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Online Training Classes for April

Get the most out of Successware!

We are pleased to offer exclusive online training classes to our customers to provide you with the opportunity to learn valuable skills, tips and tricks, and information regarding Successware. See below for the classes we will be offering in April.

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

Accounts Payable Overview & Processing

  • Date: Wednesday, April 7 – Thursday, April 8
  • Time: 2 – 3:30 p.m. EST
  • Cost: $249

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

Customer Service Essentials

  • Date: Wednesday, April 14 – Thursday, April 15
  • Time: 2 – 3:30 p.m. EST
  • 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 creating, while the second day encompasses the call center and its functionality. This class is perfect for a new customer service representative (CSR) or an experienced user who wants to improve their skills. Click HERE to register.

The Successware Account Register

  • Date: Tuesday, April 20
  • Time: 2 – 3:30 p.m. EST
  • 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 sessions 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 or edited. Other topics to be covered include the recording of insufficient fund checks, the correction of incorrect check numbers, and recording miscellaneous payments made from bank and credit card accounts. Click HERE to register.

Accounts Receivable Overview & Processing

  • Date: Wednesday, April 21 – Thursday, April 22
  • Time: 2 – 3:30 p.m. EST
  • Cost: $249

This class is ideal for those relatively new to Accounts Receivable (AR) processing in Successware, as well as those experiences users looking for methods of handling those “one-off” situations that arise. We will cover everything from the basics of AR, such as using Receivables Manager and recording and allocating payments, to more in-depth topics like customer refunds, recording NSF checks, and much more. Click HERE to register.

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

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