mohitv@zumasys.com – Page 10

General Ledger Training

Initial training and overview of General Ledger.

Instructions on how to do inter-store transfers for multi-store systems.

Overview of the differences seen when receiving matrix items.

How to order an item that will be split into multiple items.

How to use the Pre-Order worksheet to plan ahead for rush ordering.

Quick guide on create a new AR customer account.

Guide on how to create AR agents.

Overview Background Processing allows you to run recurring reports as background processes to be run immediately or at scheduled times.

Instructions on how to move invoices and accounts to history, clean up the cross references and view historical data.

Instructions on how to use the specialized report for formatting invoice data to Excel.