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Simply Accounting

Level 1

Course Description

This 3 day course is designed to introduce users to Simply Accounting and many of its features. Topics will include the Simply Accounting interface, company setup and configuration, historical data, general ledger, accounts payable, accounts receivable, transaction inquiry, common transactions, bank transactions, periodic processing, reports and financial statements and management tools.

Core Topics

  • Welcome and Course Introduction
  • Lesson 1 — Simply Accounting Interface
  • Lesson 2 — Company Setup and Configuration
  • Lesson 3 — General Ledger
  • Lesson 4 — Accounts Payable
  • Lesson 5 — Accounts Receivable
  • Lesson 6 — Historical Data
  • Lesson 7 — Transaction Inquiry
  • Lesson 8 — Other Transaction
  • Lesson 9 — Bank Transactions
  • Lesson 10 — Periodic Processing
  • Lesson 11 — Reports and Financial Statements
  • Lesson 12 — Management Tool

Level 2

Course Description

This 3 day course course is designed to introduce users to Simply Accounting features not discussed in Level 1
Topics will include Payroll, Inventory, Time & Billing, Budgets, Projects, Departments, Advanced Reporting, Year End, Multicurrency, Security & Users and Data Management.

Core Topics

  • Review Level 1
  • Lesson 1 — Payroll
  • Lesson 2 — Inventory
  • Lesson 3 — Time & Billing
  • Lesson 4 — Budgets
  • Lesson 5 — Projects
  • Lesson 6 — Departments
  • Lesson 7 — Advanced Reporting
  • Lesson 8 — Multicurrency
  • Lesson 9 — Year End
  • Lesson 10 — Users & Security
  • Lesson 11 — Data Management