2017 Webinar - 2015 Archives

 

2015 Archived Webinars

41 pre-recorded webinars in one package for your entire company!

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By choosing the 2015 ARCHIVED WEBINARS PACKAGE you will receive the following:
 

All 41 pre-recorded webinars from 2015

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2015 Topics

TITLE: Excel Formatting TRACK: Excel
OVERVIEW:
Join us for this webinar to learn how to format text and numeric values within Excel. We'll cover how to use the concatenate function to join text within cells, format dates to your desired layout, stack information from multiple columns into a single column, and format numbers to make large spreadsheets more legible!
TITLE: How to Record Third Party Sick Pay TRACK: Payroll
OVERVIEW:
Disability plans are a great benefit to offer to employees, but the paperwork that comes along with these plans can give you a headache! When you receive those papers from the union or the insurance company, knowing what to do in FOUNDATION will save you a lot of time and pain. Join us for this webinar so we can show you how to enter the necessary information and how FOUNDATION records the employers’ portion of FICA.
TITLE: Correcting Payroll Without Losing Your Mind TRACK: Payroll
OVERVIEW:
Performing payroll in the construction industry is challenging at its best, especially when we know that inevitably, we’re going to have to make corrections. This webinar will show you how to use the payroll correction feature in FOUNDATION to simplify the process. We’ll also discuss using history adjustments and when to void your checks. Let us show you how you can effectively handle the union retro rate changes, the forgetful employee, and the, “What do you mean you can’t read my mind?” challenges with knowledge and power.
TITLE: Excel Use / Navigation TRACK: Excel
OVERVIEW:
During this session, we'll show you hot keys and shortcuts within Excel to help you navigate more quickly and easily and aid in data entry and formatting. We'll look at table structure and advanced sorting options. You'll learn how to remove duplicates from a list, hot key combinations (including GOTO functionality) that help you navigate large spreadsheets, and how to format hot keys (what is the F4 button for?).
TITLE: Direct Deposit Setup TRACK: Payroll
OVERVIEW:
Setting up direct deposits can save your office staff a lot of time and hassle! This webinar is designed to make the setup process easy. If you’re already doing direct deposits, but entering them into the bank manually, we’ll show you how to set up FOUNDATION to create an ACH/NACHA compliant file that you can upload to your bank with just a couple of clicks of the mouse!
TITLE: Tips & Tricks for Payroll TRACK: Excel
OVERVIEW:
This webinar is dedicated to showing you helpful tips and tricks that can make payroll easier. This includes keyboard shortcuts, as well as shortcuts within the system that can be applied within other modules, as well.
TITLE: Excel Formulas TRACK: Excel
OVERVIEW:
Using intermediate formulas in Excel will help you get the information you need in the way you need to see it! Join us for this webinar to learn how to use If/Then Statements, If/Or and If/And Statements, Embedded If/Then Statements, Date-based formulas, and the Length of Cell Value formula. You'll also learn how to validate equations in the Formula Entry Bar.
TITLE: Inventory – Basic Flow & Theory TRACK: Additional Modules
OVERVIEW:
The Inventory Module in FOUNDATION is a great tool for many contractors. Join us for this webinar to learn how to understand the flow and accounting principles of tracking Inventory to set up better maintenance items. You’ll also learn how to perform basic inventory transactions, such as receipts and transfers, and best practices for effectively using the Inventory Module. Finally, you will learn how to enter and adjust inventory amounts entered in FOUNDATION to match your actual physical Inventory.
TITLE: What you should be doing monthly in FOUNDATION TRACK: General
OVERVIEW:
There are certain practices you can make a habit of doing every month to help get the most out of FOUNDATION and to better know your financials. Join us for this webinar to learn how to verify remaining committed costs and accrued time off in payroll. We'll also show you how to balance A/P, A/R, and J/C to the General Ledger, how to do bank reconciliations, and how to reconcile your inventory.
TITLE: Paying Your Employees TRACK: Payroll
OVERVIEW:
Paying your employees takes on many forms, from taxable to non-taxable dollars, hourly to salaried employees, and even salaried prorated payrolls. In this webinar, we will explore the many ways that you can alter your setups in FOUNDATION to make paying your employees easy. We’ll also show you how to avoid paying reimbursements and commissions through Accounts Payable and how you can pay them through the Payroll Module instead! Finally, we’ll look at non-monetary fringes and owner health insurance, too.
TITLE: Advanced Formatting TRACK: Excel
OVERVIEW:
During this webinar, we'll show you a number advanced formatting options for your Excel spreadsheets. This includes the Text to Columns function, importing text files using the Text Delimiter Wizard, and Sumif, Sum ifs and Vlookup formulas.
TITLE: How to Import Data into FOUNDATION TRACK: General
OVERVIEW:
Did you know that you can simplify data entry by importing data directly into FOUNDATION? Join us for this webinar and we'll show you your import options for different items, including timecards, job budgets, purchase orders, credit card statements, equipment usage, schedule of values for unit price and AIA billings, and more! You'll learn how to import data using a .csv file, a .txt file, or our custom quotes and commas export, as well as how to build your import and the common mistakes people encounter when doing so.
TITLE: Setting Up & Tracking Sales Tax TRACK: AP & AR
OVERVIEW:
Join us for this helpful webinar to see how to set up and track sales and use tax liabilities on purchases and billings. We'll show you the most efficient data entry flow and reporting for sales tax and how to effectively use inventory with sales and use tax.
TITLE: Time & Material – Basic Flow & Entry TRACK: Additional Modules
OVERVIEW:
Looking to improve the way you manage your Time & Material? Then this webinar is for you! We’ll show you the basic setup of the Time & Material Module and how to manage your markups, materials, and more. You’ll also learn how to set up a custom invoice design for this module, how to do daily transactions, and about best practices for effective billing.
TITLE: Basic Single Table Maintenance Query TRACK: Excel
OVERVIEW:
Join us for this webinar to learn how to use the Microsoft MS Query Tool in Microsoft Excel! We'll show you how to access your FOUNDATION database using this helpful tool, as well as how to pull data from FOUNDATION tables to create custom lists, utilize user-defined fields in custom queries, how to set basic parameters in Microsoft Query, and how to filter and sort data once it is returned to Excel.
TITLE: Importing Timecards & More Shortcuts TRACK: Payroll
OVERVIEW:
Entering timecards can be tedious and difficult, especially with a limited office staff. In this webinar, we’ll talk about simplifying the importing of timecards. We’ll show you how your employees can enter timecard information into Microsoft® Excel and import it directly into FOUNDATION. When importing timecards you still have the ability to review and modify the data within that spreadsheet!
TITLE: How to Use & Fix Aging Reports TRACK: AP & AR
OVERVIEW:
Want to learn more about how Aging Reports work? Then this webinar is for you! We'll show you the fundamentals of creating the Aging Report, and go over common aging problems and their solutions. Finally we'll show you how you can use the Aging Report to manage your collection history and more!
TITLE: Tips & Tricks to Increase Efficiency in FOUNDATION TRACK: General
OVERVIEW:
Join us for this webinar to learn how to quickly and efficiently navigate around FOUNDATION! We'll show you keyboard shortcuts to make moving through FOUNDATION a breeze. We'll also go over help functions that are available to you, including the recently added FAQs in the Client Area of the website. You'll also learn how to use customized features to help you do your job, how to set defaults in the system, how to sequence events, and what your options are for saving changes, user-defined fields, and more.
TITLE: Top 20 Tables: Where the Data is Located TRACK: Excel
OVERVIEW:
This session will cover the top 20 tables used for queries through Microsoft Excel. We'll also go over table definitions for commonly used maintenance items, General Ledger History, Payroll Detail within G/L History, Payroll History, and Timecard History. Finally, we'll cover the Table locations for Job Costing related information including budgets, change orders, costs and billings.
TITLE: Service Dispatch 1 – Basic Flow & Theory TRACK: Additional Modules
OVERVIEW:
Start exploring the Service Dispatch Module with the first of two webinars dedicated to showing you how it can help your business! In the first session, you’ll learn the basic maintenance setup in the Service Dispatch Control File and how it affects Job Costing. You’ll also learn how to efficiently enter, update, and bill a service call and how to use reports to monitor and track service calls.
TITLE: Service Dispatch 2 - Advanced Usage TRACK: Additional Modules
OVERVIEW:
We’ll continue our exploration of the Service Dispatch Module with more advanced usage techniques. You’ll learn how the Service Dispatch Module integrates with other modules in FOUNDATION, including PO/Subs, Payroll, and Time & Material. You’ll also learn about service contract maintenance, creation, and billing, as well as creating quotes and how quotes function in the Service Dispatch Module.
TITLE: Common Table Linking Issues TRACK: Excel
OVERVIEW:
Join us for this webinar to explore the logic that MS Query uses to create links between tables and find out why the logic is not always as it appears to be. We'll show you how to determine when you should create a multi-table query and when to use separate queries to return data on separate spreadsheets, as well as how to manually create links between tables that may not have a well-defined link.
TITLE: Form Genies & Printing TRACK: General
OVERVIEW:
FOUNDATION's FormGenies allow you to create reports that provide you with the information you need to see in a format of your design (that can include your business's logo!). In this webinar, we'll show you the fundamentals and flow of creating a form in the FormGenie. We'll also go over common formatting questions, errors, and tips and tricks to create good alignment for printing.
TITLE: Project Supervision, Administration TRACK: Additional Modules
OVERVIEW:
Project supervision and administration are crucial to how you run your business. Join us in this webinar for an overview of additional FOUNDATION modules that can help you better manage your projects! We will show you how the Scheduling Module works and how it can help you manage your resources more effectively. Next, you’ll see how the Document Imaging Module works and how it can increase efficiency and communication. Finally, you’ll explore the Executive Dashboard and learn how to use it as a powerful, single-source report, especially for those who aren’t experts in accounting.
TITLE: Equipment 1 – Basic Flow & Theory TRACK: Additional Modules
OVERVIEW:
In the first of two equipment webinars, we’ll take a look at the basic flow and theory of the Equipment Module in FOUNDATION. You’ll learn about the basic maintenance and accounting principles within this module, as well as different ways to enter equipment usage and track equipment costs to each piece of equipment. Finally, we’ll show you what reporting can tell you about your equipment so you know how it’s affecting your business.
TITLE: Equipment 2 - Advanced Usage TRACK: Additional Modules
OVERVIEW:
We’ll continue our exploration of FOUNDATION’s Equipment Module in this webinar, discussing more advanced usage and features. In this session, We’ll show you how to attach service codes to equipment items to track eligible service. We’ll also show you how to create and edit equipment work orders and show you how you can import data into the Equipment Module. Finally, you’ll take a closer look at what the Profit Report can show you regarding your equipment.
TITLE: Multiple Table Query / Separate Sheets TRACK: Excel
OVERVIEW:
In this session, we'll show you how to create multiple queries from a FOUNDATION database in a single spreadsheet. We'll also go over how to access data from multiple tables and multiple queries, return and consolidate data on multiple spreadsheets, set parameters to source data on multiple spreadsheets, and create common items to link spreadsheet data together.
TITLE: Making Sense of Data in Excel / Pivot Tables 1 TRACK: Excel
OVERVIEW:
Pivot tables offer dynamic consolidation and views of data sets. In this session, we will look at an introduction to the use and functionality of pivot tables. Data inserted into a pivot table may be viewed in different configurations “on the fly." We'll cover the Employee Job Hours and Earnings Report, how to maximize data returned to Excel by using pivot table functionality, and how to create and modify pivot table data, as well as create formulas within pivot tables. Attend this session and you will never look at raw data in the same way.
TITLE: Unit Price Billing – Basic Flow & Theory TRACK: Additional Modules
OVERVIEW:
Join us to learn more about the basic flow and theory behind the Unit Price Billing Module in FOUNDATION! We’ll show you how to create and perform the essential transactions of a unit price bid and how to import your schedule of values. Finally, you’ll see how the Unit Price Billing Module can update your job cost quantities and provide detailed revenue tracking.
TITLE: Managing Cash in FOUNDATION TRACK: General
OVERVIEW:
Learn how to effectively manage your cash in FOUNDATION with this webinar! We'll show you how to handle joint checks and miscellaneous cash receipts and refunds, as well as which reports will show you your current bank balance. Additionally, you'll learn how to make sense of your bank reconciliation and how to track your credit card expenses.
TITLE: Grouping & Consolidating Data / Pivot Tables 2 TRACK: Excel
OVERVIEW:
Pivot tables have built-in functionality to further consolidate data. This session will cover some of the more advanced functionality within the pivot table layout. We will also look at consolidating and expanding data within the pivot table with a single click of your mouse. We'll cover the Yearly/Monthly Job Hours Report, how to further consolidate data within pivot tables to group by month and year, expanding and collapsing data within a pivot table, and how to use drilldowns within pivot tables.
TITLE: Using Mobile & eAccess TRACK: Payroll
OVERVIEW:
Whether you're using FOUNDATION mobile and FOUNDATION eAccess now or you're just interested in learning more this webinar is for you! We'll show you the newest functions and integrations available with FOUNDATION mobile, including equipment, project management, and timecard approval. We'll also go over helpful tips to make data entry easier and show you how to use eAccess to minimize paper waste with direct deposit stubs.
TITLE: Setting Up Prevailing Wage in FOUNDATION TRACK: Payroll
OVERVIEW:
The goal of this webinar is to show you how to effectively set up a prevailing wage job within FOUNDATION. We’ll even show you how to save your company money by applying prevailing wage reduction factors and look at the benefits of using prevailing wage as a true Davis-Bacon setup. Finally we’ll look at how to produce Certified Payroll Reports with great prevailing wage setups.
TITLE: Creating Certified Payroll Reports in FOUNDATION TRACK: Payroll
OVERVIEW:
Many prevailing wage jobs require you to complete Certified Payroll Reports at different times throughout the lifecycle of the job. FOUNDATION pulls payroll information into a report that you can send, email, or electronically transfer to the owner of the job. Join us for this webinar to see how this works, the different reports and formats you can use, and how correcting payroll can affect your reports. As a bonus, we’ll also create and export an electronic format of a Certified Payroll Report.
TITLE: General Ledger History Review / Pivot Tables 3 TRACK: Payroll
OVERVIEW:
This is the final pivot table functionality session in the series. Join us to learn how to access General Ledger history to create dynamic custom General Ledger reports. We'll show you invaluable data for creating budgets based on past history, the End of the Month formula in Excel, how to track General Ledger activity over a period of months and years, and how to use slicers in association with pivot table data. Comparative financials have never been so easy to create and navigate!
TITLE: Payroll in Job Costing - How the Two Relate TRACK: Payroll
OVERVIEW:
This webinar is designed to expand your knowledge of how the relationship between payroll and job costing works. We’ll go over what reports can be exported and how to do so successfully. Please note that we will not be able to cover Pennsylvania local tax exporting during this webinar.
TITLE: Best Practices for Using a 3rd Party Payroll Service TRACK: Payroll
OVERVIEW:
Do you send your payroll to a third party payroll service such as ADP or Paychex? This webinar is designed to show you some of the best practices you can use match your payroll service to FOUNDATION to effectively update your Job Costing. We’ll also tell you a little bit about Payroll4Construction.com – our payroll service just for construction – that can further simplify your payroll processing. (We promise to keep it short!)
TITLE: Mail Merge - Word TRACK: Excel
OVERVIEW:
If you want to learn how to create a mail merge in Microsoft Word, then this session is for you! We'll show you how to do a basic query to pull information from your FOUNDATION database, how to set up templates and label documents, and how to access data from FOUNDATION to pull into the mail merge. You'll be doing personalized mailings in no time!
TITLE: Managing Accruals TRACK: Payroll
OVERVIEW:
While we can’t really track your lost employees, we can help you keep track of many different vacation and sick time accrual plan types. For instance, if your vacation plans change based on your employees’ hire dates but your sick time is based on the calendar year we can show you how to manage! This webinar will show you how to set up the different plan types you need so you can throw away the notebook or spreadsheet that you’ve been using.
TITLE: Closing Out Your Year-End (Calendar and Fiscal) TRACK: Year-End
OVERVIEW:
Year-end can be difficult, but with this webcast, we'll make it easy! Learn how to reconcile your AP & AR to the General Ledger. We'll also show you how to do your year-end closing and how to move profit (loss) to retained earnings. Finally, we'll show you what it takes to prepare and print everything, plus do your 1099s.
TITLE: Year-End Payroll TRACK: Year-End
OVERVIEW:
It seems that year-end rolls around a little more quickly each year, and before you know it, W-2s and all of the other year-end tasks are knocking at your door. This webinar will show you how you can make your year-end duties easier to manage. We’ll show you how to print W-2s and W-3s and what changes to the software will enhance and simplify your year-end experience.


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