MODULE 1

Introduction

•     Learning about Account Right
•     Where to start
•     Exploring Account Right

MODULE 2

Creating A Company File

•     Overview
•     Create a company file
•     Activate The Company file
•     Set up accounts
•     Enter account opening balances
•     Set up preferences
•     Set up software management
•     Set a password for the Administrator user account

MODULE 3

Setting Up

•     Overview
•     Set up sales
•     Set up purchases
•     Set up payroll
•     Set up electronic payments
•     Do an initial bank reconciliation
•     Create item records
•     Enter your inventory opening balances

MODULE 4

Banking

•     Receiving money
•     Preparing a bank deposit
•     Spending money
•     Electronic payments
•     Entering transaction in the bank register window
•     Transferring money between accounts
•     Tracking petty cash expenses
•     Reconciling your bank accounts
•     Importing statements
•     Recording miscellaneous transactions
•     Credit card transaction

MODULE 5

Sales

•     Creating a customer card
•     Entering sales
•     Recording sales with insufficient on-hand item quantities
•     Changing a sale type
•     Receiving your sales
•     Receiving payment
•     Printing payments receipts
•     Credit control
•     Customer credits
•     Dealing with a supplier who is also a customer
•     Accounting for bad debits

MODULE 6

Purchases

•     Creating a supplier card
•     Entering purchases
•     Receiving items without a supplier bill
•     Creating a purchases order from a sale
•     Changing a purchase type
•     Reviewing your purchases information
•     Paying bills
•     Recording and settling supplier debits
•     Adding finance charges paid to suppliers

MODULE 7

Paying Your Employees

•      Creating payroll categories
•     Creating employee payroll information
•     Timesheets
•     Processing your payroll
•     Payroll liabilities
•     Superannuation reporting
•     Payroll tax reporting
•     Processing termination payments
•     Reviewing payroll information

MODULE 8

Billing For Time

•     Overview
•     Setting time billing preferences
•     Setting billing rates
•     Creating activities
•     Creating activity slips
•     Changing and reviewing activity slip
•     Creating time billing invoice
•     Work in progress

MODULE 9

Inventory

•     Creating items
•     Making inventory adjustments
•     Building items
•     Recording stock takes
•     Reviewing your inventory information
•     Setting item prices
•     Customizing inventory

MODULE 10

Lists

•     Adding a record
•     Setting up tax codes
•     Finding a record
•     Changing a record
•     Inactivating or reactivating a record
•     Deleting a record
•     Combining records

MODULE 11

Transactions

•     Finding a transaction
•     Changing or deleting a transaction
•     Reversing a transaction
•     Recurring transaction

MODULE 12

Reports

•     Producing reports
•     Customizing reports

MODULE 13

Forms

•     Finding forms
•     Sending forms
•     Customizing forms
•     Adding forms
•     Adding and editing form elements
•     Saving customized forms
•     Exporting and importing customized form

MODULE 14

Contact Management

•     Creating a card
•     Keeping in touch with your contacts
•     Grouping your contacts
•     Synchronizing cards with Microsoft outlook
•     Customizing cards
•     Reviewing your contact information

MODULE 15

Financial Control

•     Tracing financial information
•     Reimbursable expenses
•     Budgets
•     Reviewing financial information
•     Auditing your records

MODULE 15

End-Of-Period Procedure

•     Month-end procedures
•     Closing a financial year
•     Closing a payroll year

MODULE 16

Managing User Accounts And Company Files

•     Managing user accounts
•     Backing up and restoring company files
•     Confirming activated company files
•     Managing software updates

MODULE 17

Importing And Exporting Data

•     Exporting data
•     Importing data