Workshops

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

 

Visual ERP Inventory Reconciliation

 

Under the Covers with Visual ERP Using Excel Query Course

 

Visual ERP Controller & Beyond

 

Under the Covers with Visual ERP & Excel 2.00 Workshop

 

Visual’s Standard Costing – Validations, Valuations and Variances

Will you get something out of these courses?

Wow, I attended ‘Getting Under the Covers with Infor Visual ERP Using MS Excel’ and this 1 day changed my life. I have been able to save 1 day in my month-end by creating queries versus downloading reports and manipulating in Excel. And I am just getting started. It is the best money I have ever spent on training. Thanks so much for a great day and all the useful tools.   Other Testimonials.

Deb Gillies, VP Finance, Assa Abloy

Visual ERP Inventory Reconciliation – Visual Hide & Seek, Infor Visual ERP

“Great class! Learned a lot about inventory costs, auditing and potential problems and most important how to correct the majority of these problems. Loved learning the query tools, how to look up items and in which tables. Appreciate the audit tools and month end checklist. Also picked up a lot of great tips along the way in discussions and examples from others as well.”

Karin Krukoski, Senior Staff Accountant, Sun Nuclear 

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(2 day workshop) – TBD or Upon Request at Thinkspot, Lowville, ON

                                                                                                                                                                                                                                                  November 2016                                                    April 2016

Workshop Outline

This is hands-on course for individuals whose companies use actual costing in Visual ERP.  It can be FIFO by part or FIFO by Part Location.

You will learn:

  • The basis behind Visual’s costing:
  • How and when are costs updated
  • How are the journals created
  • Where Visual looks for GL accounts
  • Visual’s 10 inventory audit tools:
    • How & when to run them
    • What each report is telling you
    • Step-by-step solutions for fixing your exceptions.
  • How to ensure your inventory balance report is accurate by finding the 7 potential problems with the report.
  • How to run mini-costing utilities to process specific fixes

You will get:

  • 5 modified Visual reports to make inventory reconciliations easier
  • 3 sets of queries for quick comparison of the General Ledger and Inventory Subledgers.
  • Flowcharts for problem solving Visual’s audits.
  • 12 queries you can run to look for balancing problems in your database.

Who should attend?

Users of Visual’s Enterprise.  Specifically:

Controllers,

Accounting Managers

Assistant Controllers

Cost Accountants

IT professionals

Anyone who want to know more about Visual costing system

Instructor: Kim Worrall

Kim Worrall is a CPA, CA with over 30 years of business consulting and financial management experience. Kim has been consulting with Visual ERP for over 20 years. She knows the tables like the back of her hand – something to do with her excitement over solving number problems. Kim’s love of numbers has made her the go to person for solving complex issues within Visual ERP.

Under the Covers with Visual ERP Using MS Excel Query

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__________  November 2016                                                                June 2016                                                      September 2015

“Wow, I attended ‘Getting Under the Covers with Infor Visual ERP Using MS Excel’ and this 1 day changed my life. I have been able to save 1 day in my month-end by creating queries versus downloading reports and manipulating in Excel. And I am just getting started. It is the best money I have ever spent on training. Thanks so much for a great day and all the useful tools.”

Deb Gillies, VP Finance, Assa Abloy

One Day Course – Date: TBD or Upon Request at Thinkspot in Lowville, ON –                button(3)

Workshop Outline

This hands-on course is designed to allow you to query your Visual database.  You will leave knowing 3 different tools:

Visual’s query tool

Advanced browsing with a twist

Excel and MS Query.

You will learn:

  • How the tables connect to your favourite Visual windows.
  • How to extract data out of Visual to enhance your use of Visual
  • The 5 most common gotchas to avoid when creating your queries & reports.
  • How to use Excel functions (lookups, sumif and pivot tables) to take your skills with Visual data to the next level.
  • Use of criteria to focus the data pulled from Visual.

You will get:

  • The secret decoder ring to ensure query accuracy and improve usefulness.
  • 20 queries that have a proven track record of keeping your data accurate.
  • You will build at least 2 queries specifically for your database.
  • 1 year membership to the Query of the Month Club where you will receive unique and useful queries.
  • One hour 1-on-1 phone call following course to answer any questions.

Who should attend?

Users of Visual’s Enterprise.  Specifically:

Controllers, Accounting Managers and Assistant Controllers wanting to do their jobs in less time.

Business owners

Manufacturing personnel

IT professionals

Anyone who wants to be able to create their own reports & queries

Instructor: Kim Worrall

Kim Worrall is a CPA, CA with over 30 years of business consulting and financial management experience. Kim has been consulting with Visual ERP for over 20 years. She knows the tables like the back of her hand – something to do with her excitement over solving number problems. Kim’s love of numbers has made her the go to person for solving complex issues within Visual ERP.

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Visual ERP Controller & Beyond for Infor Visual ERP

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(2 day course) Course Outline              August 2016 Course                               November 2015 Course                           July 2015 Course

(2 day Workshop) Workshop Outline

Date: TBD or Upon Request at Thinkspot in Lowville, ON  – If interested in the next course just push the red button –    button(3)

This is a hands-on course.

You will learn:

  1. Creating magical Product Codes to handle Capital or R&D reporting.  No need to do general journal entries.  Let Visual do it all for you.
  2. Two easy ways to charge material costs to work orders without a part ID so all your costs are linked to jobs and customers.  Better costs.  Better profitability reporting.  Better decisions.
  3. Reliable Revaluation Entries in 30 seconds or less.  Including how to ensure supporting records are in line.  And how to fix them if they are not.
  4. General Journal Entries Plus – allocating dollars to many accounts, using recurring entries monthly or on an as needed basis, using different currencies, importing general journal entries and my own secret procedure – the copy/paste.
  5. How to prevent and correct balancing issues quickly so that you meet your month-end deadlines.  And give you more time for review and analysis of financial results.
  6. 10 little used features that will enhance the information you get out of Visual. And save you time too!!
  7. 8 common mistakes that will cause balancing issues.  Plus how to find them quickly.  Or prevent them from occurring at all.
  8. 5 little-known ways to copy information from Visual into Excel to eliminate boring typing time.

Rocking Management Reports

  1. Annual Trend for Income Statement so you can easily spot abnormalities and positive/negative trends.  No more missing those monthly expenses.
  2. How to create a manager’s report in less than 5 minutes.  And the report will give you the totals plus all the detailed transactions.  Managers love this format.  They will love you for it.
  3. How to create amazing management reports with Visual’s Financial Report Writer.

Plus you will receive 10 improved Visual reports and 5 Financial Report Writer formats. I guarantee they will save you time, money and paper.  Plus they have extra information to make these reports more informative and useful.

Who should attend?

Users of Visual’s Enterprise Financials.  Specifically:

CFO’s

Controllers

Accounting Managers

Assistant Controllers

VP’s of Finance

Business owners

Anyone wanting to know more about Visual Financials.

Instructor: Kim Worrall

Kim Worrall is a CPA, CA with over 30 years of business consulting and financial management experience. Kim has been consulting with Visual ERP for over 20 years. She knows the tables like the back of her hand – something to do with her excitement over solving number problems. Kim’s love of numbers has made her the go to person for solving complex issues within Visual ERP.

Interested?  Click on the red button to be notified next time it is scheduled.       button(3)

Visual’s Standard Costing – Validations, Valuations and Variance

1 day course plus 1 hour one-on-one call after the workshop  

TBD or Upon Request at Thinkspot in Lowville, ON

Course Outline

This is a hands-on workshop for individuals whose companies use standard costing in Visual ERP.

You bring your computer and link into your database so you can relate to the information.

This will provide the building blocks of Visual costing set up, how to manage standard costs and inventory reporting and understanding the costing variances.                                                                                                                                                                                                              March 2017

You will learn:

  1. The building blocks behind Visual’s costing.
    • How and when costs are updated
    • How the journals are created
    • Where Visual looks in GL accounts
    • The settings and how this impacts creating of the journals and subledgers
  1. Managing Visual ERP’s standard costs.
    • Detailed procedure for updating costs for purchased & fabricated parts and the resource costs
    • Capturing the impact of the change on the Inventory Valuation
  1. 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
  1. Variances – Reporting
    • Understanding the production variances by reviewing existing Visual reports
    • Purchase Price Variance Reports and GL accounts
  1. Validate – Reconciliation Process
    • The 10 things that can happen to your General Ledger to cause an imbalance
    • 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!

  • 5 modified Visual reports to make inventory reconciliations and costing analysis easier
  • 3 sets of queries for quick comparison of the General Ledger and Inventory Subledgers
  • Detailed step by step procedure for updating standard costs
  • Queries to help analyze PPV and product variances
  • Queries to identify differences between Engineering Masters and Standard Costs

After The course:

We know there are questions after any course, so each company will have a 1 hour one-on-one call afterwards.  This can be used at anytime after the course for any topic.  It doesn’t even have to be related to inventory.

Instructor: Kim Worrall

Kim Worrall is a CPA, CA with over 30 years of business consulting and financial management experience. Kim has been consulting with Visual ERP for over 20 years. She knows the tables like the back of her hand – something to do with her excitement over solving number problems. Kim’s love of numbers has made her the go to person for solving complex issues within Visual ERP.

Under the Covers with Visual ERP & Excel 2.00

One Day Workshop – Date TBD or Upon Request at Thinkspot in Lowville, ON.

This course is designed for those who have previously attended Under the Covers with Visual ERP & Excel.  There is so much to learn, we will go more in-depth to enhance your skills even further.

Here’s a brief outline of the course and all the wonderful things you will be learning:

  • We’ll meet at ThinkSpot in Lowville, Ontario for one day, April 11th, 2017.
  • Each user will have the opportunity to submit a couple of topics they would like to cover.  This could be a review of a topic from the previous course or a new topic, and I’ll do my best to cover them all that day.
  • I’ll share new things I have learned about Visual or Excel queries – my list is up to 6 already!
  • We’ll spend at least half the day building and tweaking your reports.
  • You have the option of sharing your reports with your classmates, which could send you home with ½ a dozen or so reports to help you in the future.
  • As usual, I don’t want you to have unanswered questions, so each company will get a complementary 1 hour remote session in the future to cover the topic of your choice.

.Just a reminder, ThinkSpot is a small venue and there are only 8 spots available, so don’t wait too long, just click HERE to be put on the list.

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