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.