TriSys Back Office Course

 

 

Overview

Designed for the users within a recruitment company who process timesheets, produce invoices and organise payments and payroll who are new to the TriSys system or companies that have recently purchased TriSys version 7/8.

 

Prerequisites

·          Basic Accounting/Payroll Knowledge

·          Completed TriSys CRM Intro Course or have a good working knowledge of TriSys

·          Knowledge of Windows

 

Objectives

The course is designed for mid range users who wish to use the back office elements of TriSys:

 

·          Entering and editing timesheets

·          Preparing placement documentation

·          Entering payroll/Limited company information

·          Exporting information to external accounting systems

·          Raising Sales Invoices and preparing Pay consolidation for export

·          Matching invoices to purchase orders

·          Reporting on Back Office Function

 

Agenda

Session	Details
09:30 – 11:00	Back Office Introduction Placements and associated documentation
11:00 – 11:10	Tea/Coffee Break
11:10 – 13:00	Entering Timesheets Editing Timesheets Timesheet Reporting
13:00 – 13:45	Lunch Break
13:45 – 15:15	TriSys Consolidation: Running pay consolidation and raising invoices
15:15 – 15:30	Tea/Coffee Break
15:30 – 17:00	Purchase Orders Posting Payments Back Office Reporting Recap and question and answer

 

 

 

Please click here for an overview of all TriSys Training Courses.