FOUNDATION® DataGenies® are powerful tools for creating custom reports and forms, including Job Cost reports, GL Financial reports, AR invoices, PO/Subcontracts, timecards, and more. In this training webinar, we’ll explore the most common features for creating new reports/forms and modifying existing ones.

Join us for a detailed walkthrough of how WorkMax connects with FOUNDATION® Accounting Software. This training session will show you how to complete the setup step-by-step and demonstrate how the integration functions once configured.

This training webinar will focus on properly entering AIA’s, setting up jobs for success, and performing rollbacks. We’ll cover best practices to ensure accuracy and efficiency throughout the process.

In this training webinar, we’ll provide an overview of the Purchase Order/Subcontract Module, showing how to track committed costs through pending and approved agreements for goods and subcontractors. We’ll also cover daily Accounts Payable activities and best practices.

Struggling with reconciling bank accounts and credit cards in FOUNDATION®? In this training webinar, we’ll walk you through the reconciliation process, show how to enter journal entries when needed, and share practical tips and tricks to simplify your workflow.

Entering invoices and receiving payments in FOUNDATION® is an easy task and allows the data to flow into related modules and sets up the ability to track revenue. In this training webinar, we’ll show you how to use AR Daily from entering regular invoices to receiving payments, as well as how to handle voids and reversals.