|
Topic |
Cost |
Course Description |
Register |
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Accounting Master Bar Code Scanning |
$20 |
Learn how to
use MACC’s AM bar coding solution to help maintain your
inventory items. Both accounts receivable and materials
management inventory items can be tied to UPC bar codes
for movements of purchase, issue and resale. We’ve also
recently enhanced the scanning feature to include the
ability to scan serial numbers in our 5.3 release. |
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|
Address Management |
$30 |
From duplicate
zip codes to invalid E911 addresses and everything in
between. This session will review all of the address
maintenance tables, tips on cleaning up and maintaining
good addresses and use of auto-assignment
functionality. If you’re thinking of cleaning up Plant,
Address Management should come first. |
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|
Adjust Tier Balances |
Free |
In this free
session, we will review the Adjust Tier Balance and
Auto-Adjust Tier balance tools. What do these features
do, and why is important to run these critical steps?
How will use of these tools impact your delinquents?
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Top |
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Advanced Plant |
$40 |
During this
session you will learn optional and advanced plant
functionality, including how to create plant views, use
the plant organization editor, set up attributes, and
utilize the cut-sheet. |
|
|
Accounting Master
Auto-Accrual of Benefits |
$60 |
Simplify your
payroll process by using Accounting Master’s benefit
auto accrue feature. During this session you will learn
the advantages of creating benefit auto accrue plans.
Whether your benefit plan is based on an annual basis or
an employee anniversary date, we’ll discuss the options
you have to develop a plan to fit your Company’s needs. |
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|
Accounting Master Bank
Reconciliation |
Free |
Reconcile your
cash account every month using the Bank Reconciliation
module in Accounting Master. All transactions recorded
to your cash account will automatically be moved to the
bank reconciliation feature. During this web session, we
will review how to move your outstanding transactions to
a cleared status. We'll also discuss how to add add
bank transactions to your general ledger. |
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Top |
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Accounting Master
Budgeting |
$20 |
During this
session we will take an in depth look at various
functionalities and reporting features of the budget
module. Enhancements to this module have made for more
extensive tracking, which includes the addition of
departments and budget categories. During this time we
will also be reviewing the various reports that may be
run on your budget figures. |
|
|
Accounting Master CPRs |
$20 |
Review the
entry and maintenance of your Continuing Property
Records during this one hour web-session. During this
time we will also go over how to retire a property
record and the many report options you have available to
you in the CPR module. |
|
|
Accounting Master
Overview and AP |
$40 |
This session
will provide you with basic navigation instructions in
Accounting Master. We will review many of the icons you
see throughout the software as well as general default
settings for your company. During this session you will
also learn the fundamental processes of the Accounts
Payable module including managing your vendors,
invoicing and check writing. |
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Top |
|
Accounting Master Stock |
$40 |
Accounting
Master’s Stock program allows for detailed record
keeping of purchased, transferred and sold stock
certificates. During this web session we will review the
maintenance of your stockholder’s as well as how to run
stock dividend processes. We will also review the
reports available for you to review your stockholder
information. |
|
|
Accounting Master
Updating Financial Report Formats |
Free |
The management
of your financials rest in your hands. Whether it’s
adding a general ledger account or revamping an already
existing financial statement, join us for this session
to learn how to make your financials work for you. |
|
|
Auto-Reconnect Setup |
Free |
This session
offers participants an easy and efficient way to handle
reconnections of accounts that have been disconnected
for non-pay. A one-time setup allows users to run this
tool and reconnect accounts without having to perform
manual service orders. |
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Top |
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Bill Messaging |
$30 |
Learn how to
create company-defined bill messages to send to all of
your customers or those that meet specific criteria.
Bill messages are a simple and easy way to promote your
company, products and services or send any customized
message you want your customers to hear about! |
|
|
Bill Presentation Options |
Free |
This session is
a quick review of Customer Master billing options -
which allow you to arrange your bills based on your
company preferences. |
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|
Billing Reports |
$80 |
This session
will focus on your company’s own monthly billing
reports. Because there are so many different reports
and so many different versions of each, we’ll take an
in-depth look at the reports you currently use, as well
as those with which you might not be familiar. The
goal is to streamline your monthly post-billing efforts
by using these reports to their fullest potential. |
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|
Top |
|
Building Plant |
$40 |
Learn the
basics of effectively building your outside plant in
Customer Master. Topics covered include building plant
codes and details; understanding network/service
addresses; assigning plant to customer records; and
generating plant reports. A great course for anyone
looking to get a basic understanding of managing and
maintaining plant in Customer master. |
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|
Bundles |
$40 |
The Bundles
session will cover all aspects of Bundle usage, from
creating and maintaining bundles to using them on
accounts. Options for reporting on Bundles will also be
included. |
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|
Capital Credits
Allocations |
$40 |
During this
session, you will learn how to review and verify capital
credits and billing reports to prepare for allocation.
We will also discuss the allocation process. |
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|
Top |
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Capital Credits
Disbursements, Tools & Reports |
$80 |
Learn how to
manage the capital credit disbursement process in
Customer Master by reviewing the Individual and Yearly
disbursement processes. Discuss the advantages in
utilizing the Special Disbursement Option. In addition,
we will review the various capital credit tools and
reports to help with the efficiency of managing capital
credit members. |
|
|
Capital Credits Monthly
Balancing |
$80 |
Discuss the
monthly balancing process check list for Capital
Credits, review reports used for balancing and tools
available for corrections. |
|
|
Capital Credits Setup,
Maintenance, & Service Order |
$40 |
Review the
basic structure of Capital Credits, maintaining member
information and how to make member number changes
through the service order process with unique
situations. |
|
|
Top |
|
Customer Master Tools and
Options |
Free |
This session
will review the options available under the
tools-options menu. We will discuss how you may
customize Customer Master to suit your company's needs. |
|
|
Delinquency Setup |
$80 |
Delinquency
Setup – Review the Delinquent Set up Wizard and the
different set up options. We’ll discuss various
obstacles that can affect the results of the delinquent
notices. |
|
|
Delinquent Notice & Other
Processes |
$80 |
We will
discuss various obstacles that can affect the results of
the delinquent notices, review the delinquent notice
creation process and delinquent reports. |
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Top |
|
Disconnect Wizard |
Free |
During this
session you will learn how to utilize Customer Master's
automated disconnect wizard. Based on your delinquent
listing, service orders are created an applied on
past-due accounts. |
|
|
E911 |
$20 |
Learn about
MACC's E911 module. We'll discuss the E911 options and
setup, address maintenance, importance of the MSAG, and
how to update E911 information via the service order
module. |
|
|
Equal Access Reporting
& PIC Rejections |
$20 |
During this
session, we will demonstrate how to run your equal
access CARE reports in Customer Master. These reports
can be sent to the IXCs so they are aware of changes to
your common customer accounts. In addition, we will
review our PIC rejections tracking system. This feature
allows you to track LOA rejections, inquire on the
information, and report rejections out of Customer
Master. |
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Top |
|
E-Rate |
$20 |
Managing E-Rate
accounts can be complicated and time-consuming, but
Customer Master has functionality that can cut down on
both. This session will cover everything from setup, to
the use of OCCs for monthly tracking, and also includes
a review of E-Rate reports. |
|
|
General Ledger |
$80 |
This session
offers valuable tips in efficiency, from the management
of your chart of accounts to the closing of your period.
During this time we will also cover the step by step
process of labor distribution and benefit clearing,
which includes instructions on how to setup and manage
of your clearing accounts. |
|
|
Paperless Service Orders |
$40 |
A high-level
training session on using the staging functionality in
Customer Master to better manage your Service Order
process and improve office efficiency. Learn how to
build stages, assign Service Orders to employees through
the Inbox and set up Questions and Answers tied to
Service Order classes. Also, learn how to use the
Scheduler in Customer Master to assign Service Orders to
dates and times. A great training session for any
company looking to streamline their business processes.
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|
Top |
|
Payroll |
$80 |
Maximize
Accounting Master’s capabilities by reviewing the
framework of your payroll module. This training will
highlight efficient ways to manage your deductions, pay
types and employee information. Additional payroll
functions such as the auto accrual of your benefit hours
and employee direct deposit options will also be
discussed. |
|
|
Plant & Network Address |
$40 |
Learn all the
essentials of how the Network address works in Customer
Master and how to manage plant groupings more
effectively. Topics covered include setting up network
addresses, utilizing plant key, assigning and deleting
plant, copying addresses, cascading plant and moving
plant groupings. |
|
|
Purchasing & Inventory |
$80 |
Learn how to
effectively track your inventory records, whether it be
for resale, capitalization, or internal use of the
items. In this session, we will review the extensive
setup options that allow you to be extremely broad or
very specific when it comes to tracking your records.
During this process we will also explore the Purchasing
module and how both inventory and non-inventory items
are received into the Accounting Master system. |
|
|
Top |
|
Release Training |
Free |
This free web
training session will provide a brief overview of the
primary enhancements included in Customer Master version
6.3. Most notably, we will instruct you on use of the
new Document Management system which allows you to
attach documents to your Customer Master accounts. |
|
|
Returned Payment Options |
Free |
Having trouble
tracking returned payments? This session offers a
quick and easy solution. With just a few setup
requirements, managing returned payments will no longer
be a manual process. |
|
|
Taxes and Surcharges |
$60 |
Managing your
taxes and surcharges can be one of the most difficult
and time-consuming tasks within Customer Master. This
session will review the entire Tax Code – Tax Area – USP
Code taxation relationship, as well as your use of
surcharges as taxes, USP codes or as true surcharges.
By understanding taxes in Customer Master, you may find
you need to perform a complete tax analysis and do some
clean-up and/or restructuring and MACC Customer Service
is available to help. |
|
|
Top |
|
Trouble Tickets |
$20 |
Learn the
basics of setting up and managing your trouble tickets
from start to finish. Topics covered include reviewing
trouble maintenance tables, creating and assigning
trouble tickets, clearing tickets and trouble reports. A
great training session for anyone that wants a high
level overview of the Trouble Ticket module. |
|
|
What's New in Accounting Master 5.3 |
Free |
During this
session, we will discuss the minor enhancements related
to the new Accounting Master 5.3 release. Please join
us for this general overview of the new features. |
|
|
Work Order with Auto Work Order Close |
$60 |
What is the
quickest way to review your telephone plant under
construction account? The answer lies within the Work
Order module. Effective tracking of labor, inventory,
invoices, and more to the proper Work Order will allow
you to run an analysis of just such data. In this
session, we will review how to enter a work order and
tie it to the many transactions you run through
Accounting Master. We will also discuss the new auto
work order close feature - making this module even more
valuable and efficient. |
|
|
Top |
|
Write Off |
$80 |
All aspects of
Write Off will be discussed in this session.
Demonstrations of options such as category priorities
and spread payments, as well as reporting options, will
help users take advantage of the Write Off functionality
available in Customer Master. |
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