SOC 1 Type 11 Reporting

Premier Services Perk: Informative Web-Based ERP Training Sessions

SMB Suite delivers exceptional training and support to maximize your ERP software investment. Our Premier Services clients enjoy a host of in-depth, extensive training sessions on the SMB ERP offering. CPE credit may be available. Please contact support@smbsuite.com for more information regarding CPE credit.

Year End Close

Year End Close

January 2, 2019 1:00 PM CDT

Year End Close Training is a walkthrough of the basic steps and information needed to close year end in Dynamics GP.

Payroll Year End Close

Payroll Year End Close

January 4, 2019 1:00 PM CDT

Payroll Year End Training will walk through the basic steps of closing out payroll for year end in Dynamics GP.

1099 Year End Process

1099 Year End Process

January 8, 2019 11:00 AM CDT

1099 Year End Training walks through all the steps necessary for processing your 1099's after your AP close.  Training discusses how 1099's are calculated in GP, how a vendor is setup for 1099's, how to process edit reports and compare your totals with SmartList, and how to update 1099 information for a vendor or specific transaction.

Year End Close

Year End Close

January 11, 2019 11:00 AM CDT

Year End Close Training is a walkthrough of the basic steps and information needed to close year end in Dynamics GP.

Year End Close

Year End Close

January 16, 2019 1:00 PM CDT

Year End Close Training is a walkthrough of the basic steps and information needed to close year end in Dynamics GP.

1099 Year End Process

1099 Year End Process

January 18, 2019 1:00 PM CDT

1099 Year End Training walks through all the steps necessary for processing your 1099's after your AP close.  Training discusses how 1099's are calculated in GP, how a vendor is setup for 1099's, how to process edit reports and compare your totals with SmartList, and how to update 1099 information for a vendor or specific transaction.

1099 Year End Process

1099 Year End Process

January 22, 2019 11:00 AM CDT

1099 Year End Training walks through all the steps necessary for processing your 1099's after your AP close.  Training discusses how 1099's are calculated in GP, how a vendor is setup for 1099's, how to process edit reports and compare your totals with SmartList, and how to update 1099 information for a vendor or specific transaction.

General Ledger

General Ledger

January 29, 2019 1:00 PM CDT

Dynamics GP General Ledger training is a high level walk-through of maintaining the chart of accounts, Posting to GL accounts and modifying as well as entering transactions.

1099 Year End Process

1099 Year End Process

January 31, 2019 1:00 PM CDT

1099 Year End Training walks through all the steps necessary for processing your 1099's after your AP close.  Training discusses how 1099's are calculated in GP, how a vendor is setup for 1099's, how to process edit reports and compare your totals with SmartList, and how to update 1099 information for a vendor or specific transaction.

POP - Purchase Order Processing

POP - Purchase Order Processing

February 1, 2019 11:00 AM CDT

Purchase Order Processing with walk through from beginning to end the process of entering purchase orders, and how they flow through Dynamics GP.  This will include setting up and receiving purchase orders.  Training will also touch on how PO's are linked to sales orders.

Bank Reconciliation

Bank Reconciliation

February 5, 2019 1:00 PM CDT

Dynamics GP Bank Reconciliation training will walk you through which transactions are associated with bank recon, how to void receipts and enter transfers.  Training will also review entering miscellaneous checks, reconciling the bank statement and different reports that you can utilize within Dynamics GP.

Inventory

Inventory

February 15, 2019 11:00 AM CDT

Dynamics GP Inventory Management is a high level overview of inventory, entering items and maintaining them.  Training also will touch on reports that are available within GP.

Fixed Assets

Fixed Assets

February 19, 2019 1:00 PM CDT

Dynamics GP Fixed Assets training will walk through how to setup your asset, maintain them and run depreciation.

Payables Management

Payables Management

February 22, 2019 1:00 PM CDT

Dynamics GP Payables Management will walk you through detailed instructions on setting up vendors, paying vendor invoices and processing check runs.  This training will also touch on various reports within GP relating to Payables Management.  This is a high level training overview.

Printing a Check Run in GP

Printing a Check Run in GP

February 28, 2019 11:00 AM CDT

Printing a Check Run in GP will walk you through the entire process of printing a check run in GP from creating your batch, selecting your checks, editing the check batch and printing.  This class will also review reprinting and posting, as well as printing a check from a transaction for single use checks.

Receivables Management

Receivables Management

March 1, 2019 11:00 AM CDT

Dynamics GP Receivables Management will walk through instructions on setting up customers, processing payments received and the various reports within GP relating to Receivables Management.  This is a high level training overview.

Using the Reconciliation to GL Tool

Using the Reconciliation to GL Tool

March 7, 2019 1:00 PM CDT

Reconcile to GL is a tool within GP that will aide you in helping find out of balance transactions that may affecting your trial balance.  Use this tool to help find discrepancies in your postings that are causing out of balances with the GL.

SOP - Sales Order Processing

SOP - Sales Order Processing

March 12, 2019 11:00 AM CDT

Sales Order Processing will walk through the sales order process from quote to invoicing of a customer, and how the process flows through Dynamics GP.

SmartList Overview

SmartList Overview

March 19, 2019 1:00 PM CDT

SmartList Overview walks through how to run a SmartList, enter and delete new columns, enter search criteria and how to save a favorite SmartList in your list.

Integration Manager

Integration Manager

March 29, 2019 11:00 AM CDT

Integration Manager for GP will walk you through how to upload data from an outside source into Dynamics GP through Integration Manager, for a basic journal entry.  This is a high level training overview.

Receivables Management

Receivables Management

March 31, 2019 11:00 AM CDT

Dynamics GP Receivables Management will walk through instructions on setting up customers, processing payments received and the various reports within GP relating to Receivables Management.  This is a high level training overview.

1099 Year End Process

1099 Year End Process

December 31, 2018 11:00 AM CDT

Year End Close

Year End Close

December 28, 2018 1:00 PM CDT

SOP - Sales Order Processing

SOP - Sales Order Processing

December 21, 2018 1:00 PM CDT

1099 Year End Process

1099 Year End Process

December 20, 2018 11:00 AM CDT

Year End Close

Year End Close

December 19, 2018 11:00 AM CDT

Payroll Year End Close

Payroll Year End Close

December 18, 2018 11:00 AM CDT

1099 Year End Process

1099 Year End Process

December 14, 2018 1:00 PM CDT

Payroll Year End Close

Payroll Year End Close

December 13, 2018 1:00 PM CDT

Year End Close

Year End Close

December 10, 2018 1:00 PM CDT

Year End Close

Year End Close

December 7, 2018 11:00 AM CDT

POP - Purchase Order Processing

POP - Purchase Order Processing

December 5, 2018 11:00 AM CDT

1099 Year End Proces

1099 Year End Proces

December 4, 2018 11:00 AM CDT

Year End Close

Year End Close

November 30, 2018 1:00 PM CDT

1099 Year End Process

1099 Year End Process

November 27, 2018 1:00 PM CDT

Year End Close

Year End Close

November 26, 2018 11:00 AM CDT

1099 Year End Process

1099 Year End Process

November 20, 2018 11:00 AM CDT

Payroll Year End Close

Payroll Year End Close

November 19, 2018 11:00 AM CDT

Year End Close

Year End Close

November 16, 2018 1:00 PM CDT

Integration Manager

Integration Manager

November 15, 2018 1:00 PM CDT

1099 Year End Process

1099 Year End Process

November 14, 2018 1:00 PM CDT

1099 Year End Process

1099 Year End Process

November 9, 2018 11:00 AM CDT

Payroll Year End Close

Payroll Year End Close

November 7, 2018 1:00 PM CDT

Fixed Assets

Fixed Assets

November 6, 2018 11:00 AM CDT

GP Receivables Management

GP Receivables Management

November 2, 2018 1:00 PM CDT

Year End Close

Year End Close

November 1, 2018 1:00 PM CDT

GP Payables Management

GP Payables Management

October 30, 2018 11:00 AM CDT

GP Back Reconciliation

GP Back Reconciliation

October 19, 2018 11:00 AM CDT

General Ledger

General Ledger

October 2, 2018 1:00 PM CDT

SOP - Sales Order Processing

SOP - Sales Order Processing

September 28, 2018 11:00 AM CDT

POP - Purchase Order Processing

POP - Purchase Order Processing

September 11, 2018 11:00 AM CDT

Inventory

Inventory

September 5, 2018 1:00 PM CDT

Integration Manager

Integration Manager

August 31, 2018 1:00 PM CDT

Fixed Assets

Fixed Assets

August 21, 2018 11:00 AM CDT

GP Smartlist Overview

GP Smartlist Overview

August 17, 2018 1:00 PM CDT

GP Bank Reconciliation

GP Bank Reconciliation

August 8, 2018 1:00 PM CDT

General Ledger

General Ledger

July 31, 2018 11:00 AM CDT

GP Receivables Management

GP Receivables Management

July 24, 2018 11:00 AM CDT

Printing a Check Run

Printing a Check Run

July 11, 2018 1:00 PM CDT

GP Smartlist Overview

GP Smartlist Overview

July 06, 2018 1:00 PM CDT

GP Payables Management

GP Payables Management

July 03, 2018 11:00 AM CDT

GP Bank Reconciliation

GP Bank Reconciliation

June 29, 2018 11:00 AM CDT

GP Integration Manager

GP Integration Manager

March 13, 2018 11:00 AM CDT

Fixed Assets

Fixed Assets

March 21, 2018 1:00 PM CDT

SOP - Sales Order Processing

SOP - Sales Order Processing

March 30, 2018 1:00 PM CDT

GP Receivables Management

GP Receivables Management

April 3, 2018 11:00 AM CDT

GP Bank Reconciliation

GP Bank Reconciliation

April 11, 2018 1:00 PM CDT

GP Payables Management

GP Payables Management

April 17, 2018 11:00 AM CDT

GP Smartlist Overview

GP Smartlist Overview

April 27, 2018 1:00 PM CDT

Dynamics GP Fixed Assets

Dynamics GP Fixed Assets

May 4, 2018 1:00 PM CDT

GP Integration Manager

GP Integration Manager

May 9, 2018 1:00 PM CDT

Dynamcis GP - Printing a Check Run

Dynamcis GP - Printing a Check Run

May 18, 2018 1:00 PM CDT

GP General Ledger

GP General Ledger

June 1, 2018 1:00 PM CDT

POP - Purchase Order Processing

POP - Purchase Order Processing

June 6, 2018 1:00 PM CDT

SOP - Sales Order Processing

SOP - Sales Order Processing

June 15, 2018 1:00 PM CDT

Dynamics GP - Using Reconcile to GL Tool

Dynamics GP - Using Reconcile to GL Tool

June 19, 2018 11:00 AM CDT

Year End Close Training

Year End Close Training

January 26, 2018 11:00 AM CDT

POP - Purchase Order Processing

POP - Purchase Order Processing

February 9, 2018 1:00 PM CDT

Bank Reconciliation

Bank Reconciliation

February 13, 2018 11:00 AM CDT

GP Payables Management

GP Payables Management

February 16, 2018 1:00 PM CDT

GP Smartlist Overview

GP Smartlist Overview

February 22, 2018 11:00 AM CDT

Dynamics GP Smartlist Overview

Dynamics GP Smartlist Overview

October 31, 2017 1:00 PM CDT

Dynamics GP Fixed Assets

Dynamics GP Fixed Assets

November 3, 2017 1:00 PM CDT

1099 Year End Training

1099 Year End Training

November 7, 2017 11:00 AM CDT

Payroll Year End Training

Payroll Year End Training

November 8, 2017 11:00 AM CDT

Year End Close Training

Year End Close Training

November 10, 2017 11:00 AM CDT

Year End Close Training

Year End Close Training

November 14, 2017 1:00 PM CDT

Integration Manager for GP

Integration Manager for GP

November 15, 2017 1:00 PM CDT

1099 Year End Training

1099 Year End Training

November 17, 2017 1:00 PM CDT

1099 Year End Training

1099 Year End Training

November 21, 2017 11:00 AM CDT

Year End Close Training

Year End Close Training

November 22, 2017 11:00 AM CDT

Year End Close Training

Year End Close Training

November 28, 2017 1:00 PM CDT

Payroll Year End Training

Payroll Year End Training

November 29, 2017 1:00 PM CDT

1099 Year End Training

1099 Year End Training

December 1, 2017 1:00 PM CDT

Dynamics GP Inventory Management

Dynamics GP Inventory Management

December 4, 2017 11:00 AM CDT

1099 Year End Training

1099 Year End Training

December 5, 2017 11:00 AM CDT

Payroll Year End Training

Payroll Year End Training

December 6, 2017 11:00 AM CDT

Year End Close Training

Year End Close Training

December 8, 2017 11:00 AM CDT

Year End Close Training

Year End Close Training

December 12, 2017 1:00 PM CDT

1099 Year End Training

1099 Year End Training

December 15, 2017 1:00 PM CDT

SOP - Sales Order Processing

SOP - Sales Order Processing

December 18, 2017 11:00 AM CDT

1099 Year End Training

1099 Year End Training

December 19, 2017 11:00 AM CDT

Payroll Year End Training

Payroll Year End Training

December 20, 2017 1:00 PM CDT

Year End Close Training

Year End Close Training

December 22, 2017 11:00 AM CDT

Year End Close Training

Year End Close Training

December 26, 2017 1:00 PM CDT

Dynamics GP Management Reporter

Dynamics GP Management Reporter

December 28, 2017 1:00 PM CDT

1099 Year End Training

1099 Year End Training

December 29, 2017 1:00 PM CDT

Year End Close Training

Year End Close Training

January 3, 2018 1:00 PM CDT

Dynamics GP Receivables Management

Dynamics GP Receivables Management

October 25, 2017 11:00 AM CDT

Dynamics GP Payables Management

Dynamics GP Payables Management

October 13, 2017 11:00 AM CDT

Dynamics GP Bank Reconciliation

Dynamics GP Bank Reconciliation

October 3, 2017 1:00 PM CDT

Dynamics GP General Ledger

Dynamics GP General Ledger

September 29, 2017 11:00 AM CDT

SOP - Sales Order Processing

SOP - Sales Order Processing

September 26, 2017 11:00 AM CDT

POP - Purchase Order Processing

POP - Purchase Order Processing

September 15, 2017 11:00 AM CDT

Dynamics GP Inventory Management

Dynamics GP Inventory Management

September 6, 2017 1:00 PM CDT

Integration Manager for GP

Integration Manager for GP

August 30, 2017 11:00 AM CDT

Dynamics GP Management Reporter

Dynamics GP Management Reporter

August 18, 2017 11:00 AM CDT

Dynamics GP Fixed Assets

Dynamics GP Fixed Assets

August 15, 2017 11:00 AM CDT

Dynamics GP Smartlist Overview

Dynamics GP Smartlist Overview

August 4, 2017 11:00 AM CDT

Dynamics GP Receivables Management

Dynamics GP Receivables Management

August 2, 2017 11:00 AM CDT

SOP - Sales Order Processing

SOP - Sales Order Processing

June 28, 2017 1:00 PM CDT

POP - Purchase Order Processing

POP - Purchase Order Processing

June 16, 2017 1:00 PM CDT

Dynamics GP Inventory Management

Dynamics GP Inventory Management

June 6, 2017 11:00 AM CDT

Integration Manager for GP

Integration Manager for GP

May 26, 2017 11:00 AM CDT

Dynamics GP Fixed Assets

Dynamics GP Fixed Assets

May 9, 2017 11:00 AM CDT

Management Reporter

Management Reporter

Mar 24, 2017 10:00 AM CDT

For Premier Services Clients.

Year End Close Training (8)

Year End Close Training (8)

Jan 26, 2017 11:00 AM CDT

1099 Year End Training (8)

1099 Year End Training (8)

Jan 24, 2017 11:00 AM CDT

Year End Close Training (7)

Year End Close Training (7)

Jan 19, 2017 01:00 PM CDT

Year End Close Training (7)

Year End Close Training (7)

Jan 19, 2017 01:00 PM CDT

1099 Year End Training (7)

1099 Year End Training (7)

Jan 17, 2017 01:00 PM CDT

Year End Close Training (6)

Year End Close Training (6)

Jan 12, 2017 11:00 AM CDT

1099 Year End Training (6)

1099 Year End Training (6)

Jan 10, 2017 11:00 AM CDT

Year End Close Training (5)

Year End Close Training (5)

Jan 5, 2017 01:00 PM CDT