Ultimate Business Systems
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Ultimate Business Systems

Below are 21 specialised movies that go together to form the Ultimate Help Series - Accounting in RegoWizard aimed at maximising the value of training while at the same time minimising the time spent training.

Learn about most aspects of the accounting in RegoWizard by following this tutorial group in order. In no time at all you will be able to accurately manage your business using correct accounting processes that are built into <b>RegoWizard</b>. You will also learn just how easy it is to stay on top of things from the accounting perspective.


Some Important Points:

· This group will take an absolute minimum time to finish of just under 5 hours.

· It is recommended that you stop and understand each point and process before moving on to the next.

· These movies include sound so it is recommended that you listen to them with your sound on.

Introduction

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Accounting –An Introduction
Running Time: 4 min 04 sec 		This is a view of the accounting in RegoWizard from the 10,000 foot level and shows you where you can access the various options in RegoWizard.
 

Payments

There are two movies in this group.

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Creditor Payments
Running Time: 10 min 22 sec 		Want to find out how to pay a creditors invoice that’s been previously entered? This movie will show you where to go and how to pay invoices already entered. Find out about the Creditors – Payments screen, how to select and already entered invoice to pay. Learn how to simply part pay an invoice be it a vehicle payment or and expense payment and also to alter an already entered invoice from the payment screen.

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Prompt Payments
Running Time: 10 min 23 sec 		Got a bill you just received and need to pay immediately? This video not only shows you how to enter in a bill and pay it at the same time but explains the difference between Creditor Payments and Prompt Payments. Further it introduces the concept of the “Cheque” section and the “Stub” section allowing you to pick who to pay and also what account to cost the expense to.
 

Creditor Cost Invoices

There are four movies in this group.

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Creditors Cost Invoices 1
– an Introduction
Running Time: 13 min 15 sec 		Find out about the basics of Creditor Invoices here. Discover the Creditors Cost Look up screen and how you can search and find already entered Invoices. Learn how to alter already entered invoices and enter new invoices. See the new invoices in the Creditors Payments window.

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Creditors Cost Invoices 2
– Adding Costs
Running Time: 14 min 29 sec 		This movie shows the different places and ways you can add a Creditors Cost Invoice into RegoWizard. Learn that adding a cost directly onto a vehicle via the Stock Lookup screen is the same as adding an invoice via the Creditors Cost Invoice menu option...

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Creditors Cost Invoices 3
– Choosing How to Add an Invoice
Running Time: 9 min 35 sec 		Everyday you will receive Invoices from suppliers you have accounts with. You need to know how to cost these. This video will point out how to identify what account you put the Invoice to – could be on a vehicle or it could be a general purpose expense. Find out how to tell and how to apply the invoice here!

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Creditor Cost Invoices 4
– Advanced Journal View
Running Time: 5 min 00 sec 		This video focuses directly on an overview of how RegoWizard works with the automatic journals it creates both from the Add Cost perspective and the Creditor Cost Invoice Perspective. They are the same but each method has a limitation on account selection – Find out what these limitations are here.

 

Non Vehicle Sales Invoices

There are two movies in this group.

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Non Vehicle Sales Invoices
Running Time: 7 min 08 sec 		Got an area of your business that sells something? Find out how to create an invoice for that item or service you are selling other than a vehicle here. This movie shows how to create the invoice, where to allocate it to and how to print it off. Finally it shows you that once created, it appears in the Bank Deposits screen and can be banked against.

 

 

 

Bank Deposits

There are two movies in this group.

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Bank Deposits 1
– Basic Depositing
Running Time: 19 min 33 sec 		Learn how to bank money in RegoWizard here. This movie describes the process of banking both for references already created – you sold that car or for banking when there is no pre-existing reference. Find out how to manage part payments from clients and how to edit previous banking’s that were wrong.

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Bank Deposits 2
– Banking without a reference
Running Time: 11 min 47 sec 		Within RegoWizard all banking to be entered MUST have a reference to bank against. But what if the money you are banking doesn’t have one – like a payment to capital. Learn how to create and then bank against references here.

Bank Reconciliation

There are four movies in this group.

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Bank Reconciliation 1
– Basic Bank Reconciliation
Running Time: 21 min 15 sec 		Use the bank statement and Bank Reconciliation to force RegoWizard to be correct. Learn the basic procedure for bank reconciliation here. Find out how to access the bank reconciliation screen and what all the fields do and mean here. Discover how to add interest and bank charges and also how to quickly locate various entries. Finally learn how to edit incorrect entries from the Bank Reconciliation screen.

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Bank Deposits 2
– Banking without a reference
Running Time: 12 min 34 sec 		Entered a deposit and later found it was entered wrongly? This movie focuses on correcting deposit entries from the Reconciliation screen. Here you can learn the process of accessing the actual deposit and correcting it in line with the bank statement.

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Bank Reconciliation 3
– Fixing Payment entries
Running Time: 5 min 55 sec 		The focus of this movie is to correct errors associated with payments that were incorrectly entered in relation to the bank statement.

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Bank Reconciliation 4
– Other Issues
Running Time: 5 min 48 sec 		Find out how to find and correct entries that have been incorrectly dated and as a result don’t appear in the list of reconcilable items. Also learn how the Bank Reconciliation screen deals with checked off items from a date after the reconciliation date.
 
Cheque Register

 

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Cheque Register
Running Time: 20 min 56 sec 		Check Register is a list of all payments ever made by cheque. If it was entered as a cheque it will be in this Register. Learn how to read and find payments, how to change cheque numbers and, how to void or cancel a cheque.
 
EFT Register

 

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EFT Register
Running Time: 8 min 49 sec 		These days you can pay by cheque or you can use the internet to manage payments. If you group the payment to be an “EFT” it will appear in this Register. Every EFT every entered into RegoWizard will appear here. Learn the process of finding and using this Register and find out how very similar it is to the Cheque register.

 


EFT Batch

There are two movies in this group

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EFT Batch 1
– grouping up EFT Batch
Running Time: 8 min 16 sec 		EFT Bach streamlines the process of EFT payments. It separates the process of paying creditors in RegoWizard from the process of actually paying creditors. Pay creditors in RegoWizard and when you have finished, create a batch that the bank can use to pay all the creditors in a single process. In this movie you will learn what’s required to group up the EFT Batch process.

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EFT Batch 2
– Performing EFT Batch
Running Time: 11 min 37 sec 		Once set up you can run the process. In this movie, discover how easy it is to create that export file for the bank.

 

Journals

There are two movies in this group.

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Journals 1
– Introduction to Journals
Running Time: 16 min 19 sec 		Journals are used to either create an entry or change an entry. Find out how to create and modify journals here.

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Journals 2
– Recurring Journals
Running Time: 32 min 31 sec 		Recurring Journals are templates in effect. This movie focuses on a Leased Vehicle example to describe the process of creating and using Recurring Journals. Also Included is a quick example of the use of Bulk Payments and Transfers to move a Creditor Entry to another account retaining the reference but changing the client reference.
 
Ledger Enquiry

There are two movies in this group.

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Ledger Enquiry
Running Time: 20 min 03 sec 		When you post an entry be it a Creditor Cost, a Banking or a Payment (Cheque or EFT) it gets recorded in the “Ledger”. Use the Ledger Equiry option to access previously entered entries here. In this movie you will discover the power of Ledger Enquiry, learn how to read a Ledger Enquiry and learn how to drill down on accounts.
 

 

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