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ELM Computer Consulting


Title: Simply Accounting 6.0 - Level 1
Code: SA60-1.W
Number of Pages: 186
Cost: $24.95 Canadian Funds (Shipping and Handling not included)
Estimated Time to Complete:15-18 hours
Practice Exercises: Yes
Review Exercises: Yes
Summary of Features: Yes
Exercise Disk: Yes
Review/Exam: No
Module 1:  Introduction
	Start Simply Accounting for Windows 
	Select Company 
	Open Sample Data files
	The Home Window 
	Menu Bar 
	Home Window Toolbar 
	View Menu 
	Open a Ledger or Journal 
	Ledger Menu and Toolbar Options 
	Open Ledger Icons
	Dates 
	Dollar Amounts 
	Accrual Basis Accounting 
	Cash Basis Accounting 
	Save File 
	Save to Different Drive or Directory 
	Backup Data 
	Exit the Program 
	Simply 6.0 Changes

Module 2:  Setup Wizard
	Setup Wizard
	Setup Menu 
	Company Information 
	Names 
	Reports & Graphs
	Settings 
	Credit Cards 
	Shippers 

Module 3:  The Conversion Process
	Prepare for Conversion 
	What is History? 
	The Chart of Accounts/Account Types
	Suppress 
	Budget this Account
	Create Accounts 
	Edit Accounts
	Remove Accounts 
	Remove an Linked Account 
	Display/Print Chart of Accounts 
	Display/Print Trial Balance 
	Ledger Conversion
	- Payables Ledger 
	- Receivables Ledger 
	- Payroll Ledger 
	- Inventory & Services Ledger
	- Project Ledger 
	- Edit/Remove Ledger Records
	- Display Ledger Reports 
	- Ledger History 
	- Linked Accounts
	- Check Data Integrity 
	- Set Ready 
	- Ready Restrictions 
	- Journal Menu and Toolbar Options 
	- Toolbar Icons 
	- Select Vendor/Customer/Employee 
	- Add Information on the "Fly"
	- Journal Edit Menu 
	- Remove/Move Journal Fields 
	- Session Date

Module 4:  Accounts Payable
	Purchases, Orders & Quotes Journal
	Transaction Type 
	Inventory Purchases, P.O.s & Quotes
	Non-Inventory Purchases, P.O.'s & Quotes 
	The GST and Purchases 
	Allocate 
	Convert a Purchase Order to an Invoice 
	Look Up Feature 
	Adjust Invoice, Purchase Order or Quote 
	Record Payments 
	Payables Reports 
	Drill-Down Feature 

Module 5:  Accounts Receivable
	Sales, Orders & Quotes Journal 
	Transaction Type 
	Inventory Sales, Orders & Quotes 
	Non-Inventory Sales, Orders & Quotes 
	The GST and Sales 
	Allocate 
	Convert Sales Order or Quote to Invoice 
	Adjust Invoice
	Display Sales Journal
	Record Receipts 
	Receivables Reports

Module 6: The General Ledger
	The General and GST/The GST Report  
	The General Journal 
	Allocate 
	Understanding Debits and Credits 
	Journal Reports 

Module 7: The GST
	The GST Report/Clear GST Report
	Record GST Owing/Refund 

Module 8: Payroll
	Paycheques Journal 
	Record Paycheques 
	Allocate 
	Adjust a Paycheque
	Payroll Reports 

Module 9:  Account Reconciliation
	Prepare for Account Reconciliation 
	Account Reconciliation Linked Accounts 
	Outstanding Transactions from previous entries 
	Account Reconciliation Journal 
	Record Bank Income and Expense 
	Transaction Status
	Change the Transaction Status 
	Clear Deposit Feature 
	Sample Bank Statement
	Account Reconciliation Reports 

Module 10:  Inventory
	Inventory Item Assembly
	Inventory Adjustments 
	Inventory Reports

Module 11:  Period Procedures
	Month End 
	- Print a Report 
	- The Balance Sheet 
	- Income Statement 
	- Cash-Flow Projection 
	- The General Ledger 
	- Journal Entries
	- Project 
	- Payables Reports 
	- Receivables Reports 
	- Pending Sales Order
	- Management Reports 
	Calendar Year End
	- Employee Reports 
	- T4 Slips 
	Fiscal Year End 
	- Clear Information 

Module 12:  Other Features
	Print Mailing Labels 
	Store and Recall 
	Customer Statements 
	Update Budget Amounts 
	To Do Lists 
	E-mail
	Export to Microsoft Office 
	Create a Graph 
	Set Security 
	Merge Previous Fiscal Year Data 

Summary

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HTML Editing by: James Lepard, ELM Computer Consulting (July/98)