Expert Instructor-Led Training

We provide classroom, on-site or remote, expert instructor-led training to help businesses get the most out of their business software.

REQUEST A CUSTOM TRAINING PROGRAM

For a custom training program, call (800) 882-6705.

What We Offer

Every business and individual is different. We offer customizable Deltek Vision, NetSuite and Sage Software training based on your needs and goals. Below are some example training course outlines:

Beginner Training

Prepare For Setup

  • Creating a New File – Detailed Set Up
  • Creating a New File – Express Set Up
  • Changing Passwords
  • Change Business Information
  • Change The Left Icon Bar
  • Company Preferences
  • My Preferences
  • Calendar Function
  • Customize Icon Bar
  • Back Up File

Chart of Accounts and Items

  • Account Types in Chart of Accounts
  • Create a New Account
  • Header and Sub Accounts
  • Chart of Accounts Flow
  • Item Types – Basic Overview
  • How to Set Up and Organize Your Items List

Customers Jobs and Vendors

  • Create a New Customer
  • Merge Duplicate Customers
  • Customer Type List
  • Create a New Job
  • Job Type List
  • Create a New Vendor
  • Vendor Type List
  • Merge Duplicate Vendors

Customize Your Forms

  • Invoice Basic Customization
  • Invoice Additional Customization
  • Invoice Layout Designer
  • Purchase Order – Basic Customization
  • Purchase Order – Additional Customization
  • Purchase Order – Layout Designer

Invoice and Accounts Receivable Basics

  • Create an Invoice
  • Receive Payment – Record Deposit
  • Create a Credit Memo and Apply to an Invoice
  • Create Credit Memo
  • Create a Statement
  • Collections Center

Accounts Payable Basics

  • Enter Bill – Rent
  • Enter Bill – Item and Expenses
  • Pay Bills
  • Print Checks
  • Create Vendor Credit and Apply to Open Bill
  • Gas Restaurants and Airport Expenses

Banking Basics

  • Write Check for Items and Expenses
  • Transfer Funds From One Bank Account To Another
  • Create Wire – EFT – ACH Payment
  • Void Check Without a Closed Period
  • Reconcile Bank Account to Bank Statement
  • Petty Cash
  • Which Checks Can You Use
  • Add Company Logo and Address to Printed Checks
  • Print Signature On Checks

Intermediate Training

Step Up your Set Up Knowledge

  • Install your system
  • Update File to New Release
  • Register Your Software
  • Hide Company Files
  • Enter Beginning Balances
  • Class List
  • Set Up a New User
  • User Permissions
  • Print Role List
  • Set Up Online Banking Connection
  • Back Up vs Portable File vs Accountants Copy
  • Schedule Automatic Backup

Customize Your Centers

  • Customize Customer Center
  • Customize Vendor Center
  • Customize Employee Center
  • Company Snapshot

Chart of Accounts Done Right

  • Account Numbers
  • How To Sort Your Chart of Accounts List
  • Clean Up Chart of Accounts

Inventory and Services

  • Inventory Center
  • Inventory Items
  • Service Items
  • Group Items
  • Inventory Assembly
  • How to Use Discounts
  • Use Subtotals On Customer Transactions

Inventory Activities

  • Adjust Inventory
  • Update Your Price List
  • Update Sales Price – Mass Adjustment
  • Automatic Cost and Price Adjustment

Sales Tax

  • Turn On Sales Tax Tracking
  • Sales Tax Item and Group Set Up
  • Adjust and Pay Sales Tax

Communicating with your CPA

  • Create Accountants Copy
  • Accountant Activities in Accountants Copy
  • Receive Accountants Copy After Accountant Changes
  • Cancel Accountants Copy

More Customization – Custom Fields

  • Custom Fields on Items
  • Custom Field Overview
  • Customer Custom Field
  • Custom Fields on Invoices – Customer Custom Field
  • Custom Field on Purchase Order – Vendor Custom Field

Accounts Receivable Scenarios

  • Use Undeposited Funds As a Default When Receiving Payments
  • Cash Back When Making a Deposit
  • Reimbursable Expenses
  • Finance Charges
  • Receive Payment – Client Overpays
  • Receive Payment – Client Underpays

Intermediate Invoicing

  • Memorize Invoice For Recurring Monthly Invoices
  • Choose Memorized Transaction to Enter Now
  • Progress Invoicing
  • Batch Invoices
  • Price Level List
  • Pending Invoices
  • Statement Charges

Quotes Estimates and Sales Orders

  • Lead Center
  • Estimates Sales Orders and Invoices
  • Create an Estimate
  • Duplicating an Estimate
  • Create a Sales Order

More Lists for Better Tracking

  • Sales Rep List
  • Terms List
  • Payment Method List
  • Customer Message List
  • Ship Via List
  • Template List
  • Bill Rate Level List
  • Fixed Asset Item List
  • Vehicle List

Accounts Payable

  • Purchase Order for Inventory and Receive Inventory
  • Purchase Order to Track Services
  • Memorize a Bill For Recurring Expenses
  • Prepaid Expense Amortization
  • Check Payment Before Receive Bill
  • Loan Manager
  • Pay Bill By Credit Card
  • Print Bill Payment Stub
  • Change Amount of Bill After Paid
  • Record Credit Card Transactions
  • Credit Card Credit
  • Reconcile and Pay Down Your Credit Card

Payroll Set Up and Use

  • Turn On Time Tracking for Employee
  • Enter Payroll Service Key
  • Track Single Activity On Timecard Using Stop Clock
  • Payroll Preferences
  • Weekly Timesheet Entry
  • Payroll Set Up Interview
  • Batch Timecard Entry
  • Employee Set Up Manually
  • Print Timesheets
  • Set Up Payroll Items in Multiuser Mode
  • Set Up and Edit Payroll Schedule
  • Run Scheduled Payroll

Reports You Need to Know

  • Review of Standard Reports
  • Transaction Journal Information
  • Company Reports
  • Accountant and Taxes
  • Daily Sales Summary Report
  • Beginner Crystal Reports
  • Custom Reporting – Summary and Detail
  • Set Up Budget

Advanced Training

Advanced File Set Up – Importing Lists

  • Transfer Chart of Accounts to a New File
  • Transfer Items List
  • Transfer Customer List
  • Transfer Vendor List
  • Transfer Templates

Understanding Accounting

  • Invoice with Non-Inventory
  • Sales Receipt with Inventory
  • Bill with Non-Inventory Expense
  • Bill with Inventory
  • Invoice with Inventory Items
  • Cash vs Accrual Profit and Loss
  • Soft vs Hard Posts

Advanced Accounts Receivable

  • Customer Deposits and Down Payments
  • Track Retainage
  • Backorders
  • Over and Short Accounts
  • Webstore Clearing Account to Track Online Sales
  • American Express Payment Received
  • Customer Credit Card Protection
  • Disable Customer Credit Card Protection

Advanced Inventory

  • Work in Progress
  • Enhanced Inventory
  • Average Cost vs FIFO
  • Turn on FIFO Inventory Valuation
  • Adjust Quantity on Hand FIFO

Advanced Review for Accountants

  • Client Data Review Feature
  • Set Up For Client Data Review
  • Accountant’s Center

Troubleshooting

  • Undo Previous Reconciliation
  • Troubleshooting Bank Reconciliation
  • Troubleshooting Inventory Balance
  • Fix Accounts Receivable Report with Zero Dollar Amounts
  • Fix Accounts Payable Report with Zero Dollar Amounts
  • Re-sort Customer Vendor and Employee List
  • Verify and Rebuild Data
  • Check Your Error Log
REQUEST A NO-OBLIGATION INITIAL CONVERSATION

Why Partner With Us?

Our Deltek Premier Partner status, Gold Sage Partnership, and deep connections make sure your voice is heard.

Deltek Vision Consulting
Sage 100 Consulting
NetSuite ERP Consulting

BCS ProSoft is one of the country’s Top 30 Value-Added Resellers (VAR) and consulting firms in the accounting software and ERP technology space. Our experts are here to provide the premier business management solutions and technology consulting services your growing (or downsizing) company needs. Having performed thousands of client engagements across many industries, we have the experience and expertise you can rely on in a business partner.

What Our Customers Are Saying

We have developed great lines of communication over the years. I expect the best from my vendors, and I get that from BCS ProSoft.
David Wilburn, BBJ Linens
Just wanted to let you know what a pleasure it was working with John yesterday on our reports. We were able to get all reports done in an efficient amount of time. He was extremely helpful not only with the reports but also shared a few other tips in Vision for us to use, such as the List View tab to make multiple changes and a few others.

We greatly appreciated his assistance and look forward to working with him on future projects.

Katherine L. Howell, Kirksey Architecture
BCS Prosoft has been an excellent resource for us. Their team has always been ready to assist and help out. When we tried to implement the Project Planning and Resource Management modules for Deltek Vision we had no idea where to start. With BCS ProSoft’s training and support we are now using them very effectively.
Steve Weiland, Bowers + Kubota Consulting
I had the pleasure of speaking with Amy in Support today and I just have to say she is an amazing technician! She solved several issues quickly and efficiently while being very patient with me as I gathered my files. I really appreciate the superior level of customer service and just wanted to make sure she gets the recognition she deserves. Thank you so much for all your help!
Olivia Kensok, Prairie Supply, Inc.
Just wanted to share that we made the INC 5000 for the 4th time yesterday… and send a BIG THANK YOU to all at BCS ProSoft for all your support in helping us be super efficient and provide our customers with all the tools they desire 🙂
Mark Strumwasser, Sunshine Rentals
We have been an avid Sage 100 user since 2001 and last year we decided last year to update our system. Working with BCS ProSoft to coordinate the install and to help with other issues has been such a pleasure. They have gone far and beyond to make sure that we were taken care of through the whole process and even after the install.
Cherry Elrod, Brakes & Wheels, Inc.
BCS was able to relieve my concerns and walk us through a conversion upgrade that wasn’t scary at all. The entire process, beginning with the conference interview with the Project Manager was handled professionally. They were able to keep us on schedule and made us feel comfortable that our data was in the right hands. The consultant especially was there whenever I had a question or concern. They were quick to respond to my emails and phone calls with patience and the knowledge to handle any issue we had.

We truly appreciate the dedication and hard work that we experienced working with BCS ProSoft.

Teresa Beckum, Construction Machinery Company
We would like to thank BCS ProSoft for their superior Deltek Vision Support and Training. Deltek Vision’s robust capabilities can measurably increase accuracy and efficiency, particularly if settings are configured appropriately to the users’ needs, and those users receive clear and targeted training. Our firm is fortunate to be working with BCS ProSoft’s Account Manager and Vision Consultants.
a|r|c Architects presented BCS ProSoft’s team with many challenges, and they have guided us through and assisted with resolving them all. Their responsiveness and support expertise has allowed us shorten our billing processes, correct legacy issues, and produce more accurate financial and project management figures, all benefiting our entire firm management.

BCS ProSoft support is targeted, effective, and well worth the investment; and we very much look forward to our continued partnership.

Tracie Giles, a|r|c Architects
I want to thank you and your team for assisting our company with the recent upgrade to Sage 100. We were previously on a very old version of MAS 90 and I was concerned about the migration of our data files to the newest Sage product. The BCS ProSoft team made this conversion simple and easy and I was surprised at how smoothly the migration was completed and also the quick response on issues that we faced. I wish we upgraded years ago!
Rocky Marshall, Frontier Truck Gear

Have some questions about our Customizable Training Programs?

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