2017-07-14 Time & Material: Templates and Reporting

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Time & Material: Templates and Reporting

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DATE: 07/14/17 TIME: 1PM EDT LEVEL: Intermediate PRESENTER: Denver Sperry
After setting up your markup tables in “Time & Material: Setup and Daily Use,” it’s time to create useful invoice designs, customized for your company, that will capture and provide the necessary detail for your customers. We’ll cover some tips and tricks that will help perfect your templates, such as including rollups to summarize the different sections of the time and material invoice.

A/R staff, office staff, controllers

An understanding how to configure Form Genies effectively for desired T/M invoices

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CPE Credit Information*

Prerequisites: None | CPE Credits: 1 | Delivery Method: Group Internet Based

Field of Study: Specialized Knowledge and Applications | Program Level: Intermediate

Advance Preparation: None


*CPE credit is only available when participating in the live webcast.  Watching recorded webcasts will not earn you CPE credit.
Note: A working knowledge of Microsoft Excel is advised for the webinars in the Excel track.  

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