AccountEdge training

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We tailor our AccountEdge training to suit the specific requirements of your business and deliver it on a one to one basis at your office, by remote access or via a combination of the two. We can help you to set-up AccountEdge, teach you the key routines, show you the important reports that will help you run your business and provide you with any on-going support you need.

Already an AccountEdge user? Let us work with you to help you get more out of it by doing what you already do better and helping you use more of AccountEdge’s features.

All our training sessions are run by Jonathan White, chartered accountant and Mac accounting specialist.

Many people successfully set-up AccountEdge themselves and there are various features of the product that are designed to help you do this. These include on-screen help, on-line manuals and 30 days free telephone support by Mamut from the date of registration. When the 30 days expire you can take out an annual telephone support contract. Other people decide that they need some help when they start using AccountEdge. Th

is can be for various reasons such as the relative complexity of the business or lack of time etc. One of the main areas where people often need help is with the incorporation of amounts from previous trading periods into a new AccountEdge file, examples being unpaid customer and supplier invoices and closing balances from their last annual accounts. Another important area is the ‘bank reconciliation’ process where bank receipts and payments on AccountEdge are matched to those on bank statements. It is a basic process that really has to be mastered as it is a major contributor to an accurate AccountEdge file.

The objective with AccountEdge training is, firstly, to set up AccountEdge correctly and in a way that is appropriate for your business. Secondly to give users a sound grasp of the routines they will need to follow to ensure that your datafile is accurate and up to date.

We can carry out AccountEdge training at your premises normally on a one to one basis or, alternatively, on-line. This helps to ensure that AccountEdge is tailored to your specific requirements and only the relevant parts of AccountEdge are covered. Obviously the time required is dependent on the size and complexity of the

business as well as the extent to which the features of AccountEdge are used. For example if payroll or stock recording are going to be used extra time may be required.

The first step is normally setting up the profit & loss and balance sheet account headings which will reflect any specific requirements that users have. The next stage is to work through the various accounting routines that are relevant to the business e.g. sales invoicing, cash received from customers, supplier invoices and payments etc. We normally do this with the client's own data so the accounting records are brought up to date at the same time. It also means that procedures for any types of transactions that are specific to the business are covered.

After the initial training we can provide any subsequent help that is required via additional visits, telephone support or remote access.