VISUAL Financial Training Webinars

Managing the financial aspects of your business using VISUAL ERP is crucial to your overall business success.  Every VISUAL customer uses the system differently when it comes to costing, month end close, AR, AP, etc.  Much of the tasks are done outside the system, causing duplicate entry and the inability to see actual financials within your ERP system

Looking for our Manufacturing & Quality Webinars? Click here

We're offering 13 financial training webinars that focus on the VISUAL Financial modules and concepts.  These sessions are designed for accounting professionals, daily end users and super users.  These two hour online sessions are meant to provide you with the skills and knowledge to immediately implement tangible changes to your financial processes that provide immediate results.

Who Should Attend:

  • Financial Executives
  • AP/AR Personnel
  • Bookkeepers
  • Anyone who wants a better understanding of how to run financials successfully through VISUAL ERP

The VISUAL Financial webinars have been designed to be 2 hours in length (on average) with a built-in Q&A session at the end.

The webinars offered are the following (click on for additional details and/or to register):

 


Webinar: Month-End Best Practices & Procedures
This session will cover the following items:

  • Cost Accounting Week/Month End Procedures
    • Pre-Costing Utilities Audit
    • Cost Utilities
    • Mfg Journals preparation & pre-posting review of GL transactions
    • Costing Tools/Audits
    • Post Manufacturing Journals
    • Reconciliation Procedures
  • General Accounting Week/Month End Procedures
    • Accounts Receivable Reconciliation
    • Accounts Payable Reconciliation
    • Cashbook Reconciliation
    • General Ledger Procedures
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Inventory Management for Finance
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This webinar is designed for the user who needs to better understand inventory management within VISUAL. Topics include Part Maintenance, Warehouse/Locations setup, Inventory Transactions and their effect, Inter-Branch Transfers, Physical Inventory from a Financial perspective.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: How Manufacturing Costs flow to the Income Statement
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This webinar is designed for the user who needs to better understand how costs flow from the manufacturing modules to the financial manufacturing journals. We will review where and when costs get triggered in VISUAL. In a fully integrated system, it is essential to understand how ‘automatic’ transactions get created, re: manufacturing journals. How do we correct a manufacturing journal error? What does deleting a manufacturing batch do? This webinar will give you insight on VISUAL’s backend world.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Throughput Accounting
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To generate higher profits, it's important to look at the various pricing decisions that a company makes; beyond just cost. The use of Throughput accounting helps to keep your company from pricing themselves out of the market.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: How to Calculate and Update Burden
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Let us demonstrate how your company can calculate and update their burden rates on the floor. We include techniques for Retro-Burden.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Standard Costings
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This webinar is designed for the user who needs to better understand how standard costing works in VISUAL. How do costs flow in a standard cost environment? We will review how to reset standard costs. This session will also cover, the do’s and don’ts in a standard cost environment – what to look out for, and the most common myths.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Costing Tools
This session will cover the following items:

  • Purpose of the Costing Tools
  • Recalculate Distributions
  • Recalculate Standard Costs
  • Recalculate WI Balances
  • Recalculate Inventory Balances
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Accounts Receivable Cycle
This session will cover the following items:

  • Provide information about your company’s sales and cash receipts as your company manufactures and ships products.
  • Present important cash flow information vital to the effective management of your business.
  • Improving Response Time
    • Customer Inquiry
    • Receivable Inquiry
    • Document Lifecycle
  • Focus in the following areas:
    • Customer Maintenance
    • Sales Taxes
    • Invoicing & Prepayments
    • Memos
    • AR Reports
    • Recurring Receivables
    • Collections
    • Cash Application
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Accounts Payable Cycle
This session will cover the following items:

  • Keeps track of your company’s purchases and payments.
  • Improving Response Time
    • Vendor Inquiry
    • Payable Inquiry
    • Document Lifecycle
  • Focus in the following areas:
    • Vendor Maintenance
    • AP Invoice Entry
    • Matching of Receivers
    • Expenses Linked to a Job
    • Recurring Payables
    • Memos
    • Payments
    • AP Reports
    • Vendor & Payable Inquiry
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Inventory Cost Reconciliation
This training covers the VISUAL ERP Inventory cost reconciliation process and procedures. We cover exception accounting, pre-reconciliation procedures, purchase receipt accruals, inventory/WIP, identifying inventory exceptions, cost of goods sold and reconciliation tools.

  • Exception Accounting
  • Pre-reconciliation Procedures
  • Purchase Receipt Accruals
  • Inventory / Work in Process
  • Identifying Inventory Exceptions
  • Cost of Goods Sold
  • Reconciliation Tools
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: The Power of Product Codes and the GL Interface
This session will cover the following items:

  • Understanding the two most important financial tables in VISUAL
  • Managing R&D projects through product codes
  • Are you using the GL interface as the audit tool that it’s meant to be?
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: VISUAL Financials Tips & Tricks
This session will cover the following items:

  • Negative FIFO layers
  • Handling NSF check in VISUAL
  • Recurring GL Entries, Receivables & Payables
  • Removing old unmatched PO Receipts
  • Process credit card purchases in VISUAL
  • And more
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Navigation within VISUAL
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Learn information on the general principles, common features and basic functionality of the navigation tools used throughout VISUAL Manufacturing. How to create profiles for most common views and working with the part view panels and other tools in VISUAL.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 

WHO IS VISUALNUGGETS?

Richard Ferlatte
Results Driven VISUAL Specialist

VISUAL WEBINARS - Updated!

Check out our 50+ Training Webinars focusing on the various VISUAL modules and concepts. There's sure to be one to interest you!
24 Manufacturing Webinars
15 Quality Webinars
13 Financial Webinars

VISUAL EXTENSIONS

Extend the functionality of your VISUAL ERP system with these proven and supported VISUAL apps
Go Paperless App
Integration of the Go Paperless App solution and VISUAL results in Paperless ERP that provides a way for VISUAL users to increase efficiencies and thereby, the cash conversion cycle.
Inventory Management Tool
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eBoard – Financial Dashboard
A powerful Financial Dashboard allowing you to access live Financial data, drill down to supporting details and export the financial statements to Microsoft Excel in one click.
VE Mobile
The premier mobile extension to the VISUAL, adding flexibility and productivity improvements through the introduction of mobile scanning technology to the warehouse.
Logicity™ Automatic Invoicing
Automatically generate e-mailed or printed invoices out of VISUAL
EDI Integrator
A powerful alternative to the VMDI interface for EDI transactions (inbound and outbound).
Web Store Integration
e-Commerce solution integrating the web to your VISUAL system.