Introductory courses

Introduction to Attaché (New Operator Training)

New Operator Training is designed to quickly and cost effectively help new staff learn the fundamentals of the Attaché system so they can become productive sooner.

This course offers 3 sessions per day ($110 per session*) and is run over 2 consecutive days.

*Speak to your Attaché Consultant or contact Attaché about our Telephone Support/New Operator Training Plan.

Day 1

Session 1: Introductory Overview (9.00am – 11.00am)

• Signing in

• Setting your display preferences

• Default output devices

• Multi-tasking with Windows menu

• Navigating the software using mouse and keyboard

• Accessing Attaché Help

• Drill down to masterfiles and documents

• Staying up to date

• Members website — online resources

• Sample companies and forms

Session 2: Introduction to Debtors (11.30am – 1.30pm)

• Adding new customers

• Maintaining customer notes and contacts

• Adding customer and document delivery addresses

• Order Entry / Invoicing transactions

• Receipting customer payments

• Enquiry and reporting

Session 3: Introduction to Creditors (2.00pm – 4.00pm)

• Adding new suppliers

• Maintaining supplier notes and contacts

• Adding document delivery addresses

• Entering purchase orders and supplier invoices

• Paying suppliers

• Enquiry and reporting

Day 2

Session 1: Introduction to General Ledger and Bank Reconciliation (9.00am – 11.00am)

• Adding new General Ledger account codes

• Journal entry, including accrual and standing journals

• Posting from sub-ledgers to the General Ledger

• Bank Reconciliation

• Enquiry and reporting

Session 2: Introduction to GST / BAS Reporting (11.30am – 1.30pm)

• Setting up Tax Options and BAS allocations

• Configuring supplier, customer and product modules

• Supplier and Customer invoicing

• BAS updating and reporting

• Reconciliation

Session 3: Introduction to Payroll Processing (2.00pm – 4.00pm)

• Adding new employees, including pay rates, tax details and leave tables

• Setting up employee standard pays, bank accounts and superannuation accounts

• Processing pays — timesheets and auto pays

• Enquiry and reporting