Business Partner Training

1:1 Training

 - 2 hour CashManager training
 - Installation and setup session

This service aims to relieve accountants of any set up activities normally undertaken when setting up new CashManager clients.  When a CashManager user joins the Awesome Support Programme, they can work directly with the team at Accomplish to set up their CashManager system. Accomplish will then work with both the Accountant and their client to ensure that CashManager is set up in the best possible way to meet the client's needs.

Accountant 15 Minute Overview

Get a quick update on Accomplish's direction, market positioning, pricing and new features in the current version.

Great for busy partners and senior accountants who may not require the full CashManager Business Partner Training.

CashManager Business Partner Training

Designed for Business Partner firms who want a good overview of Accomplish's direction, market positioning, pricing and want to maximize their efficiency using CashManager.

Business Partner training is a 2 to 3 hour session and can be done on site or in a pre-arranged group conference facility.

Course outline:

•  Registration and Upgrade process
•  COA mapping / Adopt COA
•  Send data to new clients 
•  Client Accounting System Export/Import functionality
•  Advanced Transaction Entry - Deposit Slip Printing, Sub Accounts
•  Bank Statement Import
•  Reports, GST, Export and Email
•  Invoicing, Quotes and Receipting
•  Stock Management
•  Plus and Trusts (if requested)

Remote Training - Training Modules

The Power-Up Course is also available in modules that can be viewed from the list above. You choose the training topic/s and we will arrange a time were we can link computers to walk you through your chosen topics.

Book Training Sessions Online now or Contact Us.