Inventory Management

Monday, July 24, 2017 | 11am EST
Webinar

During this session an Accounting Seed consultant will be available to answer questions on the following:

  • Accounting Settings for Product Costing
  • Product Set-up
  • Importing Products
  • Warehouses and Locations Set-up
  • Inventory Balances
  • Inventory History Reporting
  • Sales Tax Products

Master Data Set-up

Monday, July 24, 2017 | 1pm EST
Webinar

*Prior to attending this Q&A session, please complete the Master Data Setup online training available from
Accounting Seed University
You can also visit our Knowledge Base for additional information and best practices on this functionality.
During this session an Accounting Seed consultant will be available to answer questions on the following:

  • Importing Customers and Vendors
  • Importing Chart of Accounts
  • Configuring Subtype 1 & Subtype 2
  • Review of Accounting Settings
  • Deleting Pre-installed Chart of Accounts
  • Setting up Accounting Variables
  • Setting up Accounting Periods

Cash In

Tuesday, July 25, 2017 | 11am EST
Webinar

During this session an Accounting Seed consultant will be available to answer questions on the following:

  • The Cash Receipt Lifecycle
  • Creating Cash Receipts
  • Applying Cash Receipts
  • AR Aging and Customer Statements
  • Customer Credit Memos
  • Customer Refunds
  • Page Layout Changes for Billings, Cash Receipts, and Billing Cash Receipts (Transaction Related List)
  • Setting up Stripe for Payment Processing
  • Charging Credit Cards

Cash Out

Tuesday, July 25, 2017 | 1pm EST
Webinar

*Prior to attending this Q&A session, please complete the Cash Out online training available from Accounting Seed University.
You can also visit our Knowledge Base for additional information and best practices on this functionality.

During this session an Accounting Seed consultant will be available to answer questions on the following:

  • The Cash Disbursement Lifecycle
  • Creating Accounts Payable
  • Batch Processing of A/P and Payments
  • Quick Pay a Single A/P (Partial Payments)
  • Printing/Posting Checks (Full Remittance)
  • Reverse Application of Cash Disbursement to A/P
  • Voiding Checks
  • Vendor Credit Memos
  • Expense Recognition (Prepaid Expenses)
  • Recurring Accounts Payable
  • Adjusting Check Print
  • Page Layout Changes (Transaction Related List)

Banking

Wednesday, July 26, 2017 | 11am EST
Webinar

During this session an Accounting Seed consultant will be available to answer questions on the following:

  • Bank Direct Connect Set-up and Mapping
  • Bank Direct Connect Transaction Processing
  • Bank Transfers and Payments to Credit Card
  • Importing Bank Files (Not Using Bank Direct Connect)
  • Bank Reconciliation

Journal Entries and General Ledger Reporting Functionality

Wednesday, July 26, 2017 | 1pm EST
Webinar

During this session an Accounting Seed consultant will be available to answer questions on the following:

  • Creating and Cloning Journal Entries
  • Importing Journal Entries with Data Import Wizard
  • Accounting Seed and Salesforce Reporting
  • Creating Custom Financial Reports

Opening Balance Data Migration

Thursday, July 27, 2017 | 11am EST
Webinar

During this session an Accounting Seed consultant will be available to answer questions on the following:

  • Opening Trial Balance with or without Inventory
  • Unpaid Accounts Receivable
  • Unpaid Accounts Payable
  • Uncleared/In Transit Deposits
  • Uncleared/In Transit Disbursements
  • Beginning Inventory Quantity Available

Inventory Management

Thursday, July 27, 2017 | 1pm EST
Webinar

During this session an Accounting Seed consultant will be available to answer questions on the following:

  • Accounting Settings for Product Costing
  • Product Set-up
  • Importing Products
  • Warehouses and Locations Set-up
  • Inventory Balances
  • Inventory History Reporting
  • Sales Tax Products

Master Data Set-up

Monday, July 31, 2017 | 11am EST
Webinar

*Prior to attending this Q&A session, please complete the Master Data Setup online training available from
Accounting Seed University
You can also visit our Knowledge Base for additional information and best practices on this functionality.
During this session an Accounting Seed consultant will be available to answer questions on the following:

  • Importing Customers and Vendors
  • Importing Chart of Accounts
  • Configuring Subtype 1 & Subtype 2
  • Review of Accounting Settings
  • Deleting Pre-installed Chart of Accounts
  • Setting up Accounting Variables
  • Setting up Accounting Periods

Cash In

Monday, July 31, 2017 | 1pm EST
Webinar

During this session an Accounting Seed consultant will be available to answer questions on the following:

  • The Cash Receipt Lifecycle
  • Creating Cash Receipts
  • Applying Cash Receipts
  • AR Aging and Customer Statements
  • Customer Credit Memos
  • Customer Refunds
  • Page Layout Changes for Billings, Cash Receipts, and Billing Cash Receipts (Transaction Related List)
  • Setting up Stripe for Payment Processing
  • Charging Credit Cards

Cash Out

Tuesday, August 1, 2017 | 11am EST
Webinar

*Prior to attending this Q&A session, please complete the Cash Out online training available from Accounting Seed University.
You can also visit our Knowledge Base for additional information and best practices on this functionality.

During this session an Accounting Seed consultant will be available to answer questions on the following:

  • The Cash Disbursement Lifecycle
  • Creating Accounts Payable
  • Batch Processing of A/P and Payments
  • Quick Pay a Single A/P (Partial Payments)
  • Printing/Posting Checks (Full Remittance)
  • Reverse Application of Cash Disbursement to A/P
  • Voiding Checks
  • Vendor Credit Memos
  • Expense Recognition (Prepaid Expenses)
  • Recurring Accounts Payable
  • Adjusting Check Print
  • Page Layout Changes (Transaction Related List)

Banking

Tuesday, August 1, 2017 | 1pm EST
Webinar

During this session an Accounting Seed consultant will be available to answer questions on the following:

  • Bank Direct Connect Set-up and Mapping
  • Bank Direct Connect Transaction Processing
  • Bank Transfers and Payments to Credit Card
  • Importing Bank Files (Not Using Bank Direct Connect)
  • Bank Reconciliation

Journal Entries and General Ledger Reporting Functionality

Wednesday, August 2, 2017 | 11am EST
Webinar

During this session an Accounting Seed consultant will be available to answer questions on the following:

  • Creating and Cloning Journal Entries
  • Importing Journal Entries with Data Import Wizard
  • Accounting Seed and Salesforce Reporting
  • Creating Custom Financial Reports

Opening Balance Data Migration

Wednesday, August 2, 2017 | 2pm EST
Webinar

During this session an Accounting Seed consultant will be available to answer questions on the following:

  • Opening Trial Balance with or without Inventory
  • Unpaid Accounts Receivable
  • Unpaid Accounts Payable
  • Uncleared/In Transit Deposits
  • Uncleared/In Transit Disbursements
  • Beginning Inventory Quantity Available

Inventory Management

Thursday, August 3, 2017 | 11am EST
Webinar

During this session an Accounting Seed consultant will be available to answer questions on the following:

  • Accounting Settings for Product Costing
  • Product Set-up
  • Importing Products
  • Warehouses and Locations Set-up
  • Inventory Balances
  • Inventory History Reporting
  • Sales Tax Products

Master Data Set-up

Thursday, August 3, 2017 | 1pm EST
Webinar

*Prior to attending this Q&A session, please complete the Master Data Setup online training available from
Accounting Seed University
You can also visit our Knowledge Base for additional information and best practices on this functionality.
During this session an Accounting Seed consultant will be available to answer questions on the following:

  • Importing Customers and Vendors
  • Importing Chart of Accounts
  • Configuring Subtype 1 & Subtype 2
  • Review of Accounting Settings
  • Deleting Pre-installed Chart of Accounts
  • Setting up Accounting Variables
  • Setting up Accounting Periods

Cash In

Monday, August 7, 2017 | 11am EST
Webinar

During this session an Accounting Seed consultant will be available to answer questions on the following:

  • The Cash Receipt Lifecycle
  • Creating Cash Receipts
  • Applying Cash Receipts
  • AR Aging and Customer Statements
  • Customer Credit Memos
  • Customer Refunds
  • Page Layout Changes for Billings, Cash Receipts, and Billing Cash Receipts (Transaction Related List)
  • Setting up Stripe for Payment Processing
  • Charging Credit Cards

Cash Out

Monday, August 7, 2017 | 1pm EST
Webinar

*Prior to attending this Q&A session, please complete the Cash Out online training available from Accounting Seed University.
You can also visit our Knowledge Base for additional information and best practices on this functionality.

During this session an Accounting Seed consultant will be available to answer questions on the following:

  • The Cash Disbursement Lifecycle
  • Creating Accounts Payable
  • Batch Processing of A/P and Payments
  • Quick Pay a Single A/P (Partial Payments)
  • Printing/Posting Checks (Full Remittance)
  • Reverse Application of Cash Disbursement to A/P
  • Voiding Checks
  • Vendor Credit Memos
  • Expense Recognition (Prepaid Expenses)
  • Recurring Accounts Payable
  • Adjusting Check Print
  • Page Layout Changes (Transaction Related List)