Foundation Academy: Top Reports in Foundation

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With all the reports available in FOUNDATION, you may find yourself always asking, where to start?  In this academy we’ll cover the most commonly used reports that make your day-to-day more efficient and less stressful.  Whether you run Accounts Payable, Payroll, Accounts Receivable, General Ledger or Job Costing, we’ll detail the reports you should be monitoring and using regularly to help your business run smoothly.  We’ll also spend time going over available options for developing your own custom reports.

KEY TAKEAWAYS:

• Top reports in FOUNDATION that clients find most helpful
• The reports you should be monitoring regularly to ensure tie outs between various parts of the accounting and job costing system
• The most useful reports at month-end and year-end
• The power of the DataGenie™ for building custom reports
• The most useful reports for accountants, CPAs and PMs
• A deep dive into the Over/Under Billing Report
• Sorting, criteria and filtering options you may not have been aware of

USER LEVEL:

Beginner, intermediate, advanced

PREREQUISITES:

A basic knowledge of accounting and/or job costing concepts, and a rough idea of what type of reports members of your company may be utilizing now to help in their day-to-day.  Basic FOUNDATION navigation skills will help.

ADVANCED PREPARATION:

None

CPEs AVAILABLE:

Up to 2.4 credits per session by participating in polling questions

DELIVERY METHOD:

Group internet based

FIELD OF STUDY:

Computer Software & Applications – Non-Technical

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Each Academy is $399 to attend but register for additional sessions for larger discounts.