General Ledger Sessions

Everyone is likely to come away with something that will make his or her Multiview life a little easier after this session. Learn the shortcuts that can save you time and make you even more effective.

This class takes you through the entire General Ledger Process from data entry to reporting and inquiry. You do not need to have any Multiview experience to take this class.

Allocations can be performed a number of different ways using Multiview tools. Let us show you how to utilize the Multiview allocation tool and avoid calculating allocated amounts off-line and re-keying them into General Ledger.

Learn how Multiview’s unit/account/project(s) structure will increase your reporting flexibility. Implementation of multiple project accounting is a decision to be made by company management.

User defined projects are business metrics whose values do not have to be validated against a pre-defined list of valid values. This class will show you how to configure, record information to, and report on user-defined projects.

An intensive session for more advanced Multiview users, this class will teach you how to build your own transaction detail reports in Multiview’s DAVID reporting tool.

Multiview has a variety of ways to help you record your budget information. This class will demonstrate these and give you some hands-on experience adding and analyzing budgets.

Accounts Payable Sessions

This class will discuss implementation strategies as well as demonstrate the use of workflow with external document management. Workflow is a higher-level topic requiring input and decisions from the supervisory/management level.

Anyone who knows how to use Excel can build an interface and this class will prove it to you. Excel interfaces are used by many Multiview clients to eliminate re-keying by automatically recording such entries as depreciation and payroll. Learn their tricks.

You can reconcile your banks on-line using Multiview Accounts Payable’s Bank Reconciliation module and we’ll show you how.

Learn how to configure your system to record 1099 information and produce 1099 files for government filing.

This class covers the Accounts Payable cycle in Multiview, from entering vouchers and running checks to inquiry, reporting and bank reconciliation.

Learn how to process employee expenses and advances more efficiently by using Multiview’s Accounts Payable module.

DAVE Sessions

A hands-on course that gives you the ability to write and run reports and analyze reported data. After this session you will be able to create your own financial reports using DAVE.

This intensive hands-on class will demonstrate how to build and run simple financial reports in Multiview’s DAVE reporting tool.

This intensive hands-on class will continue where the Basic class left off, demonstrating how to build more complex reports and analyze reported data.

A continuation of CS DAVE Intermediate, this class will teach you how to manipulate data using CS DAVE reports.

A specialized class designed to assist companies whose reporting needs include the consolidation of multiple entities. This is an advanced topic for users with CSDAVE knowledge.

This class is directed to managers whose interest is in viewing and analyzing reports rather than building them. You will learn how to run reports for different time periods and drill down to analyze details.

Accounts Receivable Sessions

User defined fields in AR can be automated to contain a variety of useful information. Learn how by attending this class.

This class, geared toward credit and collections managers, will demonstrate how to utilize Multiview’s Credit Management tools. Learn how to take advantage of these tools to improve your collections function.

This class lets you try Multiview’s Deferred Revenue processing and includes a demonstration of deferred revenue recognition using events or schedules.

This class covers the Accounts Receivable cycle in Multiview, from recording invoices and payments to generating interest charges and running customer statements.

Fixed Asset, Inventory and Purchasing Sessions

This class covers Fixed Asset processing and includes recording purchases, transfers and dispositions as well as generating depreciation.

This class covers processing within inventory, including warehousing, requisitioning products and replenishing stock.

This session provides an overview of fixed asset reporting and inquiry tools and views to help you accomplish your fixed asset reporting requirements.

A class covering database connectivity, ad hoc query and reporting tools and pivot tables.

A discussion of non-financial metrics and projections tools.

An advanced discussion of tax attributes, tax calendars, tax transactions, compliance reporting and tax planning opportunities.

This class covers the gamut of purchase order processing including requisitions, orders and receipts.