Lunch & Learn (Web)
The Lunch & Learn Sessions are a series of one hour online training sessions that address common support queries. All attendees will receive comprehensive notes before each session commences.
Topic
Day to Day Transactions & Fixing Errors
Price
- $55.00
Content
- Creating Funds
- Creating Accounts
- Entering Transactions
- Disposals
- Reversing Disposals/Bonus Issues
- Deleting Transactions
- Transferring Accounts
Web Training Dates
| Date | Time | Duration |
| 29th June | 12 noon (AEST) | 1hr |
| 10th September | 1 pm (AEST) | 1hr |
Topic
Transaction Data Upload & Data Import Rules
Price
- $55.00
Content
- Banklink
- BT Wrap
- Macquarie
Web Training Dates
| Date | Time | Duration |
| 12th July | 12 noon (AEST) | 1hr |
| 28th September | 1 pm (AEST) | 1hr |
Topic
Reporting
Price
- $55.00
Content
- Report Editor
- Customising Reports
- Freeform Documents
- Editing Text
Web Training Dates
| Date | Time | Duration |
| 10th August | 12 noon (AEST) | 1hr |
| 30th November | 1 pm (AEST) | 1hr |
Topic
Audit Workpapers
Price
- $55.00
Content
- Compendium Checklist/File Index
- Planning Memorandum
- Engagement Letter/Representations Letter
- Working Papers
- Compliance Checklist
- Fraud Checklist
- Preparing Reports
Web Training Dates
| Date | Time | Duration |
| 7th September | 12 noon (AEST) | 1hr |
| 3rd December | 1 pm (AEST) | 1hr |
