Bank Reconciliation for Microsoft Dynamics GP

Please join us for a Bank Reconciliation training class specifically designed for users of Microsoft Dynamics GP.  Bank Rec is a great application for automating an otherwise tedious monthly process.  If you own it but have not started to use it, or if you

don’t own it yet and want to see what it’s all about, this class is for you.

We’ll walk you through the setup for entering bank charges and other transactions directly into Bank Rec, grouping checks into deposits, posting deposits and transactions, clearing, voiding, and maintaining history. There’s no need to perform any of these tasks manually, because with Bank Rec, it’s all automated. 

Here are the course highlights: 

• Setup with Microsoft Dynamics GP
• Entering bank charges and other transactions directly into Bank Rec
• Overview of integration with other modules
• Grouping checks into deposits
• Posting, clearing, and voiding 
• Reconciling a checkbook
• Inquiries, zooming in to documents and details, reports

Where:  Online or on-site, see event calendar for this year's location
When:    Offered periodically, see event calendar for this year’s dates and times   
Time:    8:30am to 12:30pm (including a continental breakfast)
Cost:    $300 per person ($250 for additional participants from the same company)
CPE Credit:  Available upon request

Please contact me by phone or e-mail to register.  If your monthly reconciliation is a process you’d like to automate, this is the class for you.

We look forward to hosting you.