All Scheduled Classes

New Customer Training   NCT02 Program Basics This class is an introduction to Sage Master Builder. In this class you will learn how to: Open a company Identify the parts of the main Sage Master Builder window Identify the parts of a typical Sage Master Builder window Locate and view an existing record Open and view the other parts of the program that hold information included within a record Search for onscreen Help NCT02 7/15/2008 11:00:00 AM Constance Lawson NCT02 8/12/2008 9:00:00 AM Constance Lawson   NCT03 Setup Basics 1 This class is the first of two classes that cover setting up a new company in Sage Master Builder. In this class you will learn how to: Create a new company Set up a general ledger and chart of accounts Create departments and subsidiary accounts Set up workers' compensation codes Set up cost codes and divisions Set up users NCT03 7/16/2008 11:00:00 AM Constance Lawson NCT03 8/13/2008 9:00:00 AM Constance Lawson   NCT04 Setup Basics 2 This is the second of two classes that cover setting up a new company in Sage Master Builder. In this class you will learn how to: Select the best method for entering starting accounting balances Enter starting accounting balances Set up jobs quickly Set up vendors quickly NCT04 7/17/2008 11:00:00 AM Constance Lawson NCT04 8/14/2008 9:00:00 AM Constance Lawson   NCT05 Enter Bills (Accounts Payable) Create a new vendor record and complete basic accounts payable invoices and credits. Set up a vendor with all necessary and optional information Enter a bill for a vendor Enter a credit two different ways Void an invoice NCT05 7/18/2008 11:00:00 AM Constance Lawson NCT05 8/15/2008 9:00:00 AM Constance Lawson   NCT06 Pay Bills (Invoices) This class covers all the steps involved in processing invoice payments. Topics include: Select invoices for payment Print Set to Pay Report Print checks Print vouchers Void and make corrections View available reports NCT06 7/22/2008 11:00:00 AM Constance Lawson NCT06 8/19/2008 9:00:00 AM Constance Lawson   NCT07 Clients & Jobs (Accounts Receivable) Participants will learn how to: Enter a client record with necessary and optional information Enter a job record with necessary and optional information NCT07 7/23/2008 11:00:00 AM Constance Lawson NCT07 8/20/2008 9:00:00 AM Constance Lawson   NCT08 Invoices & Cash Receipts (Accounts Receivable) Learn how to record invoices, credits and cash receipts in Accounts Receivable. You will: Create an invoice Create a credit two different ways Apply payments and credits to an invoice Reverse cash receipts Print a variety of reports NCT08 7/24/2008 11:00:00 AM Constance Lawson NCT08 8/21/2008 9:00:00 AM Constance Lawson   NCT09 Payroll Setup 1 Begin to set up basic payroll: Set up employee positions for proper posting of payroll into the general ledger Set up workers' compensation rates to speed data entry Set up payroll calculations (employee deductions and employer costs) Understand the role these functions play in payroll processing NCT09 7/29/2008 11:00:00 AM Denise Johnson NCT09 8/22/2008 9:00:00 AM Denise Johnson   NCT10 Payroll Setup 2 This class builds on what you learned in Payroll Setup 1. Learn how to: Set up an employee Get startup records into payroll NCT10 7/30/2008 11:00:00 AM Denise Johnson NCT10 8/26/2008 9:00:00 AM Denise Johnson   NCT11 Timecards and Paychecks Learn the essentials of entering timecards for employees working on jobs, for overhead employees, and for management. You will also learn how to print payroll checks and post in detail to the general ledger. NCT11 7/31/2008 11:00:00 AM Denise Johnson NCT11 8/27/2008 9:00:00 AM Denise Johnson Basic System   FRM01 System Overview Find your way around Sage Master Builder menu items and understand how they relate to each other. FRM01 8/5/2008 7:00:00 AM Gwyl Wright   FRM11 Security and F7 Options Set up security at different levels in your Sage Master Builder system, including security groups and assigning users to those groups. You will also learn how to set up security at the menu and fields levels, and use F7 to set default options. FRM11 8/6/2008 7:00:00 AM Gwyl Wright Construction Accounting   ATG01 Construction Accounting I - Business Types of fiscal entities The chart of accounts Completed contract and percent complete accounting Accrual and cash accounting Book and tax depreciation ATG01 8/12/2008 9:30:00 AM Leslie Shiner   ATG02 Construction Accounting II - Financial Budgeting Adjustment for work in progress Trends & ratios Internal controls Tax planning ATG02 8/13/2008 9:30:00 AM Leslie Shiner   ATG03 Construction Accounting III - Construction Issues Payroll issues Employees and their compensation Workers' Compensation Insurance Prevailing Wage rules and regulations The importance of contract language in prime contracts, subcontracts and change orders Mechanics lien laws ATG03 8/14/2008 9:30:00 AM Leslie Shiner   ATG04 Construction Accounting IV - Management Issues The types of bonds contractors may require, how to obtain the bonds and how they work The types of insurance contractors may require How long certain records need to be retained ATG04 8/15/2008 9:30:00 AM Leslie Shiner   BKP01 Bookkeeping I Understand some basic general accounting, and see examples of these basic concepts in various Sage Master Builder windows. Journals and Ledgers Cash versus Accrual Accounting Completed Contract vs. % Completion Batch versus Real Time Posting BKP01 7/8/2008 9:00:00 AM Leslie Shiner   BKP02 Construction and Job Costing Bookkeeping Specifics Understand and use bookkeeping terminology specific to construction. Job Costing Retention - for both Accounts Receivable and Accounts Payable Lien Waivers Vouchers BKP02 7/9/2008 9:00:00 AM Leslie Shiner   BKP03 Payroll, Matching Principle, and Information Retrieval Understand additional basic general accounting, and see examples of these basic concepts in various Sage Master Builder windows. Income and expense Matching Principle Payroll concepts such as net, gross, burdened How to review and reconcile your work How to track/retrieve data BKP03 7/10/2008 9:00:00 AM Leslie Shiner   BKP04 Organization, Paper Flow, and Records Retention Develop standard operating procedures to help organize your office. BKP04 7/11/2008 9:00:00 AM Leslie Shiner Equipment   EQP01 Equipment Setup and Entry Determine which portions of the Equipment Management module are appropriate for your company. Then, you will learn how begin managing your equipment by setting up equipment ledger accounts, cost codes, and equipment vendor information. Finally, you will learn how to enter equipment information in the 8-3 Equipment window. EQP01 8/6/2008 7:00:00 AM Ronald Amrein   EQP02 Equipment Cost Recovery and Allocation Create cost recovery rates. Define Cost Recovery Calculate resource consumption values Enter costs of ownership Set up estimated use Enter costs of operation Analyze cost recovery rates Set billing rates Enter equipment usage for cost allocation to jobs Analyze equipment usage reports EQP02 8/7/2008 7:00:00 AM Ronald Amrein   EQP03 Equipment Payments and Depreciation Set up a piece of equipment to facilitate loan processing and depreciation posting Process equipment loan payments Post period depreciation Understand journal entries made by the loan payments system and the depreciation posting EQP03 8/8/2008 7:00:00 AM Ronald Amrein Estimating   EST41 Importing and Maintaining the Parts Database Incorporate and manipulate existing vendors' parts databases for use in Sage Master Builder. Identify what types of files may be imported Check a file for problems and consistency prior to importing Use 9-6 Add Parts/Update Prices to import and update vendors' files into your parts database Add more part information after importing from a vendor's file using 9-7 Update Database Delete unneeded parts EST41 8/19/2008 7:00:00 AM Ronald Amrein   EST51 Entering a Simple Takeoff Use the Sage Master Builder Takeoff to create and print a basic job estimate. Create a new job "on the fly" Customize the Takeoff grid Enter a simple "yellow pad" type of estimate Calculate, save, delete and import a Takeoff Use the Find and Notes functions of the takeoff screen Print the Takeoff Worksheet report EST51 8/19/2008 9:00:00 AM Ronald Amrein   EST52 Estimating: Parts & Classes Organize parts, and the basics of assemblies and classes. EST52 8/20/2008 7:00:00 AM Ronald Amrein   EST53 Estimating: Assemblies Create and modify assemblies using Sage Master Builder's 9-3 Assemblies window. EST53 8/21/2008 7:00:00 AM Ronald Amrein   EST54 Parts & Assemblies in Takeoffs, Markup Bring parts and assemblies into your takeoff, markup your estimate, manage sales tax, and add insurance and bonding to your takeoff. EST54 8/22/2008 7:00:00 AM Ronald Amrein   EST55 Bid Items & Phases; Recaps, Add-ons, and Summary Tab Create and use Bid Items, Phases, and Recaps as part of your estimate; and how to add special amounts to the takeoff bid. EST55 8/26/2008 7:00:00 AM Ronald Amrein   EST56 Updating Parts, Vendor Bid Requests and Exporting Update takeoff parts and round up extended quantities by minimum order quantities. Produce documents requesting prices from vendors. Manage estimates by creating bid request letters to vendors and then revising your takeoff with the updated prices. You will learn to export project budgets, change orders, proposals in different formats, purchase orders. Create subcontracts for specific vendors. EST56 8/27/2008 7:00:00 AM Ronald Amrein   EST57 Formula Basics Use formulas to alter the quantity and price of components of your Takeoff. Explain the differences between variables and constants Use math functions, including parenthesis The math and other rules governing formulas Enter basic formulas Create workable variable names Enter project values EST57 8/28/2008 7:00:00 AM Ronald Amrein   EST58 Advanced Formulas Use advanced formulas to make complicated calculations in your Takeoff. Build a roofing estimating system Create safe factoring for waste Create safe factoring for productivity Use formulas to switch between subcontracting and not subcontracting a portion of the work EST58 8/29/2008 7:00:00 AM Ronald Amrein General Ledger   GNL05 General Ledger: Monthly Audit, Reports, and Close Month Gain an understanding of General Ledger month-end processing. Learn how to: Audit accounting books Close accounting books for the month Post to a prior period Print month-end reports GNL05 7/17/2008 7:00:00 AM Constance Lawson GNL05 8/26/2008 11:00:00 AM Constance Lawson   GNL06 General Ledger: Close Fiscal Year Anyone involved in year-end reporting and closing will benefit from this thorough presentation of how to prepare for year-end, reports to review, audits to complete, how to close the books for the fiscal year, and how to make adjustments to the prior year after closing. This discussion includes: • When to make backup • How to audit your books • What tasks are performed by Close Books • Contents of the archive folder • Closing and removing completed jobs • Removing paid invoices • Voiding entries from the prior year • Modifying general ledger accounts • Considerations for Enterprise users GNL06 8/28/2008 11:00:00 AM Constance Lawson   GNL10 Checks and Deposits, Reconciliation and General Ledger Work Learn how to enter and print a check, enter a deposit, transfer funds between checking accounts; and enter, locate, correct, and void journal transactions. GNL10 7/18/2008 7:00:00 AM Constance Lawson GNL10 8/27/2008 11:00:00 AM Constance Lawson Inventory   INV01 Inventory Setup Particpate in this class to learn how to set up Sage Master Builder Inventory and how to enter beginning inventory balances. Topics include: The purpose, benefits, and costs of inventory Selecting an inventory valuation method Setting up inventory locations Setting up inventory parts Entering beginning balances of inventory INV01 8/12/2008 11:00:00 AM Jim Cumming   INV11 Inventory Allocation Students will learn about the Inventory Allocation window, and how to enter inventory allocations to record changes in inventory. After participating in this class, students will be able to: Move Inventory from one location to another Expense inventory used on a job Expense inventory used for internal purposes Adjust for inventory shrinkage quantity Adjust for inventory value INV11 8/13/2008 11:00:00 AM Jim Cumming   INV12 Inventory Reports, Ordering & Receiving This class is designed to help you use Sage Master Builder's Inventory module to maintain your company's inventory. Learn how to order parts, record the receipt of parts, and track your inventory using reports. INV12 8/14/2008 11:00:00 AM Jim Cumming Job Costing   CST02 Over/Under Billings and Bonding Reports Find out how to utilize the Over/Under Billings and Bonding reports. Learn how to make adjustments that affect these reports. CST02 7/9/2008 9:00:00 AM Donna Caswell CST02 8/20/2008 7:00:00 AM Jim Cumming   CST21 Budgets, Proposals, Job Cost Reports and Project Work Center In this class, you will learn how to set up budgets and proposals, and how budgets affect job cost reports. Find out what job cost reports are most helpful for various company members. Additionally, you will learn how to benefit from the project work center's features. CST21 7/10/2008 9:00:00 AM Jim Cumming CST21 8/21/2008 7:00:00 AM Dana Scoggins Payroll   PYR02 Payroll Setup for Union / Certified Jobs Learn how to set up Payroll for union jobs and certified jobs. This course covers: Union and prevailing wage calculations Paygroups Benefit packages Job designations PYR02 8/1/2008 7:00:00 AM Denise Johnson   PYR03 Multi-State & Local Setup Learn how to set up Payroll for multi-state processing and local taxes. Topics include: Basic multi-state setup Advanced multi-state setup - using local payroll tax table Local payroll tax setup PYR03 8/5/2008 7:00:00 AM Denise Johnson   PYR04 Union and Certified Reports This class covers what you need to know to produce accurate union and certified payroll reports. Topics include: Timecard entry using Paygroups and Certified fields Union reporting Certified reporting PYR04 8/6/2008 7:00:00 AM Denise Johnson   PYR13 Advanced Timecards Use Sage Master Builder to perform advanced timecard and employee entry procedures. Enter hand-computed payroll records, bonus pay, and payroll advances Enter time to jobs for salaried employees and sole proprietors Accrue sick and vacation time on employees PYR13 8/7/2008 7:00:00 AM Denise Johnson   PYR14 Advanced Payroll Processing This class focuses on the following processing features: Direct deposit Posting payroll to the general ledger Calculating your federal and state payroll tax liabilities Voiding payroll records Using a payroll processing checklist PYR14 8/8/2008 7:00:00 AM Denise Johnson   PYR21 Payroll Quarterly Reports Learn how to prepare required federal and state quarterly reports. Topics include: Running and proofing a payroll audit Proofing general ledger balances Error correction Printing reports PYR21 8/12/2008 7:00:00 AM Denise Johnson   PYR51 Daily Payroll Learn how to enter your daily payroll and review daily payroll postings in preparation for processing. PYR51 8/13/2008 7:00:00 AM Denise Johnson Project Management   CHG01 Change Orders Create prime and subcontract change orders, and use the change order to create accounts receivable invoices. CHG01 7/18/2008 9:00:00 AM Kathy Gotzenberg CHG01 8/15/2008 7:00:00 AM Gwyl Wright   CST22 Reconciling Job Costs & Project Review Use Sage Master Builder to maintain balance between direct expense accounts in the general ledger and expenses recorded in job cost. Learn how to compare job costs with general ledger data, and how to make corrections. CST22 7/11/2008 9:00:00 AM Jim Cumming CST22 8/22/2008 7:00:00 AM Dana Scoggins   CTC01 Cost to Complete Utilize 6-8-1 Cost to Complete to calculate costs necessary to complete a project. CTC01 7/16/2008 9:00:00 AM Dana Scoggins CTC01 8/19/2008 7:00:00 AM Leslie Shiner   DMG01 Document Control I Manage written communication from your company using Sage Master Builder's Requests for Proposal, Requests for Information, Transmittals, Submittals, and Correspondence. DMG01 7/22/2008 9:00:00 AM Ronald Amrein DMG01 8/26/2008 7:00:00 AM Jim Cumming   DMG02 Document Control II Learn how to enter and utilize document-tracking information, including: Plan Distribution Daily Field Reports Punch Lists Hot Lists DMG02 7/23/2008 9:00:00 AM Ronald Amrein DMG02 8/27/2008 7:00:00 AM Jim Cumming   PCH01 Purchase Orders and Committed Costs Report Use Sage Master Builder to manage your purchase orders. In this class you will: Create purchase orders manually, from takeoffs, and from requests for proposal Apply Accounts Payable invoices to purchase orders Cancel quantities from an open purchase order Close completed purchase orders Review various purchase order reports Create a purchase order for inventory PCH01 7/17/2008 9:00:00 AM Dana Scoggins PCH01 8/12/2008 7:00:00 AM Janet Davis   SUB01 Subcontracts Use Sage Master Builder to enter and track subcontracts. Learn how to: Enter and print subcontracts Create accounts payable invoices that are related to subcontracts Print subcontract reports SUB01 7/15/2008 9:00:00 AM Dana Scoggins SUB01 8/13/2008 7:00:00 AM Leslie Shiner Reporting   FRM30 Advanced Report Printing and Queries This course covers advanced report printing and query techniques, including how to: E-mail, fax, and schedule reports Create, format, and print queries FRM30 8/14/2008 11:00:00 AM Janet Davis   FRM31 Report Writer 1: Simple Custom Reports Use Sage Master Builder Report Writer and the Report Writer Wizard to create, format, save, and print simple custom reports. FRM31 8/15/2008 11:00:00 AM Janet Davis   FRM32 Report Writer 2: Multi-Level Custom Reports Learn how to create more sophisticated custom reports. Topics include: Grouping and subtotaling reports Working with band lines Resetting forms and pages Printing reports from Sage Master Builder System report menus FRM32 8/19/2008 11:00:00 AM Janet Davis   FRM33 Report Writer 3: Modifying System Reports This course teaches you how to modify Sage Master Builder system reports. You will also learn how to export reports to Microsoft Excel and Word, and to PDF. FRM33 8/20/2008 11:00:00 AM Janet Davis   FRM34 Report Writer 4: Calculated Fields Learn when and how to use calculated fields. After completing this class you will be able to: Create new calculated fields Use operators and functions within calculated fields Use calculated fields in reports and form designs FRM34 8/21/2008 11:00:00 AM Janet Davis   FRM71 Form/Report Page Design 1: Basics Use Form/Report Page Design to customize existing forms. FRM71 8/12/2008 11:00:00 AM Janet Davis   FRM72 Form/Report Page Design 2: Page Options and Graphics Incorporate more sophisticated features into your forms and reports. Learn how to: Work with fields on your forms Import graphics into your form designs Create multiple-form designs Create multiple-page form designs FRM72 8/13/2008 11:00:00 AM Janet Davis Scheduling   SCH01 Scheduling Basics Learn the essentials of Scheduling, including how to: Create a task list Create a basic schedule View the Gantt chart in different scales Print a Gantt chart SCH01 7/15/2008 7:00:00 AM Ronald Amrein SCH01 8/1/2008 11:00:00 AM Kathy Gotzenberg   SCH02 Scheduling - Relationships & Critical Path When you complete this class you will be able to: Draw relationships on the Gantt Chart Set up non-work days Review the schedule Establish the Original Schedule dates. SCH02 7/16/2008 7:00:00 AM Ronald Amrein SCH02 8/5/2008 11:00:00 AM Kathy Gotzenberg   SCH03 Scheduling - Constraints & Resources Utilize some of Sage Master Builder's advanced scheduling features to more accurately plan a job. Learn how to: Use constraints in your schedule Assign resources Review the schedule Print subcontract Project Notices Export/import schedules SCH03 7/17/2008 7:00:00 AM Ronald Amrein SCH03 8/6/2008 11:00:00 AM Kathy Gotzenberg   SCH04 Scheduling - Phases & Reports Utilize some of Sage Master Builder's advanced scheduling features to better manage your job's schedule. Topics include: Schedule Recap Scheduling Job Phases Managing the Schedule Acceleration Scheduling Reports SCH04 7/18/2008 7:00:00 AM Ronald Amrein SCH04 8/7/2008 11:00:00 AM Kathy Gotzenberg Service Receivables   SRV20 Service Receivables - Setup Learn how to set up clients specifically for use within the Service Receivable module. At completion of this class, you will be able to: Distinguish between Accounts Receivable and Service Receivables Determine your needs for lists, user defined fields, and specific setup features Fully create a new client Create a location, equipment, and service contract for this new client Answer specific questions about the sample data SRV20 7/8/2008 7:00:00 AM Leslie Shiner SRV20 8/5/2008 9:00:00 AM Jim Cumming   SRV21 Service Receivables - Quotes and Work Orders Learn how to create quotes and work orders using menu option 11-2 Work Orders/Invoices/Credits. Students will experience each step of the work order process including: Recording the incoming phone call Locating the client's record Completing the work order or quote Saving and printing the work order or quote SRV21 7/9/2008 7:00:00 AM Leslie Shiner SRV21 8/6/2008 9:00:00 AM Jim Cumming   SRV22 Service Receivables - Dispatching Participate in this class so that you can: Setup and customize the Dispatch Board for your company Dispatch work orders onto the Dispatch Board Manipulate appointments, including moving, copying, and adjusting times Review the Calendar setup, view appointment types, and block out time for technicians who are unavailable SRV22 7/10/2008 7:00:00 AM Leslie Shiner SRV22 8/7/2008 9:00:00 AM Jim Cumming   SRV23 Service Receivables - Flat Rate Billing Complete this class to learn how to set up a flat rate billing system and print the flat rate book. SRV23 7/11/2008 7:00:00 AM Leslie Shiner SRV23 8/8/2008 9:00:00 AM Jim Cumming   SRV24 Invoices, Receipts, and Reports Gain experience in working with invoices and cash receipts in Service Receivables. Students will learn how to: Create an invoice either from an existing work order or from scratch. Add markups to an invoice. Set the billing amount to a fixed value. Follow each step of invoice processing, from posting invoices to recording payments. Print an invoice. Enter cash receipts against invoices. Work with underpayments and overpayments. Create multiple work orders and invoices. SRV24 7/11/2008 11:00:00 AM Leslie Shiner SRV24 8/8/2008 11:00:00 AM Jim Cumming Special Billing   LDR01 Loan Draw Request This class covers the fundamentals of creating, processing, updating, and managing loan draw requests. LDR01 7/22/2008 9:00:00 AM Kathy Gotzenberg LDR01 8/27/2008 11:00:00 AM Kathy Gotzenberg   PRB01 Progress Billing Learn how to set up, process, and manage progress billing. Upon class completion, students will be able to: Import a schedule of values from a budget or proposal Create a progress bill manually Update from job costs Update from change orders Enter/alter current amounts Print a progress bill Update to accounts receivable PRB01 7/23/2008 9:00:00 AM Janet Davis PRB01 8/28/2008 11:00:00 AM Kathy Gotzenberg   TIM01 Time & Materials Billing This class covers the set up and processing for time and material billing. Topics include: Fundamental T&M billing setup Wage and equipment rate tables How to compute and print billing Reviewing and editing job costs Posting and voiding a T&M invoice TIM01 7/31/2008 11:00:00 AM Donna Caswell   UNB01 Unitary Billing This class offers students the opportunity to learn how to set up, process, and manage unitary billing. UNB01 8/1/2008 11:00:00 AM Dana Scoggins