Applied Client Network - West Central FL Chapter
Presents Our Annual Accounting Educational Day
Calling all Accounting folks!
Whether you use TAM or EPIC –
this meeting is just for you!
For TAM Users:
We will start the day with Direct Bill Commission: Import and Download
Spending too much time entering Direct Bill Commissions into TAM? Automate the process using Direct Bill Commission Download OR Import OR Both!! and save a tremendous amount of time over manual data entry.
Spend time with us and you will learn:
•The difference between the two processes, the "gotchas" for both processes, and the ways to avoid them.
•How to process a Commission Download, and process a Commission Import
By the end of this session, you will return to your agency with a commitment to save time (and money) by greatly reducing the processing time of Direct Bill Commissions.
We will then move on to Cleaning Up and Balancing Company Payables
Have you ever wondered if your Company Payables are in balance? This session will explain what it means to be “in balance” and how to clean up “out of balance” situations
By the end of this session, you will know why it is so important to be in balance and where company payable entries come from; recognize how company payables get out of balance; learn the 3 steps to validate company payables and resolve typical “out of balance” situations
Our day will end with Validating Your Financial Statements
All agencies rely on financial statements to determine the strength of the agency. In order to do this – you must know if your data is correct. This session will review the various methods for validating your financial statements and how the entries are made
For EPIC users:
Accounting in Epic from the Beginning Part 1 & 2
Spend the day with us and learn all about EPIC Accounting – From A-Z!
This session will introduce you to basic Epic Accounting from agency-specific configuration to learning the basic accounting functions. This will be a two part, full day session to ensure adequate time to cover all the various aspects of Accounting in Epic.
After the meeting, you will have a better understanding on:
• How to configure Epic for efficiency in Accounting workflows.
• The different options available for daily accounting tasks.
• Learn how to apply options to produce reports with desired output.
Cancellation policy: NO Refunds given after Friday, February 13, 2015