• Getting Started with the software.
• Navigating within the software.
• Creating users and assigning user permissions.
• Exporting and importing masterfile data.
• Suppliers, from setting up masterfiles to processing documents such as purchase orders and much more.
• Inventory items, including setting up item bundle transactions.
• Customers, from setting up masterfiles to processing documents such as quotes, invoices and much more.
• Creating bank and credit card accounts.
• Creating the company assets and running the asset register report.
• Creating and processing with analysis codes.
• Banking module, from importing the bank statement to reconciling the bank account.
• Getting to know how customers can pay their invoices online using the Customer Zone.
• Advanced processing such as processing journal entries, correcting incorrect account processing and creating recurring journals.
• Setting up the company’s VAT information and how to successfully print the company VAT201 Calculation report.
• Creating other function such as Budgets for the business and processing account opening balances.

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Click here to book your spot.

Leave and Bonus Processing Workshop

Date: Thu, 4 Dec 2025

Time: 10:30am - 12pm

Price: R750 ex VAT per person

Online Platform: Zoom

Click here for more information.

Click here to book your spot.