BroadPoint offers an extensive selection of courses to suit your needs. In addition to maintaining a regular schedule of the courses below, BroadPoint also offers customized training solutions at the location of your choice.

Click on the Course Name below for course details, scheduled dates and registration information.

This course is designed to get you started on the road to Crystal Report writing for the iMIS database application. We will teach you the basics of table joins, how to create your links to the appropriate database, how to select tables and fields to meet your specific report needs, how to sort, group, and summarize your records, how to use customize your reports with parameter fields, how to use an iMIS Crystal report as a model for a new and improved version, and how to link your new reports to the iMIS menu. This class can be followed by the Beyond the Basics class to take your skills to a higher level.
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This course presents specific information about the implementation and use of Crystal Reports Version 9.0. In addition, there is general information on the processes of receiving and translating user requests into effective report designs. From an overview perspective, you will understand the structure and purposes of database configurations and the methods by which Crystal Reports is able to connect with and draw data from your Microsoft Business Solutions financial management application.
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This course is designed to enhance your basic iMIS Crystal Report writing skills with knowledge about formulas, conditional formatting, adding cross-tab objects to your reports, and other more advanced topics.
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All database applications need care and feeding (and occasional housekeeping), and iMIS is no exception. This class contains instructions for 'buffing' your data by using the iMIS utility programs, using the various Name and Activity import utilities to enhance your database and increase its value, using the various authorization methods in iMIS to limit/grant access, adding your own client-specific fields and tabs, and much more!!
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FRx I teaches you the important functionality and basic report design you need to realize immediate benefits from FRx. Even if you have experience using FRx to create reports, you will learn new reports and methods to distribute and analyze your company financial information.
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FRx II teaches you complex FRx techniques necessary to create a comprehensive suite of financial and management reports.
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This course explores the accounting cycle and the processes required to manage cash receipts, cash disbursements, and other transactions that affect checkbook balances. This course will show you how to perform the reconciliation process, ensuring accuracy of your financial data, and its relation to your financial institution.
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The two-day Microsoft Dynamics GP Business Portal course explores the installation and setup required to manage Business Portal.
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This hands-on course is specifically designed for Microsoft Dynamics GP (Great Plains) customers. As an attendee, you will gain an in-depth understanding of the Fixed Assets module. You will become familiar with setup instructions that will assist you in preparing the Fixed Assets module for data entry. During the course, you will create and maintain asset records as well as perform tasks such as assets transfers, depreciation and retirement. You will be asked to complete everyday accounting tasks to help familiarize you with the product in every way. You will receive an overview of asset inquiries, reports, year end processes, and file maintenance.
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This course explores the accounting cycle and the processes required to enter financial data into the system. As well, this course will show you how to perform additional functions such as account reconciliation, budgeting, allocation, period-end and year-end closing procedures.
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The one day Microsoft Dynamics GP General Ledger II course explores the accounting cycle and the processes required to enter financial data into the system. As well, this course will show you how to perform additional functions such as intercompany transactions, using organizational structures, account level security, and year-end closing procedures. A thorough understanding of these topics allows you to streamline monthly and year-end closing processes by learning how to automate routine activities such as reports. In addition, processes and functions that can increase efficiency and accuracy in the daily procedures will be explored. This course will also teach you how to maximize your reporting and analysis capabilities with inquiries and reports that can be customized to meet your specific business needs. You will learn tips for troubleshooting and maintaining data integrity.
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Tracking and analyzing employee and benefit-related information is becoming increasingly important in today’s business environment. And there’s no better way to accomplish both than by using the Human Resources modules. This comprehensive course will provide you with an in-depth view of the extensive functionality contained within Human Resources. Besides learning the functionality, you’ll learn setup as well as tips and techniques for a successful implementation of this powerful module.
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This comprehensive course provides an in-depth view of the extensive functionality within the Human Resources and Payroll applications. Besides learning the functionality, you will also review tips and techniques that can help make an implementation successful, and you will gain a thorough understanding of the HR and Payroll applications and its capabilities. The course covers the setup of the Payroll and Human Resources modules. It covers the processing of Payroll checks, and the everyday tracking of Human Resources. It also covers the Applicant functionality found in Human Resources so you can track the necessary information to hire quality employees. The class also discusses the Attendance functionality which can be used to track employee attendance and absences using time codes. The integration of Payroll and Human Resources is also a focus of this class.
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Integration Manager is a safe, easy way to import business data into your Great Plains solution. But are you using Integration Manager most effectively? Find out that, and much more, when you take this fact-packed course.
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This course explores all aspects of the Inventory module from the initial setup of inventory items and the multiple methods of valuation supported, to the types of inventory transactions available and the tight integration to the Purchase Order Processing and Sales Order Processing modules.
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this Payables Management course delves into the accounting cycle and the processes required to enter vendor invoices and process checks. As well, this course will show you how to perform additional functions such as adjustments, prepayments, month-end closing, and cash flow control.
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The one-day Microsoft Dynamic GP Payables Management II course explores the accounting cycle and the processes required to enter financial data into the system. As well, this course shows you how to perform additional functions such as intercompany transactions, using multidimensional analysis and year-end closing procedures. A thorough understanding of these topics allows you to streamline monthly and year-end closing processes by learning how to automate routine activities such as reports. You will learn tips for troubleshooting and maintaining data integrity. This course also teaches you how to maximize your reporting and analysis capabilities with inquiries and reports that can be customized to meet your specific business needs.
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This course will help familiarize Customers with the intensive setup processes within Payroll. Students will also go through a payroll run and generate checks for a small group of employees. An overview of the vast reporting and inquiry capabilities and a discussion of period-end and year-end procedures will also be included.
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The 3-day Microsoft Dynamics GP Project Accounting course explores project management from an accounting perspective. This course teaches you how to create Contracts, Projects, and Cost Categories, and you receive information about how to budget. You also learn how to enter costs for projects and perform both Time & Materials and Progress Billing. During this class, we discuss nearly every feature in the Project Accounting module. This course will also teach you how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and lookup functions.
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This course explores the details for the purchasing module from how to enter simple purchase orders with minimal to very detailed information based on your own business rules.
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This course develops in-depth knowledge of the accounting functionality available in the module of Receivables Management. You will be simulating the setups you will encounter when setting up your system. You will be prepared to handle tasks such as creating and setting up customer and salesperson accounts, handling daily and period-end procedures, and developing problem-solving techniques.
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The one-day Microsoft Dynamics GP Receivables Management II course explores the accounting cycle and the processes required to enter financial data into the system. As well, this course shows you how to perform additional functions such as Refund Checks, using National Accounts, Multidimensional Analysis and year-end closing procedures. A thorough understanding of these topics allows you to streamline monthly and year-end closing processes by learning how to automate routine activities such as reports. You will learn tips for troubleshooting and maintaining data integrity. This course also teaches you how to maximize your reporting and analysis capabilities with inquiries and reports that can be customized to meet your specific business needs.
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This in-depth course shows you how Report Writer can be used to customize reports to best meet your needs. With Report Writer, learn how to modify existing reports or create custom reports to maximize the information you receive from the accounting system. Financial statements are not formatted using Report Writer, and will not be covered in this course.
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This Sales Order Processing class explores the accounting cycle and the processes required to enter and ship sales orders. This course will show you how to easily manage the life-cycle of your customer’s order from the initial quote to the shipment documentation and final invoicing. You learn how to perform additional functions, set up process holds for quality assurance, and link order documents to purchase orders.
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The one-day Foundation course explores the basic elements of Microsoft Dynamics GP. Topics covered during this session include: system and company setup procedures, how to use key reports and inquiries, how to use SmartList to expand inquiry and analysis capabilities, business alerts, process server and tips for the user to personalize shortcuts and checklists to streamline business practices.
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The one-day System Manager II course expands on the basic topics covered in the Microsoft Dynamics GP Foundation I class. Topics covered during this session include: system setup procedures, data flow, how to use key reports and inquiries, how to use SmartList to expand inquiry and analysis capabilities, and tips and troubleshooting techniques to ensure the integrity of your financial data.
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Designed for Controllers, CFOs and Accounting Managers using Microsoft Dynamics GP – (Great Plains), this half-day seminar provides detailed instruction on how to close subsidiary and general ledgers at the end of the fiscal or calendar year. Also, find out how to start-up the new fiscal year, continue to make adjustments to the previous fiscal year, and provide a secure accounting environment during the transition of fiscal periods.
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Designed for finance executives using Microsoft Dynamics GP who can't attend the live classroom GP Year End class, this 3 hour webcast seminar provides detailed instruction on how to close subsidiary and general ledgers at the end of the fiscal or calendar year. Also, find out how to start-up the new fiscal year, continue to make adjustments to the previous fiscal year, and provide a secure accounting environment during the transition of fiscal periods.
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This class provides valuable information about the iMIS accounting processes and their interaction with other iMIS commerce modules—Billing, Events, Expo, Orders, and Fund Raising. The course will focus on the AR/Cash module, which provides the central cash receipt and accounts receivable tracking utility for all iMIS commerce modules. All accounting-related entries flow through and are managed by the AR/Cash module.
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