Workshops

A 2020 Schedule Upon Request due to Coronavirus Precaution.  More dates soon….

Click the workshop link of interest below to jump to the workshop details.    Want a workshop specific to your company at or off your site?  Complete the form below and we will get back to you.

Visual’s Actual Costing – Reporting, Recording and Reconciling NEW Offering Remote Sessions – Choose the sessions you want to attend.

Under the Covers with Visual ERP Using Excel Query NEW Offering Remote Sessions – 5 Two Hour Sessions in August 2020

Visual Controller’s Crash Course   Upon Request

Visual ERP Controller & Beyond  Upon Request

Visual’s Standard Costing – Validations, Valuations and Variances  Upon Request

Will you get something out of these courses?

Canada-Ontario Job Grant

Are you looking for education and would like financial assistance?  Check out the Canada-Ontario Job Grant.

One of our customers received funding for 80% of the cost of our training program (all 5 courses).  We customized a 3 day on site course for a customer who also received a significant amount towards the cost of the 3 day course.  Do you qualify?  Take a look it is free. http://www.tcu.gov.on.ca/eng/eopg/cojg/

Visual’s Actual Costing – Reporting, Recording and Reconciling

New – 8 mini sessions and you choose which ones you want to attend.           

v N               April 2016                                        November 2016                               September 2018

M                March 2019                                              June 2019

I will be breaking our course into 8 – 2-hour mini-sessions. Each one will be extremely focused and to the point. And here is the great part. You only need to take the sessions that you want. You may know your General Ledger is fine, so don’t take that one. Or you may want to focus on Cost Layers only- then take those sessions (there are 2, as this is one of the more complex areas) but it is up to you. Totally customizable.

The sessions will be held on the following dates from 1:30 – 3:30pm EST.

Manufacturing Foundation for Costing Accounting – Tuesday, June 23

• How and when costs are updated
• How the journals are created
• Where Visual looks in GL accounts
• What exactly does costing utilities do
• What the costing settings are & how they impact creation of the journals & subledgers
• Bonus QRP: Modified reports for GL Postings and Gross Profit Reports from Post Manufacturing Journals

General Ledger Accuracy – Wednesday, June 24  

• Ensuring the General Ledger accounts are assigned properly in Visual’s maintenance tables
• Finding incorrect postings to the inventory accounts- learn how to fix them without making General Journal Entries
• Checking the different places where users sometime inadvertently use an inventory account
• Bonus: Script to allow you to focus in on the problems

Inventory Reports – Thursday, June 25

• Review of the different Inventory reports in Visual ERP including the logic on each of the reports
• Methods for reconciling the reports
• Process for finding missing or extra layers. Then method to fix them.
• Bonus QRP: 2 modified Inventory Reports to provide additional information & even save paper

Inventory Cost Layers (2 Sessions) – Wednesday, July 8 and Thursday, July 9

• Review of Visual cost reports and how to run them to find problem transactions
• Includes detailed flowcharts on how to interpret and how to fix
• Series of queries to find the problem transactions quickly with the recommended solution for each scenario
• Impact of negative inventory on cost layers
• Bonus QRP’s: Cost Distribution and PO Accrual Analysis with extra data. Gives that little bit of extra data to fill in the blanks.

Work Order Cost Layers – Tuesday, July 14

• Review cost layers for Work in Process
• How does Visual deal with partially completed work orders?
• Causes of negative costs in work orders and how to fix
• Some common situations when splitting work orders
• Use of Co-Products and impact on costs

Cost Analysis Tools (2 Sessions) – Wednesday, July 15 and Thursday, July 16

• How to turn Costing Tools into your friend
• Running the Tools for 6 different journal types. We even take you down to the table level.
• How to fix when setting the Posting Candidate doesn’t do the trick

Who should attend?

Users of any version of Visual’s Enterprise. Specifically: CFO’s/ Finance VP’s, Controllers/Assistant Controllers, Accounting Managers, Business owners and others interested in a better understanding of Visual Financials

Administrative Details

• The course materials will be provided via pdf prior to the sessions.
• Sessions will be from 1:30 – 3:30pm EST on the days shown above.
• The pricing for each 2-hour session will be $200 CAD.
• Sign up for all 8 sessions and we will provide you with a one-hour call after the training session.

Want Something Extra?

If you are one of the 1^st – 4 people to sign up for 4 sessions or more, you will be entitled to a ½ hour call with Kim to discuss any of your inventory issues. You select the topic and the timing.

Under the Covers with Visual ERP Using MS Excel Query

______September 2019                          June 2018                                November 2016

Due to the nature of the progressive learning of this course, you will need to sign up for all 5 sessions.  There is one exception.  If you have taken this course before and want a refresher, then you can take one session.

LESSON 1 – The Foundation – August 11

• Basics of querying in Visual by using browsing and query tool.
• Introduction to Tables & Field Names including a cheat sheet for the most common financial tables.
• Visual Data Dictionary provided as an Excel spreadsheet. Makes it easy to search and find what you are looking for.

LESSON 2 – Basic Report Design – August 12

• Required Tools
• Report Design
• Basic Queries: 1 and 2 tables

LESSON 3 – Training Wheels Are Off – August 13

• Creating More Complex Reports
• Adding More Tables
• Using More Functions

LESSON 4 – Elite Performance – August 18

• Working with Existing Queries.
• Keeping Your Data Clean with Audits. We will give you 20 predefined queries that you can link to your database.
• Enhancing Queries with Excel Functions

LESSON 5 – More Power – August 19

• Multiple criteria
• Outer Joins
• Excel summary & lookup functions to beef up your query results

Sign up for All 5 Sessions and you will get:

• Electronic listing of All Visual tables and columns
• BTB Audit Report card that contains 20 queries
• Query of the Month for 1 year. That’s 12 more queries to look for things that could cause problems within your database.
• A 1 hour 1-on-1 call to go over specific reports that you are working on.

Price: $1,000 for 5 Sessions

Lesson Times: 1:30 to 3:30 PM EST each date above

“I’ve been able to save a whole day in my month-end by creating queries versus downloading reports and manipulating in Excel … best money I have ever spent on training … changed my life!!!”   DG -VP Finance, Assa Abloy  

Outline

This hands-on, one-day course will educate you on how to use the MS Query tool in your Visual database to get the information you need fast and efficiently, thereby eliminating the need for multiple daily/weekly reports. Imagine, one click, and the Inventory Balance Report appears! Best news is, once you build the query, it’s refreshable for repeated use in Visual to obtain all manner of data!

Why attend?

In an open forum of idea sharing with other Visual users, you will:

1. Build at least 2 queries of your choice specifically for your database.
2. Connect to two time-saving queries already built by Kim for your continued use, your Month-end Inventory Balance & Month-end WIP Balance, complete with some extra “treats” designed to ensure data reliability

You will learn …

• How to get the answers you need by connecting the multiple tables storing the data from your favourite Visual windows
• To enhance the data pulled from Visual through the use of criteria & sorting
• The 5 most common pitfalls to avoid when creating those queries & reports
• How to use Excel functions (lookups, sumif & pivot tables) to effectively up-level your Visual data skills

You will take away …

• Our detailed manual with over 50 pages full of instructions
• 20 queries that have a proven track record of keeping your data accurate- all you need to do is connect them to your database
• A 1-year membership to the Query of the Month Club where you will receive unique & useful queries
• The Electronic Data Dictionary for identification of the most commonly used Visual tables
• Balance queries for month-end processing
• A deeper & more effective working knowledge of how best to maximize the capabilities of your Visual ERP software

After the workshop:

• You’ll continue to benefit from subsequent support for questions or troubleshooting
• Each company will be gifted a personal, 60-minute, one-on-one coaching call with Kim to seek help on any Visual ERP aspect

Who should attend?

Users of any version of Visual’s Enterprise. Specifically:

• CFO’s
• Controllers
• Accounting Managers
• Assistant Controllers
• VP’s of Finance
• Business Owners
• Anyone wanting to know more about Visual Financials

I am Kim Worrall, Visual Application Specialist and strong believer in the 3 C’s of Visual ERP Enlightenment

Consulting, Courses, and Communication

Nothing is more satisfying then being able to immediately get to the data you need for the answers you want. Add in Excel, a tool, we know and love, and we are going to have so much fun!

I go Back To Basics to Transform Visual Users into Visual Enthusers Learn to love it as much as I do!

Kim likes to share with her monthly Visual ERP Tips & Trips and monthly Blogs on all topics Visual. Her life’s objective is “To help others Love Visual as much as she does”.

Visual ERP Controller & Beyond for Infor Visual ERP

(2 da      June 2018                                     August 2016                                             November 2015                                          July 2015

(2 day Course)

Date: Upon Request     

INFOR Visual ERP: still a relatively unexplored frontier.

Our two-day mission in this enterprising workshop is to tweak Visual for new life, more efficient reporting and reconciliation, and to ultimately maximize the value of this incredible technology!

Visual ERP Controller & Beyond !!!

It’s all “hands-on” deck in this stellar training session, ready to use your database to discover new and different concepts while addressing aspects of Visual that can pose problems with your reporting and reconciliation. You are going to investigate previously unexplored realms of ERP functionality and get even more creative using those familiar functions.

Captain Kim’s overall mission plan is to provide you with the stream-lined processes that save you time and inspire you to love Visual as much as she does. Let’s hear it for the ERP edge!

Why attend?  You will learn …

• To create magical Product Codes to handle Capital, R&D reporting or special project reporting. No need to do general journal entries or keep external reports. Let Visual do it all for you!
• Two easy ways to charge material costs to work orders without a part ID so all your costs are linked to jobs and customers. Accurate costs lead to improved profitability reporting which culminates in more effective decision making.
• To do Reliable Revaluation Entries in 30 seconds or less, ensuring supporting records are in line and, if not, how to fix them.
• General Journal Entries Plus – allocating dollars to many accounts, making recurring entries monthly or on an “as needed” basis, using different currencies, importing general journal entries and my own secret procedure – the “copy/paste”.
• How to prevent or quickly correct balancing issues to successfully meet month-end deadlines, leaving more time for review and analysis of financial results.
• 10 little used time-saving features that will enhance the information you get out of Visual.
• How to use the Cash Management Window to forecast your cash flow based on the information (orders and invoices) in your system.
• 8 common mistakes that will cause balancing issues – how to find them quickly or prevent them from occurring at all.
• 5 little-known ways to copy information from Visual into Excel efficiently eliminating that boring typing time.
• How to create amazing management reports with Visual’s Financial Report Writer – eg. the Annual Trend for Income Statement helps you easily spot abnormalities and positive/negative trends, so no more missing those monthly expenses! The Manager’s Report created in less than 5 minutes scores you points with the “powers that be” especially when you can give them the detailed transactions.

You will take away …

• A detailed manual with over 100 pages full of instructions
• 10 improved Visual reports that give you extra information while saving you time, money and paper
• 5 financial statements formats
• Month-end procedures that show the steps to make Visual’s month-end smoother and more accurate
• A deeper and more effective working knowledge of how best to maximize the capabilities of your Visual ERP software

After the workshop:

• You’ll continue to benefit from subsequent support for questions or troubleshooting
• Each company will be gifted a personal, 60-minute, one-on-one coaching call with Kim to seek help on any Visual ERP aspect

Who should attend?

Users of any version of Visual’s Enterprise. Specifically:

• CFO’s/ Finance VP’s
• Controllers/Assistant Controllers
• Accounting Managers
• Business Owners
• Others interested in a better understanding of Visual Financials

Kim likes to share with her monthly Visual ERP Tips & Trips and monthly Blogs on all topics Visual. Her life’s objective is “To help others Love Visual as much as she does”.

Visual’s Standard Costing – Validations, Valuations and Variance

                 September 2018                                            March 2017                                                         November 2019

Date: Upon Request               

“V” Stands for VICTORY!

And when it comes to taking control over standard cost management and reigning supreme in inventory reporting, you need systems success specialist, Kim Worrall, our ERP expert in Visual’s 3 V’S: Validations, Valuations and Variances.

If your company uses standard costing in Visual ERP, you’ll want to Seize the day! and benefit from this brilliant, hands-on workshop which will provide you with the building blocks of Visual

1. costing set up
2. managing standard costs and inventory reporting
3. understanding costing variances

Bring your own computer so you can link into your database and really relate to the information.

You will learn …

1. The building blocks behind Visual’s costing
   • How & when costs are updated
   • How the journals are created
   • Where Visual looks in GL accounts
   • The costing settings & how they impact creation of the journals & subledgers
2. Managing Visual ERP’s standard costs
   • Detailed procedure for updating costs for purchased & fabricated parts & the resource costs
   • Capturing the impact of the change on the Inventory Valuation
3. Valuations – How to manage the inventory valuation reporting
   • How to ensure your inventory report is accurate by finding cost changes
   • How to obtain your inventory balances at any time
   • The 5 second quick method for comparing your General Ledger & Valuation
4. Variances – Reporting
   • Understanding the production variances by reviewing existing Visual reports
   • Purchase Price Variance Reports & GL accounts
5. Validate – Reconciliation Process
   • The 10 things that can cause an imbalance in your General Ledger
   • Working with Costing Tools, including how to eliminate the exceptions
   • How to identify cost changes that you didn’t know about & quantify their impact
   • How to run mini-costing utilities to process specific fixes

But wait, there’s more!  You will take away …

1. A detailed manual with over 50 pages full of instructions
2. 5 modified Visual reports to make inventory reconciliations & costing analysis easier
3. 3 sets of queries for quick comparison of the General Ledger & Inventory Subledgers
4. Detailed step-by-step procedure for updating standard costs
5. Queries to help analyze PPV & product variances
6. Queries to identify differences between Engineering Masters & Standard Costs

After the workshop:

• You’ll continue to benefit from subsequent support for questions or troubleshooting
• Each company will be gifted a personal, 60-minute, one-on-one coaching call with Kim to seek help on any Visual ERP aspect

Who should attend?

Users of any version of Visual’s Enterprise. Specifically:

• CFO’s/ Finance VP’s
• Controllers/Assistant Controllers
• Accounting Managers
• Business Owners
• Others interested in a better understanding of Visual Financials

I am Kim Worrall, Visual Application Specialist and strong believer in the 3 C’s of Visual ERP Enlightenment

Consulting, Courses, and Communication

I go Back To Basics to Transform Visual Users into Visual Enthusers Learn to love it as much as I do!

Kim likes to share with her monthly Visual ERP Tips & Trips and monthly Blogs on all topics Visual. Her life’s objective is “To help others Love Visual as much as she does”.

Visual Controller’s Crash Course

REMOTE Four Half Days Course – Date Upon Request         

N            November 2018                                     September 2019

Visual Controller’s Crash Course

Are you a controller who’s just had Visual ERP crash land into your workplace responsibilities?

Maybe the controller’s position just crash landed into your workplace responsibilities and you need to know Visual ERP?

Or perhaps you’re a seasoned controller who correctly understands that if you know more about how to report accurately and effectively in Visual, your workplace success would really take off!

Whatever the case, this rewarding, Two-day training experience is tailor-made for YOU!

Whether you’re new to our ERP system, or whether you’re a Visual veteran who’s eager to uncover all its endless advantages, this hands-on training will give you a full understanding of your financial set up … using your own database!

You will benefit from …

• Spending time sharing ideas with other Visual users
• Discussing your specific needs related to Visual.
• And, we will have time for your questions

You will discover …

1. The Maintenance Files that Impact Visual’s Accounting Transactions

1. • How the General Ledger is structured- including how to easily set up new accounts
   • The places where General Ledger accounts are stored to control the difference postings
   • Customer & Vendors set up – how this impacts accounting transactions
   • Review the set up for posting of inventory, sales & COGS accounts
   • Currency maintenance

2. Transaction flow within Visual

1. • The 13 different journal types & how they impact the subledgers
   • The hierarchy of Visual’s postings for all 13 journal types
   • The General Ledger accounts used for creation of the 13 journal types
   • Clearly, 13 is YOUR lucky number!

3. General Journal Entries Creation

1. • What does native currency mean?
   • Allocating dollars to many accounts
   • Using recurring entries monthly or on an as needed basis
   • Automating general journal entries

4. Month-end and Year-end Processes

1. • Review the 8-page month-end process which identifies the steps required for timely & accurate month-end reporting
   • The year-end requirements- including setting up a new calendar year & closing profit to retained earnings

You will take away…

• A detailed manual with over 100 pages of detail instructions
• 6 modified easy-to-read Visual reports
• At least 2 Excel queries that you can use to speed up your month-end process

After the workshop:

• You’ll continue to benefit from subsequent support for questions or troubleshooting
• Each company will be gifted a personal, 60-minute, one-on-one coaching call with Kim to seek help on any Visual ERP aspect

I am Kim Worrall, Visual Application Specialist and strong believer in the 3 C’s of Visual ERP Enlightenment

Consulting, Courses, and Communication

I go Back To Basics to Transform Visual Users into Visual Enthusers Learn to love it as much as I do!

Kim likes to share with her monthly Visual ERP Tips & Trips and monthly Blogs on all topics Visual. Her life’s objective is “To help others Love Visual as much as she does”.

Complete the form below and we will get back to you regarding your on-site workshop requirements.