ACADEMY COURSE AT SUMMIT: More with AR! Advanced Topics in the Sales Module

  • ACADEMY COURSE AT SUMMIT: More with AR! Advanced Topics in the Sales Module

    Posted by Jo deRuiter on September 10, 2018 at 6:30 pm
    • Jo deRuiter

      Member

      September 10, 2018 at 6:30 PM

      ?

      More with AR and Sales!
      Advanced topics in Accounts Receivables – 2018
      One of the Core Courses for the Professional Certificate in Accounts Receivable!

      Join us to learn time saving tips and tricks and increase the effectiveness and accuracy by learning to manage your AR in GP better! We’ll look at reporting and reconciling options you might not even know are there and how to create your own reporting!

      The Agenda for our ½ Day Session is:

      Deeper Dive into AR Setups

      • More focused discussion on the myriad setup options
      • More focused discussion on Customer Cards and Classes
      • Can’t pay your Sales people with GP Commissions? Learn to automate even the most complex Commissions!
      • Should you be using Sales Orders instead?
      • Staying well balanced is important – especially for AR!
      • How to use SmartList to make your job easier!
        • Using SmartList for Reporting AND Research
        • Finding and reconciling transactions!
      • Be Vigilant! Setting up alerts on Customers and Collections!
      • Email Templates – why are there so many, and how to use them effectively!
      • What about Sales Taxes Again?

      If you are headed to Summit why not come just a little earlier and find out how to make your Sales Module work for YOU!  I’ll look forward to seeing you guys there!!
      Here is how to Register!!

      1. Login to the Summit site and click Register.

      2. This will bring you to the Registration page – you will see a message stating “You are currently Registered.” Click on Edit Registration (right side of screen).

      3. When you see your registration, click Edit.

      4. On the next screen, click Add Activities.

      5. Check the box next to the class title you’re interested in.

      6. Follow the prompts to complete the process of adding this class to your registration.

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      Kindest Regards,

      Jo deRuiter , MCP, DCP
      “That GP Red Head”
      Advanced Credentialed Professional-Dynamics GP
      GPUG Academy Instructor
      GPUG GP Credentialing Exam Committee
      Chairman, GPUG Partner Advisory Board
      Dexpro Dynamics LLC
      Senior Consultant
      Milwaukee, WI
      770-906-4504 (Cell)
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    Jo deRuiter replied 6 years, 2 months ago 1 Member · 0 Replies
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