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Full Product Training (Live Online)
CenterPoint Fund Accounting Classroom Training
Learn everything you need to know to work efficiently and improve your day-to-day skills in your accounting software. You will find ways to save time and obtain the information you need to make better management decisions.
Event Details:
You should be familiar with the basic functionality of CenterPoint before attending the session(s). To view the Introduction to CenterPoint videos from our website, click here.
This session is presented live, online by one of our CenterPoint experts and is recorded so it can be viewed at your own pace, at any time for 30 days after the session.
Presenter: Julie Strain
Red Wing Software Implementation Consultant
Products Covered:
- CenterPoint Fund Accounting
This training is a four-part 16-hour live online session held on multiple days for a total cost of $300.00 and will be limited to 15 participants.
If the training materials include multiple documents, the Training Guide will be used during the session, and the User Guide will be reference material for use afterward.
Red Wing Software reserves the right to cancel any class. If such a cancellation is necessary, registrants will be notified and attempt made to reschedule or make alternate arrangements (Professional Services, Webinar, etc.). Registrants will receive a full refund of the class fee, but Red Wing Software is not responsible for other costs incurred.
Substitutions may be made anytime before the start of class.
Part 1
CenterPoint Preferences & Setup
9:00 am - 1:00 pm CDT
Price: $75
Required*
Preferences and Setup
Whether you are a brand-new Red Wing Software customer or you just want to learn more about your CenterPoint Fund Accounting product, you will learn how to set up CenterPoint to maximize the value of the information you retrieve. Discover practical techniques and identify commonly used timesaving shortcuts to help you set up and maintain funds, accounts, names, and other setup items. You will learn how to customize CenterPoint to fit your operations individual needs through preferences and other customization features.
Part 2
CenterPoint Transactions
9:00 am - 1:00 pm CDT
Price: $75
Required*
Transactions
Transform the way you execute, manage, and track critical financial transactions.
This comprehensive seminar will walk you through entering all types of transactions to track expenditures and revenue. The check writing process will be covered in detail. Learn how to track payables through accounts payable. Also review how credit card purchases can be tracked and paid in Accounts Payable. Discuss reports used to track and mange expenditures. Learn how to record revenue transactions and create bank deposits. Find out how use accounts receivable to track revenue that is due, create invoices and produce billing statements. Discuss reports used to track and manage revenue. Explore how to enter various general journal entries.
Part 3
CenterPoint General Processes
9:00 am - 1:00 pm CDT
Price: $75
Required*
General Processes
Learn how to use report drill downs and Transaction Search to quickly and easily find previously entered transactions. Review how to efficiently make corrections to existing transactions, reprint invoices and checks, or void unneeded transactions. Discover how reconcile bank accountants so that your entries match your bank statements. Learn how to customize reports that include the information needed for your specific business.
Part 4
Budgeting, Financial Analysis, and 1099s
9:00 am - 1:00 pm CDT
Price: $75
Required*
Budgeting Financial Analysis and 1099’s
In this session you’ll learn how to effectively manage the expenditures of your operation using budgets, and financial analysis. Be prepared for tax reporting season by learning how to general 1099 reports from your accounting software.