VIDEO TRAINING SERIES
FOR COATSsql
Video Training Series: Front Office – The Basics
This video covers the basics for the entire Front Office. The
Employees, Clients and Job Orders. Use QuickTime to view the video
training on your computer at work. Call today for pricing and improve
staff knowledge on your time!
- Employee Training - The Basics (46min)
- Client Training - The Basics (37 Min)
- Job Order Training - The Basics (45 Min)
This computer based training series is available as a complete
set, call today to and find out how easy it is to train new and
existing staff.
The Employee Video will walk you through:
• Entering an Employee into the system
• Entering main front screen data
• Searchable fields
• Entering skills for Industrial, Clerical, Custom Skill screens,
Testing, and Optional Skills
• Previous work history
• Education
• Previous Temporary Experience
• Basic Adjustment review
• Global and Job Order Status
• Enter Contact information and maintaining follow up
• Entering Interview notes
• Reviewing Pay Information
• Entering Tax information
• Reviewing Assignment History
• Searching for an Employee
• Printing Employee Reports The Client Video will walk you through:
•
Entering a Client into the system
•
Entering main front screen data
•
Entering Department contact
•
Entering Sales calls and maintaining follow up
•
Entering Credit scores
•
Reviewing Accounts Receivable Data
•
Entering Collections information and maintaining follow up
•
Reviewing GM/GP data, how to read data
•
Reviewing default Mark %, Worker Comp Codes
•
Using the GM/GP Calculator
•
Entering Directions
•
Reviewing Employees at a client and reports
•
Entering Usage data
•
Searching for a Client
•
Printing Client Reports
The Job Order Video will walk you through:
•
Entering a Job Order into the System
•
Entering main front screen data
•
Performing a Job Order Search
•
Maintaining Employee Job and Global Status
•
Recruiting and following up for Employees on a Job
•
Reviewing Status of Job Orders
•
Reviewing all Job Order Reports
Video Training Series: Back Office – The Basics
This three hour video covers the basics for the entire Back Office;
Payroll, AR, Banks, AP, and GL.
The Payroll Video in 45 minutes will walk you through:
•
Adding a Payroll
•
Type of hours
•
Review of Timecard
•
Keying methods
•
Reviewing Transaction Validity
•
Cross Reference Reports
•
Creating and Printing Checks
•
Printing Registers
•
Preparing Direct Deposit File
•
Appending Payroll
The Accounts Receivable Video in 38 minutes will walk you through:
•
Reviewing Billable Hours
•
Billing Hours
•
Printing Invoices
•
Printing Registers
•
Entering Payments/Adjustments
•
Creating AR Transactions
•
Calculating Finance Charges
•
Printing Statements
•
Aged Analysis
•
Collections
•
A/R Summary
The Banks Video in 28 minutes will walk you through:
•
Adding Banks
•
Adding Contacts
•
Creating Bank Transactions
•
Contact Comments
•
Reviewing Balance
•
Reviewing Transactions
•
Bank Reconciliation
•
Bank Reports
The Accounts Payable Video in 43 minutes will walk you through:
•
Types of Vendors
•
Adding Payable Vendors
•
Adding Contacts
•
Creating Transactions
•
Contact Comments
•
Reviewing Balance
•
Reviewing Transactions
•
1099
•
Automatic Payables/Auto Transactions
•
Check Processing
•
AP Reports
The General Ledger Video in 23 minutes will walk you through:
•
Chart of Accounts
•
Attaching/Reviewing Default accounts through system
•
General Ledger Reports
•
Creating General Journal Transactions
Other Training Options -->
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