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Online Training for October & November

Learn about Successware Online!

We offer online exclusive training classes each month to ensure you can learn what you need to know about Successware. See below for details on the helpful classes we are offering in October and November.

Attendance is limited and spots are awarded on a first-come, first-served basis. Register today!

Customer Service Essentials

  • Dates: Wednesday & Thursday, October 7 & 8
  • Time: 2:00 to 3:30 PM EDT each day
  • Cost: $249

This class includes everything you need to know about call taking and dispatch in Successware. The first day of class covers call taking and job creation while the second encompasses the call center and all its functions. This class is perfect for a new customer service representative (CSR) or an experienced user who wants to hone their skills. Click HERE to register.

Setting Up Inventory

  • Date: Tuesday, October 13
  • Time: 2:00 to 3:30 PM EDT
  • Cost: $149

This 90-minute session examines general ledger accounts, expense types and adjustment codes that are used for inventory processing. Class activities include setting up material and equipment items to be tracked via the inventory module; creating warehouse locations for inventory; and creating stock lists for the different warehouses. If you are responsible for the setup and implementation of the inventory process in Successware, this class is for you. Click HERE to register.

Processing Inventory

  • Dates: Wednesday & Thursday, October 14 & 15
  • Time: 2:00 to 3:30 PM EDT each day
  • Cost: $249

If you are looking for an extensive overview of the methods related to the daily processing of Inventory in Successware, you should definitely consider signing-up for this course. We will cover how to move items around in the system as well as error correction, vendor refunds, and automated purchasing/restocking. The class is intended for users who have already completed the Inventory Setup session. Click HERE to register.


SPECIAL OFFER!

Sign-up for the Setting Up Inventory and Processing Inventory classes to receive a special discounted rate of just $299 for both - a savings of $99! Register today!


Accounts Payable Overview & Processing

  • Dates: Wednesday, & Thursday, November 4 & 5
  • Time: 2:00 to 3:30 PM EDT each day
  • Cost: $249

This class is ideal for those relatively new to Accounts Payable processing in Successware, as well as for experienced users looking for methods of handling the “special situations” that arise. On day one, we'll cover the basics of AP, including the use of the Payable Manager and the addition of new vendors. On day two we'll move on to more in-depth topics such as Vendor refunds, voiding payments, and more. Click HERE to register.

Setting Up & Processing Payroll

  • Dates: Tuesday, Wednesday, & Thursday, November 10, 11, & 12
  • Time: 2:00 to 3:30 PM EDT each day
  • Cost: $299

This three-session class offers extensive coverage of the standard setup and basic processing steps of Successware payroll for companies that are using a payroll service. The course includes coverage for the payment of hourly and salaried employees as well as the recording of commissions and other wages. If you are interested in attending this class, you should already be familiar with the creation of timecard entries in Successware and your company’s methods of accumulating wages and paying employees. Click HERE to register.

Accounts Receivable Invoice Processing

  • Dates: Wednesday, November 18
  • Time: 2:00 to 3:30 PM EDT
  • Cost: $149

In this 90-minute session, we will cover job invoicing and counter-sales. We will also discuss managing the invoice tracking features of Successware and options for entering cash receipts. Additionally, we will address features included on invoices that affect other areas of Successware, such as pay bases for piece rate payroll and “line types” for scorecard reporting. So, whether you are relatively new to invoicing or you're an experienced user looking for alternate invoicing methods, this class may be for you! Click HERE to register.

The Successware Account Register

  • Dates: Thursday, November 29
  • Time: 2:00 to 3:30 PM EDT
  • Cost: $149

Do you need help identifying the essentials of properly processing and maintaining your register accounts? Then you should consider taking this class! The 90-minute session reviews the process of reconciling your cash box, bank, and credit card accounts, as well as making deposits of reconciled funds into your bank accounts. We will also identify the procedures to follow when deposits or reconciliations need to be reversed and edited. Other topics to be covered include the recording of insufficient funds checks, the correction of incorrect check numbers, and recording miscellaneous payments made from bank and credit card accounts. Click HERE to register.


NOTE: We will contact you via email (generally within one business day) after receiving your registration information.


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