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UPDATES, MONTH END AND YEAR END - 2 HOURS
Upon completion of this session, trainees will be familiar with daily, weekly and monthly maintenance routines including backup and recovery.REQUEST THIS COURSE HERE

 
• OVERVIEW
•
• TRAINING
   INTRODUCTION
   LOCATION
   FRONT OFFICE
   BACK OFFICE
    - SESSION 1
    - SESSION 2
    - SESSION 3
    - SESSION 4
    - SESSION 5
    - SESSION 6
    - SESSION 7
• RELATIONSHIP PLAN
• WEBSITE DEVELOPMENT
• EVENT CALENDAR

This course is for Administrators, full or part time, responsible for deals and their management.  The Trainer will focus specifically on Closing the Transaction and verifying and/or understanding the integration between the two programs.

  • Updates and Administrative Functions
    • How to find the summary of enhancements
    • Check for Updates
    • Back up and Recovery
    • QTRS Admin
  • Month End
    • Prepare reports as required by the Manager and/or Broker/Owner
    • Bank Reconciliations
    • G.S.T./H.S.T. Remittances
    • Other Government Remittances
  • Year End Procedures
    • T4A’s
    • T5’s
    • T4’s
    • Prepare Accountant/Bookkeeper reports