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Sage Premier Training Course Outline
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Security
- Setting up User Passwords
- Audit Report
Review Backup Utiliity
- Setting a Backup Schedule
- Time and Billing
- Setup
Donor Grantor Setup / Summary List Reporting
Statement of Revenues and Expenditures
- Month to date
- Year to date
- By program, project or fund
Statement of Financial Position
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Conversions
- Manual to Peachtree
- QuickBooks to Peachtree
- Other systems to Peachtree
Audit Trails
Internal Accounting Review
Customizing Reports
Customizing Financial Reports
Closing the Period
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Welcome to the Peachtree Software Nonprofit Training Class. This 1/2 day course is geared toward current Peachtree users who wish a more detailed, behind the scenes, understanding of the programs capabilities for nonprofit organizations. The features covered in the class apply to all Peachtree Software programs including Peachtree 2007 and Peachtree Quantum. Students are required to have a basic working knowledge of Windows and a solid understanding of Peachtree, or have completed the Introduction and intermediate Peachtree courses. During class participants will review some basic company set-up features, transaction entry and how they impact the General Ledger. Additionally, how to close and balance the cash accounts. Students will learn how to customize Financial Statements, set-up User security rights & other advanced features of the system. This class is taught by an experienced certified trainer. There will be a maximum of 4 students per class and is hands on 1 person per PC. All classes are CPE accredited. Students will receive a certificate of completion. Cancellation policy: Course cancellation must be received in writing 5 days prior to course date to be eligible for refund and are subject to a $50 administrative fee. The class may be rescheduled with no administrative fee.
Fee: 1/2 day session $249.00
Peachtree Premier Training Center
Call Now Toll Free 800/475-1047
www.jcscomputer.com • “Helping you do more in less time!”
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