CSI Technology Outfitters

Course Descriptions

     
Accounting
Version:  SmartFusion

  Accounts Payable  
 

This session will provide an overview of ePayables, SmartFusion’s electronic vendor payment, as well as an overview of the certificate of insurance in the vendor menu. You’ll also learn how to attach documents to a voucher and/or voucher account.

 
     

     
Fiscal Year-end
Version:  SmartFusion

  Accounts Payable Accruals  
 

This web training will take you through the Accounts Payable accrual process. Among the topics discussed, we will cover setting up the system, entering vouchers, and posting to ledger.

 
     

  Ledger & Overview  
 

Because closing the fiscal year affects multiple modules, it can be overwhelming and quite confusing if all users are not knowledgeable about the process. This session will cover a variety of topics including:

  • The coordination of closing certain modules with all departments to alleviate as much uncertainty and stress as possible.
  • The general closing steps for ledger and payroll along with details regarding budgets, bringing balances forward, and postings in the prior year after ledger has been closed.
 

  Payroll Accruals  
 

If your organization will be issuing payroll checks in July and August which need to be expensed to prior year ledger, this session will be most beneficial for you. We will cover:

  • The correct setup, including detailed instructions to process an accrued payroll and posting the salaries to prior year.
  • How to handle employer contributions and fringe steps.
 

  Payroll Overview & Leave  
 

This course will cover the general steps for closing payroll with a more in-depth look at the year-end leave process. We will cover finalizing balances and the importance of the timing of bringing balances forward.

 
     

     
Payroll/Human Resources
Version:  SmartFusion

  Payroll Parameters  
 

This session will guide you through an in-depth look at the major payroll parameters, with details on each setting within the parameter, and how they can impact your payroll processing and reporting results.

 
     

     
Miscellaneous
Version:  SmartFusion

  Grid Reporting  
 

If you are looking for better ways to report, analyze and present data, we have the class for you. Our new grid reporting feature allows you to sort, analyze and personalize your data without the use of third party report writing software. You’ll be amazed at the flexibility this tool will give you.

 
     

  SmartQuery  
 

Accurate and relevant data analysis drives accurate and relevant business decisions. In addition to creating basic reports with SmartQuery, learn about our Report Scheduler and the detailed steps to take when creating a report. Highlights of the additional SmartQuery features like charting and scheduling will also be demonstrated.