This training guide will provide hyperlinks to the applicable sections of the reference guide.

System Configuration

General

• General Setup
• Set fiscal Periods (Buz)
• System Settings - General
• System Settings - Accounting
• System Settings - Time Cards
• Tax Table
• Printer Types
• Tender Methods
• Set tender methods for default profiles
• Security Manager - Set Admin users

Accounts Receivable

• Configure Billing Manager and Minimums Manager
• Create Minimum Groups

Member Manager

• Import Members (Buz)
• Set up Member Editor
• Set up Member List
• Configure member statement (Buz)
• Set default statement target (Buz)
• Assign Minmum Groups to Members

Accounts Payable

• Configure check template (Buz)

• Settings

Financial

• Import Chart of Accounts (Buz)
• Create GL Account Groups
• Move GL accounst to GL Account Groups
• Set bank accounts and assign check template
• Set 1099 GL Accounts

Point of Sale

• POS Options
• Food and Beverage
• Credit Card Processing
• Tax Info

Module Training

Food and Beverage POS

• Inventory Manager
• Modifiers
• Modifiers (General)
• Courses
• Profile Manager
• Table Setup
• Station Settings
• Sales Management

Retail POS

• Inventory Manager
• Profile Manager
• Credit Book
• Station Settings
• Sales Management

Member Manager

• Member Manager
  • Configuration and Setup
    • General Setup
    • Member Categories
    • Member Editor
    • Member List
  • Member Manager Interface
  • Member Information Tabs
    • General
    • Categories
    • Addresses/Email
    • Attributes
    • Relationships
    • Storage
    • Billing
    • Memo & Allergies
  • Other Information
  • Add Member Photo
  • Manage Member Information
  • Member Administration
• Allergy Manager
• Attribute Manager
  • Attribute Groups
  • Attributes
• Storage Manager
  • Storage Location
  • Storage Unit Types
  • Storage Units
  • Assign Storage Units
  • Charge for Storage Units
• Task Manager

Accounts Receivable

• Billing Manager
  • Configure Billing Manager
  • Billing
• Alter Sales Transaction
• Bulk Payment On Account
• Bulk Post Invoices
• Late Payment Charges
• Minimums Manager
• Email Statements

Accounts Payable

• Supplier Manager
  • Supplier Manager Setup
  • Managing Suppliers
  • Purchase Orders
  • Invoices
  • Cheques
• Bulk Approve Invoices
• Process Payments
• Batch AP Cheques

Financial

• GL Account Manager
  • Manage GL Account Groups
  • Manage GL Accounts
• Budget
• General Journal Entry
• Bank Deposits
• Print Cheques
• Bank Reconcilation
• Fixed Asset Management
• Financial Statements
• Fiscal Periods

Golf Manager

• Golf Category Manager
• Golf Course Manager
• Settings
• Tee Sheet
• Lottery Wizard