Thursday 31st July | 2:00pm – 3:00pm AEST l $99
You’re invited to join our Managing Customers, Suppliers & Items Masterclass webinar, hosted by Reckon and presented by Reckon Accredited Trainer Clayton Oates from QA Business.
Managing Customers and Suppliers is a critical function for any business software, however the setup of time saving features in these areas is often overlooked. This special event has been designed to walk you through all of the Customer, Supplier and Item setting available in Reckon One.
During this masterclass you will:
- Find out about the purpose of every field available to be used in Customer, Supplier or Item Masterfile’s
- Learn how to setup contacts and assign them to Customers or Suppliers
- Discover the various Item types and when they are best used
- Find out how to manage projects
- Learn how to export your lists in order to highlight any missing data
- Find out how to setup the system to pay suppliers electronically.
- Discover the most common mistakes that are made when setting up customer, suppliers & items.
- Learn how to setup a business as both a Customer and a Supplier
- Learn about customising reports to better analyse your Customer and Supplier activity
- Learn how to check if Items are setup correctly
- Find out how to review and report on Customers, Suppliers and Items Activity.
- Plus many more list related hints and tips.
Bonus offer – Register for the Masterclass webinar and you will also receive the QA – Bookkeepers End of Month checklist (valued at $49)
