Overview

Designed for the users within a recruitment company who process timesheets, produce invoices and organise payments and payroll who are new to the TriSys system or companies that have recently purchased TriSys version 7/8.

Prerequisites
 

• Basic Accounting/Payroll Knowledge
• Completed TriSys CRM Intro Course or have a good working knowledge of TriSys
• Knowledge of Windows

Objectives

The course is designed for mid range users who wish to use the back office elements of TriSys:

• Entering and editing timesheets
•  Preparing placement documentation
• Entering payroll/Limited company information
• Exporting information to external accounting systems
• Raising Sales Invoices and preparing Pay consolidation for export
• Matching invoices to purchase orders
• Reporting on Back Office Function
  
  
  

Agenda

Session	Details
09:30 - 11:00	Back Office Introduction Placements and associated documentation
11:00 - 11:10	Tea/Coffee Break
11:10 - 13:00	Entering Timesheets Editing Timesheets Timesheet Reporting
13:00 - 13:45	Lunch Break
13:45 - 15:15	TriSys Consolidation: Running pay consolidation and raising invoices
15:15 - 15:30	Tea/Coffee Break
15:30 - 17:00	Purchase Orders Posting Payments Back Office Reporting Recap and question and answer

Please click here for an overview of all TriSys Training Courses.