Internal Finance Training

With the help of this Finance Training, you will learn some shortcuts and helpful tools when navigating through Syncore, formally known as @ease. You'll be able to correctly invoice clients, process and record client payments, process and record vend

Enroll for free

Course curriculum

1. Course Introduction
2. Course Participation Guidelines
3. Chapter Learning Objectives
4. Handouts to Support Your Learning
5. Finance Workflow
6. Getting Started
1. Accounts Receivable Introduction
2. Getting Started with the Feature Pages
3. Feature Page Directions
4. Feature Page: Finance Dashboard
5. Feature Page: To Be Invoiced Report
6. Understanding the Invoicing Process in Syncore
7. AR Chapter 1 Knowledge Check
1. Job Approval and Standard Invoicing Introduction
2. Feature Page: The Jobs Page
3. Feature Page: Sales Order
4. Accepting or Rejecting a Job
5. AR Let's Practice #1
6. AR Let's Practice #2
7. Standard Invoicing
8. Let's Practice #2 Part 2
9. Exercise 1 - Standard Invoicing
10. PDF - How to Add a Receipts Journal Entries to Your Accounting Software
1. PDF - Invoicing Differing Tax Rates
2. Invoicing Differing Sales Tax Rates
3. Exercise 2: Sales Taxability by Line Item
4. Exercise 3 -Taxability for Multiple Tax Rates
5. PDF - Invoicing Back Orders
6. Invoicing Back Orders
7. Exercise 4 - Back Orders
8. PDF - Invoicing Credit and Rebills
9. Credit and Rebill Invoicing
10. Exercise 5 -Credit and Rebill
11. PDF -Cancelled Orders
12. Cancelled Orders
13. Exercise 6 -Cancelled Orders
14. PDF - Missing Info
15. Missing Information
16. Exercise 7- Missing Information
17. PDF- Invoicing Credit Memos
18. Invoicing Client Credit Memos
19. Exercise 8 - Credit Memos
20. Consolidated Invoicing
21. Exercise 9 - Consolidated Invoicing
22. PDF- Invoicing Overruns and Underruns
23. Overruns and Underruns
1. Introduction to Payments
2. PDF- Paya Payments
3. Payments with Paya
4. PDF- Check, CC, and ACH Payments
5. Check, Credit Card, and ACH Payments
6. Exercise 10 - Check Payment
7. Exercise 11 - Credit Card Payment
8. Exercise 12- Direct Deposit/ACH Payment
9. Receive Payments/Bulk Payments
10. Exercise 13- Check Payment for Multiple Invoices
11. Credit and Rebill Payments
12. Exercise 14 - Credit and Rebill Payment
13. Exercise 15- Adjustment Underpayment
14. PDF- Receipts Journal
15. Receipts Journal
16. Exercise 16 - Receipts Journal
17. PDF - A/R Collections
18. A/R Collections Process
19. AR Follow-Up Assignments
20. Client AR Statements video
21. Auto AR Statements
22. Syncore Reports
1. Finance Webinar - Intro & A/R
1. Introduction to Module 5 - Accounts Payable
2. Standard Supplier Invoice Approval
3. PDF - Approving POs
4. Exercise 17 - Standard Supplier Invoice Approval
5. Back Orders POs
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 6 - 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!
1. New Hire A/P Month End Video

About this course

Free
134 lessons
7.5 hours of video content

Discover your potential, starting today

Enroll today

Internal Finance Training

Course curriculum

Welcome to Finance Training!

AR Module 1: Start Your Day

AR Module 2: Job Approval and Standard Invoicing

AR Module 3: Handling Special Invoicing Cases

AR Module 4: Intro to Payments

AR Webinar

Module 5: Accounts Payable

Module 6: Month End

AP and Month End Webinar

About this course

Discover your potential, starting today