Software Training

DMC Accounting + Technology offers a variety of training courses to bring your Accounting staff up to speed. We provide on-site or in-house training for your new and existing staff members on all accounting software we support.

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Accounting training

• Transaction Editing

  Although standard accounting tasks remain the same in most companies, the processing method often changes depending on the accounting software being used. For example, a common task such as “closing” the year is sometimes required (with Deltek Vision, MYOB, or Axium Ajera) to bring balances into the new year. However, QuickBooks does not require that you close-out the year.

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• Period- v. Date-Based

  Some systems are “period-based” and others are “date-based” when posting/ recording transactions. We work with you to comprehend the underlying accounting.

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• Posting

  Some packages require “posting” of all transactions, and some only require that the transaction be “saved”. Some won’t let you edit or modify a transaction after it is “posted” or “saved” and some will. Therefore, accounting tasks that are similar in nature will require some additional training in order to get the most out of the software system.

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• Accounting Operations

  We assist firms with new company set up and daily activities. We work with you to create reports and budgets, and provide reconciliation, data import/ export services, and back up support.

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• Bottom Line Financial Management

  Designed for Principals, Controllers and Senior Project Managers. DMC training includes an overview of a typical firm profit model with Net Effective Multiplier, Overhead Rate, Labor Cost and Office Earnings Report.

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• Period End Procedures

  Review financial statements, company data auditor, cash flow, reconciliation, multi-currency considerations, inventory, time billing, period end reporting, job costing and category considerations, budget analysis, and fiscal year-end considerations.

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Bookkeeping training

1. Daily Processing
2. Payroll
3. Billing or Invoicing
4. Reconciliations

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Info. Technology training

• Maintenance Plan Setup

  • Back-up/Restore processes
  • Database integrity checks
  • Clean up tasks

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• Database Engine Installation

  • Microsoft SQL
  • Actuate Reporting Services
  • Microsoft SQL Reporting Services
  • MSDE (Microsoft Database Engine)
  • Microsoft Access
  • ODBC Calls

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• SQL Scripting and Queries

  Frequently used for the following reasons: to clean-up databases that may have errors, custom accounting tasks, such as workflows, that would produce an E-mail if a project record was set up by a user, and updating records in mass and migration, for example.

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• Import/Exporting Data

  • A common use for importing during a software implementation is to bring in existing chart of accounts, customer lists, or vendors from existing software.
  • Bringing in a vendor bill, such as a large Federal Express bill, to avoid large amounts of data entry.
  • Exporting is frequently used for uploading payroll information to outside payroll services.
  • Exporting can also be used to produce special reports in Crystal reporting, for example, that otherwise cannot be produce with standard accounting reports.

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• Install and update patches

  All accounting software packages and systems must be continuously updated and patched. Patches are applied in order to fix security flaws, and updates are applied in order to add new features to the software. See also: IT Services - Managed Support.

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• Remote access set up

  Most accounting software packages have the option to add remote access so that employees can enter timesheets, expenses, opportunities, etc. from the field. Properly setting up remote access with security configurations in mind will ensure that your company data remains safe.

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Software-Specific training

• Use Vision Utilities Efficiently

  Use Vision Utilities Efficiently and with confidence. Proper use of Utilities will enable users to handle advanced procedures such as data import to more common procedures such as changing a project number.
  
  

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• Set Up a Meaningful Project Management Reporting System

  Set Up a Meaningful Project Management Reporting System. Enhance management's ability to successfully monitor project progress through the use of reports such as Project Progress, Office Earnings and Income Statement.
  
  

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• Use time and Expense Modules to Capture Reimbursable Costs

  Use Time and Expense Modules to Capture Reimbursable Costs. Learn how to efficiently invoice customers without dropping time and expense costs.
  
  

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• Configure Deltek Vision

  Configure Vision in order to maximize output of daily procedures, security, reporting and other functions.
  
  

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• MYOB / QuickBooks: Setting it up Properly

  Intro to MYOB or QuickBooks; Review of Balance sheet, Profit and Loss, and Statement of Cash flow. Defining Management requirements, creating a company data file, organization of accounts list, security requirements, entering opening inventories, customizing forms, credit card processing, direct deposits and electronic payments.

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• Master Builder Report Writing

  Learn queries, custom reports, calculated fields, design basics, and page options and graphic.

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• ODBC Calls in MS Access

  Use Microsoft Access to mail merge your clients from Deltek Advantage and Vision into Microsoft Word.

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