Course curriculum

    1. Course Description

    1. Getting Started

    2. Course Introduction

    3. Facilisgroup Lifecycle of an Order

    4. PDF - Facilis Workflow

    5. @Ease is now Syncore!

    6. Introduction to Syncore

    7. Syncore Homepage

    8. Syncore Navigation

    9. Syncore Reports

    10. Syncore Help and Resources

    11. The Job Tracker for Finance

    12. PDF - Jobs Introduction

    13. PDF - Job Priorities

    14. PDF - Job Status

    15. PDF - The Job Log

    16. Congratulations!

    1. Introduction to Module 2 - Accounts Receivable

    2. Introduction to Facilis Invoicing

    3. PDF - Standard Invoicing

    4. Standard Invoicing

    5. Exercise 1 - Standard Invoicing

    6. PDF - How to Add a Receipts Journal Entries to Your Accounting Software

    7. PDF - Invoicing Differing Tax Rates

    8. Invoicing Differing Sales Tax Rates

    9. Exercise 2: Sales Taxability by Line Item

    10. Exercise 3 -Taxability for Multiple Tax Rates

    11. PDF - Invoicing Back Orders

    12. Invoicing Back Orders

    13. Exercise 4 - Back Orders

    14. PDF - Invoicing Credit and Rebills

    15. Credit and Rebill Invoicing

    16. Exercise 5 -Credit and Rebill

    17. PDF -Cancelled Orders

    18. Cancelled Orders

    19. Exercise 6 -Cancelled Orders

    20. PDF - Missing Info

    21. Missing Information

    22. Exercise 7- Missing Information

    23. PDF- Invoicing Credit Memos

    24. Invoicing Client Credit Memos

    25. Exercise 8 - Credit Memos

    26. Consolidated Invoicing

    27. Exercise 9 - Consolidated Invoicing

    28. PDF- Invoicing Overruns and Underruns

    29. Overruns and Underruns

    30. Introduction to Payments

    31. PDF- Paya Payments

    32. Payments with Paya

    33. PDF- Check, CC, and ACH Payments

    34. Check, Credit Card, and ACH Payments

    35. Exercise 10 - Check Payment

    36. Exercise 11 - Credit Card Payment

    37. Exercise 12- Direct Deposit/ACH Payment

    38. Check Payments for Multiple Invoices

    39. Exercise 13- Check Payment for Multiple Invoices

    40. Credit and Rebill Payments

    41. Exercise 14 - Credit and Rebill Payment

    42. Exercise 15- Adjustment Underpayment

    43. PDF- Receipts Journal

    44. Receipts Journal

    45. Exercise 16 - Receipts Journal

    46. PDF - A/R Collections

    47. A/R Collections Process

    48. Congratulations!

    49. Finance Workflow

    1. Finance Webinar - Intro & A/R

    1. Introduction to Module 3 - Accounts Payable

    2. Standard Supplier Invoice Approval

    3. PDF - Approving POs

    4. Exercise 17 - Standard Supplier Invoice Approval

    5. Back Orders APOs

    6. Exercise 18 - Backorders (POs)

    7. Multiple Warehouse Shipments

    8. Exercise 19 - Multiple Warehouse

    9. Supplier Credit Memos

    10. Exercise 20 - Supplier Credit Memos

    11. Cancelled Purchase Orders

    12. Exercise 21 - Cancelled POs

    13. Samples (SRFs)

    14. PDF - Approving Samples (SRFs)

    15. Exercise 22 - Samples

    16. Incorrect Information on PO

    17. Exercise 23 - Incorrect Information on PO

    18. Sample Freight

    19. Exercise 24 - Monthly Sample Freight

    20. Overruns/Underruns on Purchase Orders

    21. Batch Posting

    22. PDF - Batch Posting

    23. Exercise 25 - Batch Posting

    24. Supplier Check Runs

    25. PDF - Supplier Payment Runs

    26. Exercise 26 - Supplier Payment Runs

    27. Supplier Credit Card Runs

    28. Exercise 27 - Supplier Credit Card Runs

    29. Individual Supplier Payments

    30. PDF - Individual Supplier Payments

    31. Exercise 28 - Supplier payment by credit card

    32. Exercise 29 - Supplier Payment by Check

    33. Exercise 30 - Record a Supplier Payment Made by ACH

    34. Supplier Payment Adjustment

    35. Exercise 31 - Adjustment to Write Off PO Balance

    36. PDF - Completing Jobs

    37. PDF - Review Finance Workflow

    38. PDF - Review Finance Checklist

    39. Congratulations!

    1. Introduction to Module 4 - Month End

    2. PDF - Month End Closing

    3. PDF - A/R Month End

    4. A/R Month End

    5. PDF - Avalara

    6. Avalara Sales Tax Reporting

    7. PDF- A/P Month End

    8. A/P Month End

    9. PDF - COGA Month End PDF

    10. COGA Month End

    11. PDF - Bank Reconciliation

    12. PDF - Commissions

    13. PDF - Commissions Account

    14. Commission Accounts

    15. PDF - Commissions Payable

    16. Commission Payable (optional)

    17. PDF - Inventory Month End

    18. Inventory Month End (optional)

    19. PDF - Set Closing Date

    20. Set Closing Date

    21. PDF - Month End Summary

    22. Month End Summary

    23. PDF - Review Finance Workflow

    24. PDF - Review Finance Checklist

    25. Congratulations!

About this course

  • Free
  • 132 lessons
  • 8.5 hours of video content

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