We hold a range of training courses across the UK on our Finance, Donations and Membership Co-ordinator packages. All of our training has been designed to help you get the most out of your time by getting the most out of our software. Each course has been developed and improved over a number of years by listening to our customers and evaluating each training day.
Courses are delivered by qualified and experienced trainers, and run from 9am till 4pm with lunch and refreshments provided. Each attendee has access to the use of a laptop, giving you the opportunity to follow along with the trainers or simply watch the screen and take notes. Written materials are also provided for you to take home.
We currently hold courses in Wolverhampton, Edinburgh, York, Dartford, Watford, Winchester, Heathrow, and Leeds.
Wolverhampton courses cost £135 Inc. VAT, other courses cost £165 Inc. VAT.
|Finance Co-ordinator Startup Course||Upcoming Courses|
|Our Finance Co-ordinator Start-up course has been designed for people who want to start ‘from scratch’ and who may not be familiar with fund accounting or computerised accounts. It includes a brief overview of fund accounting and covers setting up simple accounts including adding nominal codes, funds, bank accounts, starting balances and entering simple and memorised transactions. Worked examples are provided as are sample exercises to complete throughout the day.||Currently Unavailable|
|Finance Co-ordinator Running Course||Upcoming Courses|
|This Finance Co-ordinator running course is designed for people who have already setup their accounts and want to start running Finance Co-ordinator on a day to day basis. The course covers entering template and regular transactions, multiple income and expenditure transactions, standing orders and post-box/agency accounts. Bank reconciliation, cost centres, year-end procedures, producing the SOFA, and report analysis.||Currently Unavailable|
|Finance Co-ordinator Advanced Course||Upcoming Courses|
|This Advanced Finance Co-ordinator course is designed for people who may be running Prepayment and Accruals accounts, need to record payroll or have transactions that only need to be entered at yearend. This half day course covers entering Handling Grantors and Debtors (including Suppliers/Creditors), yearend Accrual and Prepayments, Journal entries, Payroll entries (using journal standing orders), Handling Fixed Assets, revaluing shares (held as fixed assets), multiple organisation management and reports.||Currently Unavailable|
|A comprehensive course for those who want to take advantage of the additional facilities available from our cloud based fund accounting system MyFundAccounting.Online. The items covered include setting up simple accounts including adding nominal codes, funds, bank accounts, starting balances and entering simple and memorised transactions. We also include entering template and regular transactions, multiple income and expenditure transactions, standing orders, importing from bank statement and post-box/agency accounts. Bank reconciliation, producing the SOFA, and report analysis. Setting up users with the relevant permissions is also included||Currently Unavailable|
|Donations Co-ordinator||Upcoming Courses|
|This course guides you through the initial setting up of Donations Co-ordinator, all the way through to the day-to-day use of the software right up to producing your claim and report analysis. It covers adding purposes and funds, creating donor records and entering donations, setting up regular gifts and standing orders. Making claims, producing donation reports and Audit trails for HMRC inspection. Plus importing and exporting records and backing up and restoring data.||Currently Unavailable|
|A comprehensive course for those who wish to take advantage of the additional donation opportunities and facilities available from MyGiving.Online. The items covered include setting up MyGiving.Online, adding purposes, methods, donors and adding users with relevant permissions. We will also be linking credit/debit cards and Direct Debit donations to your MyGiving account and creating a Donate Now button and adding it to a website. Importing from bank statements, setting up regular gifts and standing orders, producing donation reports, making online claims, recording and processing GASDS donations, audit trails for HMRC inspection, importing and exporting records.||We are currently hosting some FREE online training sessions for MyGiving.Online.
Visit the Services page for more information.
|Membership Co-ordinator||Upcoming Courses|
|This course covers entering both people and family information, setting up groups and rotas, scheduling visits and creating skills and SmartFilters. Learn how to send text messages and emails from directly within Membership Co-ordinator. Produce varied and useful reports and export your data.||Currently Unavailable|
Treasurer Training Course
What is the role of a treasurer?
Should you pay expenses out of the offertory?
How should you handle petty cash?
Just some of the common questions that the treasurer can struggle with. The role of a treasurer can be an onerous and a difficult task and sometimes you can feel that there is nowhere to turn for an answer. The cost is £29 per person inc VAT
|New Treasurer Training Course||More details|
|This 3 hour course run by Stephen Hendy and Roger Chester aims to help answer these questions and others whilst also suggesting recommended financial controls and tips for best practice. These are all aimed at helping to manage the accounts well, easing the stress of the treasurer, helping control risks and can even help achieve good value for money.||Winchester|
Wednesday 13th May 2020
– 9:30am to 12:30pm
|CLICK HERE TO BOOK|
You can view maps of the various different training locations by clicking on the links below:
If you require any further information please contact our Sales team on (01902) 714030.
The small print
Full payment is required before the course. If you cancel your place more than three weeks before the course there will be no charge. If you cancel up to two weeks before the course we only charge a £20.00 administration fee. If you cancel less than two weeks before the course payment is required in full and there is no refund.