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  Distinctive Solutions offers Factor/SQL software training classes monthly at their San
Luis Obispo, CA office. We can also send a trainer to your location to train your staff on-site.
 
 
 
 
 
 
 
 
 
 
 
 
 

A typical two-day training course will consist of the following:

 
  DAY 1 - Morning Session  
 
Setting up your corporate defaults
Establishing permissions and restrictions for operators
Analyzing fee structures and how to set up rate tables
 
  DAY 1 - Afternoon Session  
 
How to enter a Client with single and multiple relations
How to enter a Debtor with single and multiple accounts
How to enter schedules manually and through importing
Review of transaction types
Entering, verifying and posting daily transactions
 
  DAY 2 - Morning Session  
 
End of day processing
Client reserve account
Reserve transactions
Overview of reports available in Factor/SQL
 
  DAY 2 - Afternoon Session  
Interfacing Factor/SQL with your General Ledger
How to book fees
Debtor statements
End of day / end of month procedures
How to create notification letters, audit letters, past due letters
 

For registration and hotel information, please contact Distinctive Solutions

 
   
 
For more information email factor.info@3i-infotech.com