Springbrook Training February: New Finance Director

Springbrook Enterprise
NEW FINANCE DIRECTOR TRAINING
FEBRUARY 15, 16, 18 2022

Join our New Finance Director training class. This curriculum is applicable for both current users and valuable for new Springbrook users. We will work through a variety of subjects important to Finance Directors and Administrative staff.

Day 1 Tuesday February 15, 2022 (Instructor: Carolyn Towle)
10:00 – 12:00 pst

• Learn Springbrook Navigation-application wide features, Community Success, Tab Set, Desktop icons and Menu palettes
• Review General Ledger Journal Entry settings
• Create Journal Entry Imports, Recurring, Reversing journal entries and Journal Entry balancing
• Display Journal Entries and GL Accounts

12:00-12:30 pst Break
12:30-1:30 pst

• Safeguard assets and minimize errors through Internal Controls
• Identify the Fraud triangle
• Common fraud schemes
• Fraud prevention in the application

Day 2 Wednesday February 16, 2022 (Instructor: Carolyn Towle)
10:00 – 12:00 pst

• Report Basics
• Reporting Tools; General Ledger, Fixed Assets, Project Management
• Query Manager, Report Manager, Query By Example, Visual Reporting Interface, Report Publishing
• Standard Reports; AP, BR, PR, UB, GL
• Other reporting options- Tableau, ODBC and Crystal Reports

12:00-12:30 pst Break
12:30-1:30 pst (Instructor: Carolyn Towle)

• Security Basics
• New Users and Password Maintenance
• Group Security
• Enhanced Batch Security
• Menu Security
• Database Security
• Tag Security
• Job Viewer/Scheduler access

Day 3 Friday February 18, 2022 (Instructor:Carolyn Towle)
10:00 – 12:00 pst

• Questions and Answers- Open forum

SPRINGBROOK ENTERPRISE
NEW FINANCE DIRECTOR TRAINING
Feb. 15, 16 & 18
2022

 

$900/Two agency
representatives