A Session for Everyone in Business

Thursday, June 22
11:00am – 12:00pm

Own your reports! This webinar focuses on the reporting tools in People Savvy HCM that allow you to transform standard reports into ones that give you the exact information you need when you need it. In addition to date and data filters, we’ll look at personalizing column labels, multi-level sorting, and the expression-builder, which allows you to add calculated information to your reports. Maybe most important of all, we’ll look at saving and sharing your custom reports as views to maximize their usability.

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Detailed Payroll Process Training Using the Checklist and Overcoming Common Issues

Tuesday, July 18
11:00am – 12:00pm

Whether you are a new payroll administrator who needs an in-depth training guide or a veteran payroll guru who needs a refresher course, this webinar is your guide to processing payroll using People Savvy HCM. We work through the checklist, explaining what each item does and how it all ties together for a smooth payroll process. We will also go over solving common processing issues, payroll errors, warnings, and ACH/check advice solutions. This webinar will give you the confidence to successfully process payroll and the ability to overcome common issues you may encounter along the way.

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How and Why the ACA Manager Works the Way it Does

Tuesday, Aug 15
11:00am – 12:00pm

What is ACA? Some say it is “Another Confusing Acronym,” and while that may be, hopefully after attending this webinar you will have a much better understanding of how the system can create great efficiencies for tracking and reporting. See why Benefit and ACA profiles make all the difference in creating Form 1095s. Join us to learn how to review information throughout the year, and help make the first of the year a little less stressful!

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Payroll Adjustment Statements, Setting up Supplemental Payrolls, Creating Manual Pay Statements

Thursday, June 8
11:00am – 12:00pm

In the perfect payroll world…payroll would be done at one hundred percent accuracy with one easy push of a button. All payroll administrators know that, in the real world, payroll adjustments that are bound to happen. Knowing what method to use in People Savvy HCM to quickly and efficiently correct an issue is vital, not only for getting employees paid correctly, but also to ensure quarter and year end processes are easy to balance. This webinar will dive into when to use a manual pay statement vs. a payroll adjustment pay statement, how to create both in an open payroll, and how to setup a supplemental payroll…and why it should be used. This session will also walk you through the plethora of different methods of correcting common payroll issues and address which one is best for common (and not so common) payroll-related corrections.

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Dashboards Galore: Making Your Employee Data Visual and Useful

Get a jump start on the new and improved dashboard experience before the classic dashboard version is retired in June 2023. You’ll learn how to customize your employees dashboards for exactly their needs. See all of the new features, improved usability, and clean look that comes with the new dashboard, as well as an opportunity to ask questions in real time.

Tips and Tricks for Excel

Tuesday, Aug 1
11:00am – 12:00pm

If you are already using Excel regularly and want to learn some cool tricks that will help you use it more efficiently, this session might be for you. We’ll review Navigation and Keyboard Shortcuts, Copy Functions, Date Formulas, Text Formulas, Logical and Conditional Formulas, Lookup Formulas, Error Formulas and Conditional Formatting, Grouping vs Hiding, Filters and Sorting, Named Range, Data Validation, and Creating Custom Views and hot to use them. We’ll even make Excel speak!

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It's Accrual World: Understanding - and Mastering - Accrual Management

Tuesday, May 9
11:00am – 12:00pm

Accruals can feel cruel. Yet actually, there are just a handful of concepts that, once you understand them, make managing accruals in People Savvy HCM incredibly easy. In this webinar, we’ll show you how to read accrual entries and teach you the most effective way to make adjustments. We’ll also touch on the basic components of an accrual profile, so that you can tweak them when necessary. Join us to make time off management feel a little bit easier and a lot more kind.

Sage 100

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Sage 100 Tips and Tricks

Tuesday, June 20
11:00am – 12:00pm

For those who are constantly seeking to improve personal efficiency, our ever popular tips and tricks session has been updated to provide you with insight into features added to Sage 100 software over the last several years. In addition to highlighting those new enhancements, we’ll also be showing you how to set up security around Paperless Office, Reverse a Cash Receipt, generate refund checks to customers, and setup custom look-ups for active Customers/Vendors, GL Accounts, and how they can benefit you.

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Tips and Tricks for the Sage 100 Payroll Module

Thursday, July 27
11:00am – 12:00pm

With the what seems like constant payroll tax changes these days (Oregon Paid Leave, Metro SHS Tax, ORSTTT) there are things you will need to learn to do, including Tax Profile Maintenance. The Rates and Limits button can show you the current rates that are set up. We’ll explain the Tax Rule Inquiry, using the Payroll Status Check Utillity, Drilling down into Payroll check detail to see all earnings and withholdings on a check, auto reversing Payroll checks, and exploring ACA setups a bit.

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Sage 100 Explorer Views

Thursday, June 6
11:00am – 12:00pm

Sage 100 Business Insights Explorer is a reporting and analysis tool that allows users to access and analyze data that many Sage 100 uses are not familiar with. Business Insights Explorer provides predefined views of commonly used datasets such as General Ledger Transactions, Customers, Sales Orders, Open Invoices, Inventory Items and Item Transactions – and many others. It offers a user-friendly interface with drag-and-drop functionality making it easy to customize and create your own reports. Data can be exported to a variety of outputs types including Excel, Access, Word, XML and Web pages.

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Overview of the Sage 100 Accounts Payable Module and Best Practices

This session will cover the Sage 100 Accounts Payable module including the difference between the Invoice Date and the Transaction date and how that affects the Accounts Payable Aged Invoice Report. We will cover things such as best practices for adjusting Invoices and the several ways to reverse AP checks or an entire AP Check run. We will also cover 1099 Reporting for Miscellaneous, Interest, Dividend, and NEC Forms.

Tips and Tricks for Excel

Thursday, Aug 10
11:00am – 12:00pm

If you are already using Excel regularly and want to learn some cool tricks that will help you use it more efficiently, this session might be for you. We’ll review Navigation and Keyboard Shortcuts, Copy Functions, Date Formulas, Text Formulas, Logical and Conditional Formulas, Lookup Formulas, Error Formulas and Conditional Formatting, Grouping vs Hiding, Filters and Sorting, Named Range, Data Validation, and Creating Custom Views and hot to use them. We’ll even make Excel speak!

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Sage 100 Distribution Modules - Best Practices

Tuesday, May 2
11:00am – 12:00pm

If you are looking to streamline your distribution processes, reduce errors and increase efficiencies, you’re attending the right session. We will be reviewing best practices and insider tips for using Sage 100 Distribution effectively You’ll learn about a range of topics from managing Purchases Clearing, Auto Generate Purchase Orders from Sales Orders, Vendor Pricing and Customer pricing.

Acumatica

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Acumatica Tips & Tricks

Tuesday, June 13
11:00am – 12:00pm

Acumatica is rich with features, many of which allow users to work efficiently and accurately. It’s so rich, in fact, that it’s sometimes hard for everyday users to know everything that is available them. For example, have you ever wondered if it’s possible to make a mass data change without ever having to import? It is! In this session, we’ll investigate Acumatica’s useful features that may have gone undiscovered until now, so you can work even smarter.

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Managing Your Day with Dashboards

Acumatica continues to enhance the functionality of Dashboards. These visual representations of the data that drive your business decisions can be extremely powerful when leveraged to their fullest, most data-rich potential. Come to this session and learn how dashboards can be optimized to provide the best performance possible. In addition, you’ll find out how your organization can leverage dashboards to manage exceptions and drive business workflows.

Tips and Tricks for Excel

Thursday, Aug 3
11:00am – 12:00pm

If you are already using Excel regularly and want to learn some cool tricks that will help you use it more efficiently, this session might be for you. We’ll review Navigation and Keyboard Shortcuts, Copy Functions, Date Formulas, Text Formulas, Logical and Conditional Formulas, Lookup Formulas, Error Formulas and Conditional Formatting, Grouping vs Hiding, Filters and Sorting, Named Range, Data Validation, and Creating Custom Views and hot to use them. We’ll even make Excel speak!

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Financial Reporting in Acumatica – ARM

Tuesday, May 16
11:00am – 12:00pm

In this course, you will learn how to create and edit custom financial reports that provide valuable insights into your company’s financial performance. The course will cover how row sets, column sets and unit sets are used. In addition the training session will dive into the the fundamentals of editing and formatting your Financial Reports.

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Generic Inquiries in Acumatica

Tuesday, June 27
11:00am – 12:00pm

Need to get data from one or more screens into a nice tabular format that can be exported to Excel? Generic Inquiries can do that and MORE. Learn to create and publish generic inquiries, make custom filters for yourself or the entire company and add Side Panels to screens.

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Acumatica Import Scenarios

Thursday, July 20
11:00am – 12:00pm

Learn to create basic import scenarios to save time entering orders or make changes to existing orders using a format everyone knows: Excel. Leveraging Acumatica’s built-in import scenarios, we will take data from an Excel file and use that to create and update existing records. This course will cover everything from data creation in Excel to completing the import into Acumatica. This course will walk thru an example of importing Sales Orders, but the concepts in this training session will apply to any import scenario you will create.

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Acumatica Security Best Practices

Thursday, May 4
11:00am – 12:00pm

Security and Access Rights are some of the most critical functions for your company. Learn how to simply user setup and role assignments using user types. Analyze access through the rights by role, user, and screens.

IT & Cloud Technology

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The Modern Workplace with Office 365

Thursday, June 15
11:00am – 12:00pm

Work doesn’t always happen just in the office any more! The workplace has evolved to include both the traditional office and Work From Home options. Office 365 can be a significant tool to help businesses and employees connect, create, and collaborate whenever and wherever. VPNs and connectivity apps allow users to work on the go or wherever inspiration leads. Learn more about a few ways to boost productivity for your remote and local teams.

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OutlookTips and Tricks

Email is now the tool used most in an office environment. Outlook is a powerful tool that integrates email, scheduling, and contact management and for many people is the single most important part of their workflow. Learn a few tips and tricks to boost your productivity. Utilize the sharing features of Office 365 to consolidate steps and give yourself time to accomplish other goals.

Tips and Tricks for Excel

Tuesday, Aug 8
11:00am – 12:00pm

If you are already using Excel regularly and want to learn some cool tricks that will help you use it more efficiently, this session might be for you. We’ll review Navigation and Keyboard Shortcuts, Copy Functions, Date Formulas, Text Formulas, Logical and Conditional Formulas, Lookup Formulas, Error Formulas and Conditional Formatting, Grouping vs Hiding, Filters and Sorting, Named Range, Data Validation, and Creating Custom Views and hot to use them. We’ll even make Excel speak!

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Business Continuity & IT Disaster Management

Tuesday, May 23
11:00am – 12:00pm

If you are concerned about whether your organization can survive being offline for a few days, or losing even a few hours worth of data, then this course is for you. Business continuity planning allows you to have a plan in place in the case of a cyber attack, ransomware, corrupted data, file deletion or overwrites, power and internet outages, or other factors. We’ll discuss some of the most important options like backups, cloud hosting and ISP redundancy help to mitigate the effects of a disaster event. We discuss why you need a plan in case something goes wrong. The worst time to come up with a plan is when you actually need one, so get ahead!

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Phishing Awareness Training

Tuesday, July 11
11:00am – 12:00pm

This course will explain what phishing is, and how to avoid common pitfalls. Learn about tools that allow you to test your team and gauge their ability to avoid common Internet scams. This course will also show users what to look out for when receiving emails that might lead to viruses other unwanted network interruptions. See examples of Phishing tests that you can utilize in your organization with a goal to improve your organizations overall cyber health. The best layer of protection you can have for your business’s cybersecurity is savvy users!

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Identity Management - Passwords & Authentication

Tuesday, July 25
11:00am – 12:00pm

Protecting your information and your identity should be a priority. Your cats name may not protect you! This course will examine Password management and security protocols, Single Sign on for cloud and local environments, and how Multi Factor Authentication can protect your organization’s assets and identity (or your own). Secure passwords don’t have to be a pain to use, and you might be surprised to find out what makes the most secure password too!

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IT Concepts that Your Business Should Implement Right Now!