Description
Reckon One Certificate Training Course includes
Daily Transactions
Data entry for transactions and tasks which office admin and junior bookkeepers perform on a daily basis to manage the operational and financial aspects of the business in Reckon One Cloud Accounting Software.
The purchases, sales, payment receipting and payments made are included but inventory management and reporting is also included for those students working in companies which not only provide services but combine them with products.
Edit your Chart of Accounts to Suit the Business
Every business is different and these days accountants, bookkeeper and business owners prefer to use plain English descriptions of each of the categories in their chart of accounts. You’ll learn how to modify the chart of accounts as well as business information including your credit trading terms, you’ll be able to change these terms in the course too.
Create Stock (inventory) Items
You’ll create inventory items to buy and sell both products and services. This scenario is typical for businesses like tradies who buy and sell products as well as their time (services) and many other businesses ranging from IT services providers, digital agencies, professional services like lawyers and many others. Once you’ve created these items you’ll also learn how to make changes to them.
Reckon One as a Customer Database (CRM)
You’ll learn how to create contacts for suppliers and customers and use your software to capture important information which can be useful when a business is sold (ie. client list) as well as for when you want to perform digital marketing to keep in touch with customers.
Sales Invoices and Accounts Receivable
Once the sales invoice is generated you’ll learn how to apply full payments, part payments, one payment for many invoices and issue credit notes as well as produce reports on debtors to help you better manage the credit you give to the businesses customers.
Credit Reporting and Credit Management
You’ll learn how to use Reckon One to see who owes you money, detailed reports by customers and how to modify & filter these reports.
Purchases and Accounts Payable
You’ll learn to use Reckon One to create purchase orders, supplier bills as well as make payments and apply those payments to purchases.
Reckon One Beginners Certificate
After successfully completing all assessment tasks and tests as part of this beginners course you’ll receive a Reckon One Certificate from National Bookkeeping.
If you decide you progress with your studies you can take advantage of our Industry Connect and Membership Directory to get discovered for accounting Jobs, Accounting Tutor jobs and bookkeeping work.
