These are the classes we are offering.

The General Ledger (GL) course covers setup, account management, financial data entry, reconciliations, auditing, budgeting, closing procedures, and key GL functions like Deferrals and Rollup Inquiries.

The Payables Management (AP) course covers vendor management, invoices, payments, adjustments, prepayments, deferrals, and month-end closing. It also includes optimizing vendor discounts, voucher selection, and reviewing standard reports/lists.

The Receivables Management (AR) course covers sales, customer payments, refunds, and transactions affecting balances. It includes AR setup, customer management, invoices, credits, prepayments, statements, payment reversals, customer holds, finance charges, scheduled payments, and period/year-end processes, along with standard reports/lists.

The Bank Reconciliation (BR) course covers setup, checkbook management, transactions, deposits, transfers, reconciliations, adjustments, voiding, history removal, and standard reports/lists.

The Navigation and Personalization course covers customizing GP to fit different work styles, setting user preferences, navigating modules efficiently, using shortcuts, and optimizing workflow.

The SmartList Designer course covers creating and customizing SmartLists in GP, including table linking, column selection, calculated fields, filters, ‘Go-To’ links, and user security.

The SmartList Builder course covers creating and customizing SmartLists using SQL tables, views, and scripts. It includes table linking, column management, field defaults, filters, ‘Go-To’ links, user security, multi-company SmartLists, and SmartList Builder Maintenance. Additional topics include Navigation List Builder, Excel Report Builder, and the Table Finder tool.

The Management Reporter I course covers generating and modifying reports in GP's Management Reporter. It includes adjusting parameters, outputting reports in various formats, cosmetic and structural modifications, budget-vs-actual comparisons, date grouping, Report Viewer usage, and basic user security.

The Management Reporter II course covers advanced MR report creation, including reporting trees, row and column formats, complex calculations, consolidated and multicurrency reports, drill-down capabilities, and rebuilding the Data Mart.

The Power BI for Business Central course covers connecting, modeling, and visualizing Business Central data in Power BI. It includes data connections, queries, dynamic reports, dashboards, and best practices for performance and security.

The Free Power BI Reports for Business Central course covers Microsoft’s pre-built Power BI reports, including Financial Overview, Sales Analysis, and Inventory Management. It explores integration with Business Central, real-time access, best practices for use, and strategies for sharing insights and decision-making.

This training course will teach participants how to navigate and use key features in Dynamics 365 Business Central. It includes hands-on exercises and a Q&A session to reinforce learning. Participants should have internet access and a computer with a web browser (ideally Microsoft Edge) to join. Topics may be adjusted based on customer needs.

This course covers the General Ledger in Dynamics 365 Business Central, including managing the Chart of Accounts, journal entries, dimensions, recurring journals, financial reports, and budgets. Participants will also learn how to create journal import templates, run reports, and complete month-end and year-end processes. Hands-on exercises and a Q&A session are included. A computer with internet access and a web browser (preferably Microsoft Edge) is required. Topics may vary based on customer needs.

This course covers Accounts Payable in Dynamics 365 Business Central, including vendor setup and management, purchase processes (quotes, orders, invoices), payment terms and methods, ACH processing, and reporting. Participants will complete hands-on exercises and a Q&A session is included. A computer with internet access and a web browser (preferably Microsoft Edge) is required. Topics may vary based on customer needs.

This course covers Accounts Receivable in Dynamics 365 Business Central, including customer setup and management, sales processes (quotes, orders, invoices), cash receipt processing, and reporting. Participants will complete hands-on exercises and a Q&A session is included. A computer with internet access and a web browser (preferably Microsoft Edge) is required. Topics may vary based on customer needs.

This course teaches how to prepare for and perform year-end closing in Dynamics GP for payables, receivables, inventory, and general ledger (excluding payroll and fixed assets). It covers backups, 1099 setup, fiscal year creation, account settings for rollover, closing order, and re-opening a year. Materials include a printed and digital manual, and there is time for Q&A. The class is usually offered November through December.