Tech Support
1-800-835-9609
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Administration, Accounting,
Payroll
EDUCATIONAL COURSES for the Heavy Duty Trucking and
Automotive Industry. Software Training for payroll, inventory, business
management, bookkeeping, accounts receivable, general ledger, reports,
tax tables, parts and labor and more. Also training on our touchscreen
Time Clock software.
ADMINISTRATION
| System
Setup |
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# xxxxx (1 hour)
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| Our specialist will help
you better understand the options available under the E System
Setup area of PTM. This class includes setting up footers on
invoices and workorders, statement information, company information,
options of using the Point-of-Sale operations, and tax area
setup. |
| Software
Familiarization (Quickstart) |
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# xxxxx (3 hours)
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BACK
TO TOP |
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Our specialist will take you and your personnel through this
course and give overview of the PTM software.
Instruction will include basic point-of-sale operations and
setup along with basic daily bookkeeping procedures.
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| Report
Discovery |
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# xxxxx (2 hours)
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BACK
TO TOP |
| This class is specifically
user defined. In these sessions we enterprise to find the reporting
needs of the user. In this discovery process we anticipate the
current as well as the future needs of the company. These report
items include forecasting customer inventory, projected special
needs, and rate of return needed per customer. |
| Variable
Administration Time |
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# xxxxx (4 hours)
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BACK
TO TOP |
| This time is to help
with micro-managing and attenuating specific needs you may have
in specific areas of the PTM program. This scheduled time is
follow up and walk through of step by step processes after a
training course is taken or simply to aid in any learning process
or advanced education. This hands on process can be done over
the telephone or live interactive via PC AnyWhere. This time
can also be used to help generate monthly financials, load beginning
or mid-year totals, etc. Additionally, there may be other courses
that PLUSS Corporation offers that may interest you and these
funds can be used for those purposes as well. |
| Service
Reminders Training |
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# xxxxx (2 hours)
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BACK
TO TOP |
| This course is designed to instruct
you on how to properly utilize the service reminders area in
PTM. Benefits include notifying your customers in a timely fashion
when service is due, whether it is one vehicle or many in a
fleet. |
ACCOUNTING
| General
Ledger Analysis & Setup |
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# xxxxx (X hours)
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BACK
TO TOP |
| This service includes
close examination, revision, and analysis of your current Chart
of Accounts. After consultation, PLUSS Specialist Judy
Peterson will build a customized, departmentalized GL specifically
for your company to maximize tracking and reporting of financial
information. |
| Bookkeeping
Setup & Administration |
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# xxxxx (3 hours)
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BACK
TO TOP |
| This education and administration
time is designed to setup and administer necessary information
into the system. Included are: setting up accounts payable,
vendor and supplier codes, attaching vendors to General Ledger
account numbers, setup of customers and accounts receivables,
setup of tax areas, and input of beginning balances. Each step
listed above includes administrative and detail setup and follow
up by our PLUSS Accounting specialist. |
| Bookkeeping
Flow |
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# xxxxx (5 hours)
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BACK
TO TOP |
| Our Specialist will help
office personnel understand day-to-day maintenance of the accounting
side of PTM. The course covers income & receivables, crediting
customers, J. Deposits, sales ledger and activity reports, balancing
finances, vendor maintenance, verify income, statements, account
distribution breakdown, paying invoices, check maintenance,
using the check register and adjustment functions, GL adjustment
functions, and bank reconciliation. |
| Accounts
Receivables Training |
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# xxxxx (1.5 hours)
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BACK
TO TOP |
| Our Specialist will explain the intricacies
of managing charge customers, including correcting mistakes
made at the point-of-sale and recording partial credits on account. |
PAYROLL
| PTM
Payroll Training |
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# xxxxx (4 hours)
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BACK
TO TOP |
| The objective of this
training is to reduce the learning curve for new users so they
can be actively using the Payroll module as quickly as possible.
This course will include federal and state tax table on diskette
for loading right into your system. Specialist Lori Lee reduces
the time to run payroll by actually assisting your office personnel
run the first payroll. |
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Did You Know?...
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| … at the point of sale you can find out if
a part you do not have in stock is used in a kit simply with the
touch of a key? Pluss, you can find what kit(s) it is used in.
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