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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.
NB: Feb & Mar will cover Year End Training |
Locations |
Feb 11 |
Mar 11 |
Jun 11 |
Jul 11 |
Oct 11 |
Nov 11 |
Kaitaia |
TBA |
TBA |
TBA |
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Auckland |
TBA |
TBA |
TBA |
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Tauranga |
TBA |
TBA |
TBA |
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Napier |
TBA |
TBA |
TBA |
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Taupo |
TBA |
TBA |
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Wellington |
TBA |
TBA |
TBA |
TBA |
TBA |
TBA |
Blenheim |
TBA |
TBA |
TBA |
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Christchurch |
TBA |
TBA |
TBA |
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Queenstown |
TBA |
TBA |
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
- Completing the Registration of Interest Form will not commit you to the training.
- Training will only take place provided minimum attendees are achieved and EasiTech (NZ) Limited reserves the right to cancel any Training session where this criteria is not met.
- Confirmation of any Training session will be on receipt of invoice, which will include details of the Venue.
- Cancellation of your interest will be possible up to 5 working days following date of the invoice.
- Payment is required 3 working days prior to the Training date.
Quantum Software
Day to Day Users Training 9.00am - 12 noon
How much? $295.00 + gst
What is covered?
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?
Quantum Software
Reporters & Controllers 1.00pm - 4.00pm
How much? $295.00 + gst
What is covered?
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
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