Eyre Business is pleased to announce we are hosting Nikki Hannaford of Hannaball Rural Computing Services, for a series of Phoenix workshops from Wednesday 23rd August to Friday 25th August.
There will be a Phoenix Essentials + Intro to Payroll workshop; Phoenix Advanced workshop; and Phoenix Budgeting workshop. Details of each topic can be found below.
Price per person per workshop is $330.
If you are a Phoenix user or an existing client of Nikki’s and are interested in attending please contact Nikki directly at hannaball@bigpond.com; (08) 8847 2310; or 0419 831 178.
If there is sufficient interest a Phoenix Intro workshop and separate Payroll workshop can also be run.
Phoenix Essentials Workshop – Wednesday 23rd August
This workshop covers the essential information you need to setup and run Phoenix to complete a BAS.
- Phoenix tips & shortcuts,
- Setting up accounts, categories, GST and enterprises,
- Basic Data Entry
- Using Bank feeds
- Reconciliations,
- GST Returns – Filling in the BAS
- Diesel Fuel rebates
- File Library – uploading invoices
- Scheduling transactions & Backing up
- Intro to Phoenix Payroll
Phoenix Advanced Workshop – Thursday 24th August
Advanced is the next step beyond basic record keeping. It covers the linking of financial transactions to the full range of asset and liability accounts and produce up to date meaningful reports on the true status of the business. Some prior experience with Phoenix is useful but not essential.
- Review of setup and data entry & FAQ’s
- Reorganizing categories and accounts
- Using customer accounts – cash or accrual – reporting – ageing
- Produce customised Invoices
- Using Livestock & Commodity accounts – setup – linking entries – natural increase, deaths & rations
- Loan accounts – Capital Purchases – trade in’s – loan repayments
- File library – uploading and storing your documents
- EFT payments – uploading an ABA file to your bank
- Diesel fuel rebate setup & reports
- Downloading bank statements and auto reconciling
- Live Bank Feeds
Phoenix Budgeting Workshop – Friday 25th August
If you want to know how to do a budget this workshop is for you. We start from scratch and cover how to use the budgeting module from basics to the more detailed planning tables.
- Budgeting Basics
- Actual Cashflows
- Projected Budgets
- Budget worktables
- Budget Planning tables
- Budget Comparisons with your cashbook