$299 each or only $499 for both

Clearing Your
Month-End Checklist

May 11, 2021   //   ONLINE VIRTUAL EVENT

10am-12pm and 2-4pm EST

Presented by Dan Arnold
Registration is closed.


It’s likely you’ve wondered what you should be doing during month-end time in FOUNDATION. In this Academy, we’ll cover the best practices for wrapping up your month-end period to ensure your accounting and job costing systems are prepped for success as the calendar turns.

Items we’ll cover include tying out your AP and AR aging reports with their respective GL accounts on the Trial Balance, when and how to lock down time periods throughout the system, matching the integrity of your G/L and Job Cost modules with the use of Foundation’s G/L J/C Tie Out report, Bank Reconciliation, WIP reports, allocation of burden or overhead, and a few other balancing acts you may need to perform with other FOUNDATION modules.

CPE Credits:

Registration Closes: Saturday, 5/1/21


Attendees will learn about:

  • Tying out A/R and A/P with the trial balance
  • Moving from month-to-month or period-to-period with Control Dates
  • Monitoring the balance Between G/L and Job Costing
  • Reconciling bank statements in FOUNDATION
  • WIP adjustments and accrual entries
  • Allocating overhead
  • Other items to check depending on your modules or features

Supercharge Your
P/R Setup

May 12, 2021   //   ONLINE VIRTUAL EVENT

10am-12pm and 2-4pm EST

Presented by Scott Odachowski
Registration is closed.


Did you know that you can set up the FOUNDATION Payroll module so that your general ledger and job costing reports will all automatically tie out?

In this Academy, you’ll learn how to ensure that your departments are defaulting correctly so that your direct, indirect, and overhead expenses tie out between your general ledger and job costing reports. We’ll also discuss setting up your miscellaneous deductions and workers’ compensation. After, we’ll touch on extra burden setup so that you’re costing as much to the jobs as possible.

Using these one-time setup methods, you can be sure that as much information as possible is defaulting into your timecards — ultimately maximizing efficiency and accuracy.

CPE Credits: 2

Registration Closes: Saturday, 5/1/21


Attendees will learn how to:

  • Correct setup of departments
  • Default Department info
  • Correctly set up Misc. Deductions to liability accounts
  • Set up Misc. Deductions with employer contributions through departments
  • Create templates with the Timecard Genie
  • Use two pay periods
  • Make use of mobile timecards
  • Create and run recurring timecards
  • Set automatic updates for OT
  • Create timecards for prorated salary employees
  • Efficiently track PTO
  • Determine when to use corrections
  • Use extra burden and other overhead allocation methods

Foundation Software, LLC. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Questions / Cancellations / Complaint Resolution

Contact Elizabeth Ames at (800) 246-0800 x 7189 or

Other Important Details

The delivery method of all classes listed above is "Group Internet Based," and the field of study falls under the classification of "Specialized Knowledge & Application."

Foundation Software Event Cancellation Policy

Refunds, minus a $50 administration fee, may be given for cancellations sent to before February 8, 2021. Cancellations between February 8, 2021, and March 7, 2021, may receive a 50% refund of registration fees paid. No refunds will be given for no-shows or cancellations the day of the event. Substitutions are available at any time for no additional cost.