Description
In this course Case Study we explore how Reckon One is used by a company that sells, configures and installs and supports Business Telephone system. This case study is used in our Accounts Receivable and Accounts Payable training courses and follows a scenario that most businesses go through, including:
- Visiting clients,
- understands the customers needs, and then
- provides a customised quote for their circumstances.
Once a quote is accepted the company in our case study uses the software to
- track the purchase of products that it stores as inventory,
- converts the quote into an invoice (feature gap), and then
- accepts deposits, partial payments and other payment scenarios.
We’ve noted where Reckon One has feature gaps in this process compared to the larger and more widely used accounting programs like Xero and MYOB.
You’ll learn how to set Customers (trade debtors) credit terms and perform the daily transactions that this company performs to see who owes them money via an Accounts Receivable Report. These tasks are also performed on the purchasing an payments side.
The Course includes a Step-by-Step training workbook where you will perform all these steps using real life data.
- Reckon One Training Course – Edit you Chart of Accounts to Suit the Business
- Reckon One Training Course – Modify your Trading Terms
- Reckon One Training Course – Create an Inventory Item
- Reckon One Training Course – Create Customer Contacts
- Reckon One Training Course – Create a Quote for a customer (Feature Gap)
- Reckon One Training Course – Enter a Sales Invoice and Apply a Payment
- Reckon One Training Course – Create an Invoice from a Quote (Feature Gap)
- Reckon One Training Course – Process and Apply a Credit Note to an Invoice
- Reckon One Training Course – Receive a part payment
- Reckon One Training Course – Receive Payment for many invoices
- Reckon One Training Course – Process an Overpayment
- Reckon One Training Course – Who owes you money
- Reckon One Training Course – Run a Sales Summary by Customer (Feature Gap)
- Reckon One Training Course – Customer statements
- Reckon One Training Course – Sales by item reports
- Reckon One Training Course – Create a Supplier Bill
- Reckon One Training Course – Pay a Bill
- Reckon One Training Course – Enter a Make Payment Transaction
COMPLETE Bookkeeping Academy Training Course Package
This course and all other Reckon One training courses are available to members of the Bookkeeping Academy. This includes all new and updated training course content.
Learn more about the Bookkeeping Academy Training Course Package
