Webinars for Enrich 615 PDF Print E-mail

Webinars for the General Release, PTF 615

We are pleased to offer 30-minute webinars for the following topics. If you are interested in taking any of these webinars, please email This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

 

Business Owner Access - Administrator Review: Managing Users, Menus, and Report Updates

  • Managing user IDs and user groups
  • Installing new and updating reports
  • Adding/changing reports on menus
  • Report requests
  • Q & A

Business Owner Access – End-User Review:  Running Reports

  • Available reports, what they are and how they might be used
  • How to filter/select data
  • Downloading reports to Excel/PDF
  • Changing user passwords
  • Q & A

Accounts Payable: Payment Processing and Short Cuts

  • Using the payment upload to process payments to national vendors (Fleetcharge, etc)
  • Mass update of 1099 tax code and bank codes on vendors/vouchers
  • Ability to have a zero payment – why this may be helpful and when you want to use it
  • Using a vendor assignee for the ‘pay to’ vendor
  • Setting default inquiry values for the bank code, payment type, and transaction type 

Permits: New Amortization, Renewal, and Billback Options

  • New options for amortizing permits
  • New options for calculating permit billback amounts
  • Transferring permits
  • New options for renewing permits for rental units
  • New safeguards for preventing pre-paid balancing problems

General Ledger: Managing Month-End Processing

  • New options for sub-system closing – ability to keep sub-system GL open for month-end amortizations, depreciation, overheads, and accruals
  • Managing interface transactions/errors
  • New Accrued Liability Reconciliation Report – it’s not just for accrued liabilities!
  • Audit history for AP, GL, and AR
  • Changing an invoice date on a posted transaction
  • Changing a period on a posted transaction 

Enhanced Debt Note Reconciliation

  • New look, more flexibility
  • Ability to pay by note
  • Enhanced reconciliation reports
  • Ability to pay multiple payments at one time
  • Ability to de-select by note

Parts and Equipment Changes

  • Flag parts as no warranty
  • Display contract on Display/Edit Equipment
  • Add item subset option for locations

Work Order Changes

  • Option for showing warranty instructions
  • SRTs on miscellaneous unit work orders
  • Unit/customer/schedule A comments
  • ETK Drilldown from Employee Time/Shift Details