic reordering feature
• Setup miscellaneous charge code maintenance and vendor price levels
• Return and material requisition processing
• Purchase order inquiry options
• Reporting features including open purchase orders, expected delivery, receipt history, and purchase history
• Perform a Purchase Order period end process and purchase clearing report
• Business form compatibility and ordering

At the conclusion of each section you will have the opportunity to perform a hands-on lab exercise to reinforce the course instruction.

SALES ORDER

Now you can access the information you need, when you need it, for smoother flowing sales order processing. This targeted course focuses on setup, daily processing, reporting and period-end processing. By attending this class you will learn:

Setup of the Sage MAS 90 Sales Order module

• Establish number sequence for sales orders, sales order receipts, sales order invoice entry, and material requisitions
• History retention options
• Default General Ledger accounts and posting options
• Security
• Batch entry
• Integration with other Sage MAS 90 modules

You will also learn how to

• Enter sales orders, receipt of goods, and receipt of invoices
• Use the automatic reordering feature
• Return and material requisition processing
• Sales order inquiry options
• Reporting features including open sales orders, expected delivery, receipt of goods history, and sales history
• Perform a Sales Order period end process and sales clearing report
• Business Forms compatibility and ordering

At the conclusion of each section you will have the opportunity to perform a hands-on lab exercise to reinforce the course instruction.

YEAR END PROCESSING

At Champ Systems we’d like to help you prepare and save time.  By attending our half-day training session you will learn how to accurately perform a period end, year end and fiscal year end.  We will cover the core modules (A/P, A/R and G/L), the distribution modules (I/M, S/O, P/O), and the Payroll module.  Included will be instruction on printing 1099 and W2 forms.  Classes are held in December in Sacramento.  Stay tuned for specific dates.

All attendees will receive a workbook which includes worksheets and detailed instructions to help ensure a trouble-free year end close.