tas books stage 3
1 day course - 9.30am to 4.30pm
The last of three stages recommended to TAS users as essential training for all who deal with invoice production, stock control and reporting, and sales and purchase order processing.
Candidates should be comfortable using a computer, mouse and keyboard. It is preferable that they have either done an Introduction to Bookkeeping Course and a TAS Stage 1 and/or TAS Stage 2 course, or have a prior knowledge of accounting and are already familiar with the material covered on the TAS Stage 1 & 2 courses.
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course content
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benefits
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suggested follow-up courses
- Business Analysis: Setup up Project & Marketing Codes for additional analysis options when generating reports. See how to attach each transaction to a Salesperson to enable the production of commission based reports related to each sales person.
- Purchase Order Processing Menu 7: Look at the purchase order cycle and how its links to other areas of the system. Learn how to process from entry to despatch. Explore how TAS can create purchase orders based on stock shortages from customer orders.
- Stock Control: Learn how to plan and maintain stock records, post opening levels and record physical stock takes.
- Stock Movements: Learn how to record deliveries, part deliveries and stock adjustments.
- Stock Reporting: Learn how to run reports including profit and re-order analysis.
- Recurring Transactions: Learn how to automate regular postings and recurring entries.
- Management Reports & Financial Routines: A brief look at the common Financial/Management reports available, in addition to the month end and year end routines.
- Microsoft Word Templates: Gain an understanding of customising TASBooks Microsoft Word templates for report productions.
- Cashflow Forecasting Report: Ascertain your projected bank balance in the future based on expected monies in & monies out to enable you to plan and run your business more efficiently.
- Discounts: Learn about the various types of discounts you can provide to a customer.
- Fixed Assets and Depreciation: Discover how to set up configuration rules to enable you to apply depreciation on a monthly, quarterly or annual basis. Learn how to record the disposal of an asset.
- Nominal Link to Sage Quickpay Payroll (Optional): Users of Sage Quickpay Payroll can save time and get the most out of their software by enabling the Nominal Link from Quickpay to TASBooks (also applicable to TAS Books 2 and 3 users). No need for anymore manual payroll journal entries.
Personal Benefits
- After this course the user will have increased confidence and efficiency using TAS Books software.
- Opportunity to gain official certification from the only official Sage training centre in Ireland.
- TAS Books Stage 3