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Effective WinForecast Training
1 - Day Course - Palmerston North (Venue TBA)

Effective WinForecast Training Day - Palmerston North

NEW DATE!

Now: MONDAY 2nd July   8:30am-5pm

Location TBA

 

 

 
Who should attend 

Suitable for operators and managers involved in the day to day operation of Winforecast. 

 

What does the course cover? 

Session 1:

Creating a New Forecast

Default Settings

Default Record Parameters

Annual Profile

 

Session 2:

Creating Sections

Creating Records

Record Properties

Memo Records

 

Session 3:

Entry of Opening Balances

Import Record List

Session 4:

Data Entry Methods – P & L Records

Session 5:

Data Entry Methods – Balance Sheet Records

 

Session 6:

Main Bank Account

Additional Bank Accounts

Business Tax

Dividends

GST Rates

Wages

Taxes&Tables

Employee Lists

 

 

Session 7:

Flexing

Changing the Extent of A Forecast

Handling Actual Figures

 

Session 8:

Customising the Reports

Creating New Departments

Adding Formulae to the Management

Reports

Memo Records

 

Session 9:

Stock Modelling

Using Standard Stock Records     

 

Session 10:

Templates

Consolidation Information
Consolidation

Eliminations

Goodwill

 

Session 11:

Creating Graphs

 

Spaces are limited.

For further information email sales@passage.co.nz or call 0508 PASSAGE

 

 

Prerequisites

You should have a good understanding of standard Accounting principles.

Objectives 

Attendees beginning to use Sage Winforecast Professional or looking to gain a deeper understanding of the more in-depth elements. We cover Accessing, Creating Forecasts, Data Entry Methods and Customising Reports. We recommend this course to any existing or new users.

 



 
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