We suggest that you schedule group training or let S2k “train the trainer” where we train a main staff member who can then train managers and other staff members who will be using S2k. During training, it is a good idea to take detailed notes that can be referred to at a later date. All training is done remotely. We log on to your PC, call you, show you how to do tasks, watch you do it and then let you do it on your own.
•Sessions are 1-2 hours.
•Make sure to schedule your next training at the end of each training session.
•Write down any questions you have so that you can ask them during the next session.
•Please tell your entire staff about these training tips.
At the end of each training session, we will email the owner a training session evaluation form letting him know who was trained and on what and how it went.
1. BASIC TRAINING
1.1. Basic training – navigating menus and toolbars, etc.
1.2. Navigating Drill Downs
1.3. Search
1.4. Journal Entries
2. BANKING
2.1. Check Book
2.2. Bank Balances
2.3. Transfers
2.4. Bank Reconciliation
2.5. Check Design
3. ACCOUNTS PAYABLE
3.1. A/P Basics
3.2. Pay Bills
3.3. Quick Vendor Bill
3.4. A/P Balance Report
4. ACCOUNTS RECEIVABLE
4.1. A/R Basics
4.2. Receive Payments
4.3. Customer Quick Charges
4.4. Customer Invoices and House Charges
4.5. A/R Balance Reports
4.6. Customer Statements
5. FINANCE REPORTS
5.1. Balance Sheet
5.2. Profit and Loss
5.3. P&L Comparison Views
6. PAYROLL
6.1. Payroll Overview
6.2. Payroll Configuration
6.3. Payroll Processing