Past Educational Webinarscssworks2021-09-23T12:44:57+00:00
Cyclical Billing Overview Thursday, September 16th, 2021
Cyclical Billing is a method that allows you to track what costs have or have not been billed each month. Once the worksheet of costs has been prepared, the detail can be used to populate and generate a freeform invoice or update AIA billing with percent complete.
Advanced Reporting and Templates Thursday, August 29, 2021
We will review how to use the built in selection criteria to create a Q-Tools report, how to create a report using the Excel Templates, design CE forms with Word Templates and then review how to establish a connection with the ODBC drivers to link the CE tables via Excel to access data and create reports.
Is Job Costing Working for you? Thursday, June 17, 2021
Ensure your job cost pieces are in place! This webinar reviews the critical components for job setup including importing contract amounts & budgets. We will also review job reporting, forecasting, the change order process and recommended job balancing and job close out procedures.
Accounts Payable Tips and Tricks Thu, May 20th, 2021
Learn various tips and tricks for vendor setup, processing and routing invoices, payment options, ACH (Direct Deposit) and utilizing checking accounts for tracking credits cards and electronic payments.
Review of entering and applying payments for cash received, customer adjustments, bad debts, refunds and reports.
Working with Committed Costs Thu, Mar 18, 2021
Committed costs are designed to capture and track expected future costs. We will review entering committed costs, process to relieve these costs and reporting options.
New Year Check List Thu, Feb 18, 2021
Start the New Year off in the right direction and ensure that your system is setup so that it will work for you! We’ll review a checklist of items and processes that should be completed on a monthly basis.
Year End – Yes, it’s here already! Fri, Dec 18, 2020
Year end can be one of the most stressful times of the year if you find yourself unprepared. This webinar will review year end processing for Bonuses, W-2s, 1099s, and ACA reporting.
System Balancing and Monthly Procedures Thu, Nov 19, 2020
AIA Billing – Put the ease into the AIA Billing Process
Thu, Oct 8, 2020
Working with Quotes Thu, Sep 17, 2020
Advanced Reporting – Create Your Own Reports Thu, Aug 20, 2020
What’s New In Deltek + ComputerEase Thu, Jul 23, 2020