Foresiight Training Sessions

Are you a new user of ProfiitPlus or Alchemii and want to start off on the right foot? Or perhaps you are a long-time user ready to explore some new areas of the system.

Foresiight’s expert consultants are here to help you to get the most out of your business management software!

Standard training packages are now available for each of the following topics…

Accounting & Bookkeeping

This training session is designed to provide an overview of how to use the day-to-day accounting & bookkeeping facilities within the system.  Primarily focusing on the General Ledger module, we will also touch on the flow of information from other parts of the system.

Topics include:

  • General Ledger journals
  • Searching through GL transaction history
  • Making adjustments
  • Closing off periods and end of year roll-over
  • Bank reconciliations
  • Management reports incl. Balance Sheet and P&L
  • BAS
  • Chart of Accounts

Accounts Payable

This training session is designed to provide an overview of how to maintain Creditors and use the Accounts Payable facilities within the system.  Primarily focusing on the Accounts Payable module, we will also touch on the flow of information from other parts of the system.

Topics include:

  • Entering invoice batches
  • Updating supplier account details
  • Regular Creditor payments
  • Non-Creditor payments
  • Manual Creditor payments
  • Transaction matching
  • Balance adjustments
  • Reporting

Accounts Receivable

This training session is designed to provide an overview of how to maintain Debtors and use the Accounts Receivable facilities within the system.  Primarily focusing on the Accounts Receivable module, we will also touch on the flow of information from other parts of the system.

Topics include:

  • Account enquiries
  • Updating customer account details
  • Issuing account statements
  • Transaction matching
  • Balance adjustments
  • Invoice batches
  • Payment/banking batches
  • Reporting
  • Overdue accounts
  • Credit limit and credit hold

Data Import/Export

This training session is designed to help you maintain and update your Stock File in bulk, with the help of the Data Import/Export module.

Topics include:

  • Importing supplier product catalogues
  • Bulk updates to your Main Stock File and/or Supplier Lookup Catalogues
  • Importing promotions / catalogue pricing
  • Reporting on bulk price changes
  • Simple bulk price updates (Cost and Sell)
  • Simple bulk update selected Product properties from a spreadsheet (e.g. Descriptions)
  • Industry-specific price file imports (OPEA, IHG, Mitre 10)
  • Export price file to CSV
  • Export selected masterfile data including Customers, Contacts, Suppliers, Stock Items, etc.

Security & Compliance

This training session is designed to help you review the security of your system, audit user activity, and implement approriate settings to help ensure compliance.

The intended audience for this session is business owners, managers, and system administrators

Topics include:

  • Reviewing and understanding the non-compliance log
  • Low margin analysis & sell price variations
  • Stock adjustments audit
  • Cash Register settings and security
  • System customise options – workflows and their impact on security
  • User permissions & manager override functions

Data Archiving & Purging

This training session is designed to help guide you on how best to maintain your historical data, in order to get the right balance between performance and useability from your system.

Topics include:

  • Stock File purging – understanding the rules and criteria
  • Individual Purge functions for over 10 types of data
  • Individual Archive functions for several types of transactional data
  • Bulk purging and archiving
  • Best practices for data retention

eCommerce

This training session is designed to provide an overview of how to use the eCommerce module and the various features connected to the interface within the ProfiitPlus system. Covering features on selecting Stock to be published, maintaining Prices, Quantity on Hand Figures and downloading Customer Orders.

Topics include:

  • Setting your Product Groups and Stock Items for Publishing
  • Defining automatic Synchronisation processes
  • Manual Synchronisation processes
  • Processing Web Orders
  • Creating new Customers
  • Using the generated Process Orders feature from the selected Web Orders
  • Printing Pick lists
  • eCommerce Reports
  • Audit Trail

Choose another Training session

We also offer a range of other Training sessions not listed here. Simply contact us to let us know your requirements and we’ll arrange the most suitable training package for you or your staff.

Training is delivered by a Foresiight Consultant either remotely (online), on-site, or at Foresiight’s training rooms in Brisbane. You’ll be able to have up to 2 participants attend each session.

Duration will vary depending on content and participants – please allow between 1 and 2 hours. Each training session is tailored to cover the topics that are most important to you in greater detail.

Call us on (07) 3356 2772 or email solutions@foresiight.com.au for enquiries or to book in your training session.