Quantum Training

"Get to know your software training"

Day to Day Users*
Reporters & Controllers

9.00am - 12 noon
1.00pm - 4.00pm

Training 2011

Locations	Mar-12	May-12	Jul-12	Oct-12	Nov-12
Kaitaia		TBA			TBA
Auckland		TBA			TBA
Taupo			TBA
Napier	TBA			TBA
Wellington	TBA	TBA	TBA	TBA	TBA
Blenheim	TBA		TBA		TBA
Christchurch	TBA		TBA		TBA
Queenstown					TBA

*Day to Day Users as opposed to Reporters & Controllers

Who is a a day to day user?

Someone who processes the paperwork, rather than the person who checks, reconciles and reports. Of course, if you do it all that is when you really need good internal checks and balances.

If your location is not shown here, or is too far away from the suggested centres, please contact us. We may be in your area soon.
All dates shown are proposed only. Please indicate your interest by clicking here.

How does this work?

You indicate your interest (this does not commit you !)

We wait until there is enough interest to confirm that Training will take place

For those of you who indicate over two months prior to the training date, we will follow up with an email to re- confirm your interest

We send an invoice approximately one month prior to the date of the training, with details of the Venue included

You have five working days in which to cancel

Payment is required three working days prior to the Training Date

Day to Day Users Training

How much?

What is covered?

9am - 12 noon

$295.00 + gst

Global

Navigational Hints & Keyboard shortcuts – how to get around the software
Alarms, Notes, Custom Fields
Tagging – what is it and how does it make your life so much easier ?
Exporting your data for reconciliation purposes – how easy is it ?? – (REALLY easy!)
Company settings – default flags, paths, passwords etc
Backup and Restore
Drag & Drop documents into Quantum – to link or not to link... (V7.1)
Reinstate deleted items – what does that cover? (V7.1)
Access / Edit transactions from Drill Down (V7.1)

Accounts Receivable / Accounts Payable / Cashbook

Entering transactions the most efficient and accurate way
Cleaning up the “left over” transactions
How did they get there ?
What is their affect ?
How to clean them up efficiently and accurately
Repeat transaction – where do you find it ?
Make a Payment Run – from invoice through to payment at the Bank (MTS Batching )..
The Browse form – what are the many useful items available to you ?
Instant aging reports for AR/AP at the press of one button
Recurring transactions - how these differ to Repeat transactions – when to use them
Buyer Created invoices – when are these applicable ?
Importing Bank Statements
Payroll Importing (Ace / IMS and generic options)
Purchase Ordering – the various stages
AP / AR Journals when they should be used .. and when they shouldn’t!
What is new in the latest Version ?

Reporters & Controllers

How much?

What is covered?

1.00pm - 4.00pm

$295.00 + gst

Global (briefly and/or on request)

Backup and Restore
Drag & Drop documents into Quantum – to link or not to link… (V7.1)
Reinstate deleted items – what does that cover? (V7.1)
Access / Edit transactions from Drill Down (V7.1)

Controls & Reconciliatons

IRD Payments (GST / PAYE)
AR / AP / CB Reconciliations – what and where to check
Flags & Thresholds

General Ledger

Existing reports – what best to use
Restructuring – when to do it and what not to do
Cost Centres – what to consider
Inactive accounts
GL Reporting syntax – the power and application thereof

Projects

When Projects are most useful
How to get the best out of Projects
Should / can you use in conjunction with Cost Centres?
Do Projects recognise your Year End?

Emailer

Quantum’s internal emailing functionality
How to utilise and manage
Use the Emailer and save on postage when communicating with your suppliers and clients

Document Designer

What do the different parts of the form mean, what do they do and where do they get their information from ?
How to add a logo onto your documents, starting with the invoice
How to add relevant detail, such as your bank accounts to your invoices and/or statements
How to add to your branding on your paperwork – bring in the colours of your company – make them stand out when on your client’s desks – easy to find!
Need to make the Footer bigger ? what affect will that have on your form ? Will it still print on one page ? What to change if it won’t

Events, Enquiries & Queries

When do you use an Enquiry … or a Query ?
Enquiries can give you alternative "Browse" screens, making fields available that you would ordinarily not see.
Queries enable you to analyse your Quantum data in a way that is not currently catered to with the standard reports.
How the Events table can be used for internal audit purposes