Financial Management

Getting to Know the OneSite Accounting Financial Report Writer (Introductory Level)
Monday, July 21, 2014 | 2:00 P.M. to 3:15 P.M.

Attend this enlightening session to learn how to use the OneSite Accounting Financial Report Writer to create and modify custom financial reports. This is an introductory level session and assumes that you are new to the Financial Report Writer. You will learn how to create new reports from scratch and modify existing reports with ease with our guided layouts. We’ll cover all the basics including account groups and report setup. You will also learn time-saving tips and tricks, such as how to copy and paste formatting from one report to another.

Best Practices Using OneSite Accounting
Tuesday, July 22, 2014 | 8:00 A.M. to 9:15 A.M.

Join our expert OneSite Accounting team as they explore the best practices that can save you time, reduce headaches and eliminate mistakes. We will be discussing practical solutions and best practices that can be employed using OneSite Accounting to streamline your workflow and increase your productivity to yield improved results for you and your accounting staff. Discussion topics will cover best practices with Accounts Payable processing, cash management and month-end closing. You will also learn best practices using our industry-specific add-on applications for OneSite Accounting, as well as other time-saving tips and tricks.

Forecasting 101: Taking the Pain Out of Forecasting
Tuesday, July 22, 2014 | 10:45 A.M. to 12:00 P.M.

Do you dread, or even worse, avoid creating forecasts each quarter or at the end of the year? Fear no more! Designed for prospects or users, we’ll show you how to reduce your forecast set-up time to just 15 minutes. Join us as we share tips on how to optimize decision-making with forecasts that combine operational and financial data; maximize analysis by combining metrics that drive your business; and use multiple forecast versions to analyze performance and what-if scenarios. You’ll leave this session with the tools you need to identify potential revenue risks and identify income/expense drivers so you can outperform the market.

Getting the Most Out of OneSite Accounting Financial Report Writer (Intermediate Level)
Tuesday, July 22, 2014 | 1:45 P.M. to 3:00 P.M.

Attend this enlightening session to learn new ways to use OneSite Accounting to enhance your financial reporting capabilities. We will be discussing best practices with our Financial Report Writer tool which greatly increase usability and flexibility to create more sophisticated financial reports. This is an intermediate level session that assumes you have a working knowledge of the Financial Report Writer and how to setup and modify your own financial reports. You will also learn some advanced time-saving tips and tricks using matrix reporting and dimensions.

Subject to change at any time and without notice.