Training Videos InterAcct

This Training Demonstration is a guide to what the first 10 minutes of Onsite training normally covers. The pace of the training will be determined by the Trainee as they will be the one operating the software and can pause to write notes or ask questions at any time.

This Video demonstrates InterAcct Software, Design Changing of the system.

Demostration of the InterAcct Software user security options.

A quick training video on changing a User password.

Importing data from CSV files (Excel) to the InterAcct Database.

How to customise certain menus in the software.

Entering Opening balances before you go live to the system.

Detailed review of the InterAcct Accounts Payable/ Creditors system.

Auto Payment System that allows you to create a suggested list of payments to be made based on certain filters.

Manual cheque payment system

Fixed Asset Module

End of Period Processing System. This function moves data from the GL posting file to the General ledger so that financial reports can be run.

Bank Reconciliation report. This report will compare the balances in the General Ledger file for a bank account to the Bank sub ledger account. .

General Ledger chart of Accounts within InterAcct.

Setup of the GL accounts for the Division and Department module.

End of Financial Year Roll over Routine.

Cashflow report. The report looks at the expected transactions both of funds in and out, compared to the bank balances. It looks at currently entered invoices, payroll as well as trying to add in expected transactions for Purchases outstanding, Works Orders, Payroll not entered and more.

Job Costing Construction Software for Builders and Contractors. This shorter video (6 minutes) has a longer version if you want to see things in more detail or a relaxed pace

Job Accounting shows how to add a (construction related) job, with Job Budget. It shows material requirements, required to purchase, purchasing, works orders, and other job cost transactions.

We get asked alot, what options are there for entering in Timesheets into InterAcct. This video looks at some of the main systems in use with our clients..

Machine Setup in the Standard InterAcct system.

Sales order Distribution system including reviewing Lengths and Sheets and the kitting module.

Sales Order Kitting module. We setup a kit with some parts to it and then make a sale of the kit and show what the standard system reports look like through the process.

A short introduction to Quick invoicing within InterAcct.

Repair work system that allows for quick quotes/estimates under jobs as well as invoicing.

InterAcct Kit estimating system.

Semi-automatic do and charge invoice system available in the Standard Job Costing system of InterAcct.

Periodic Invoice system.

The InterAcct Point of Sale Software (iPOS) is an intuitively designed system designed for application in any retail setting. This short video gives a run through of how it works, some of its features and what it looks like.

Bill of Materials (BOM) right from entering Supplier Masterfiles, the Materials/Products database, and then the BOM.

Quick Production is in the software. It shows setup of a BOM as well as running through a simple example of a production.

Kit Conversion’ system. It can be used as a low cost alternative to InterAcct’s Manufacturers software module, and indeed the Job Costing software. A ‘Kit’ is a simple recipe (single level Bill of Materials) to make something. The Kit can be any combination of Cost Items including Materials, Labour, Sub Contractor’s costs, Factory Machine time, and Sundry Costs. Overheads can also be added to the cost. The Kit Conversion software links with Stock, Customer’s Sales Orders, and Jobs (when making sub assemblies). The emphasis is very much on speed and simplicity of converting component materials into a new finished product.

Stock by Batch Numbers. This module allows for tracking of Batches, Colours, of Expiry dates for products.

Client Relationship Management functions under the standard InterAcct System.

Sending out emails in bulk from the software for Marketing, Pricelists or other notifications.

Standard Letter writer.

Bulk letter writer and emailing function available in the base InterAcct software system. You are able to use HTML emails with attachments and embedded images.

Word export function.

This module synchronises your appointments from InterAcct, Visual Scheduler and your outlook calendar as well pulling in email contact history to your client files.

Types of Jobs in the InterAcct Job Cost system. We turn off and on each of the features and review the options.

Work in Progress Report and WIP accounting.

Detailed job estimating system.

Jobs Getting started menu

Demonstration Video on the Job Costing system.

Review of the Job Costing Accounting Transactions in the system.

Quick job estimating system.

Job Quote options in the standard system. These reports can be further personalised (to some extent by Users) to better meet your needs.

Difference between Job costs Employees and Payroll Employees in the standard InterAcct Software

Job Cost Log system.

Job Costing system JSA report.

Semi-automatic do and charge invoice system available in the Standard Job Costing system of InterAcct.

Repair work system, that allows for quick quotes/estimates under jobs.

One of the 2 versions of the InterAcct software Remote tablet timesheet application. In this version you can easily control large teams of staff while onsite updating their timesheet data. It can also work in an offline mode syncing back the data when Internet connections are restored.

Service Maintenance software module is one of the more popular add-on features of InterAcct’s Job Costing, Estimating, and Quoting system. It allows you to create a client’s equipment register by Type, Make, Model, and Serial Number, plus record details of Service Contracts. It is an automatic process to create service jobs and then monitor expected service jobs against actual costs. There are lots of search enquiries including warranty and service contract expiry dates, and search by serial number. A good overview to watch.

Scheduler, you can create a graphical calendar of your diary – to see one or more employees, for a day, week, or month.

Kitchen/Joinery Module allows you to set up standard Production Processes in the correct make sequence, which are then automatically attached to the Job.

All you then need to do is add the scheduled Start Date & Time, and expected completion time for each process.  You can attach relevant parties too like the Employee responsible, Plant & Equipment required, and/or the Sub Contractor involved.

Once this information has been added for each process under the Job, the InterAcct “Alert Diary” is updated – both for the Employee and the relevant Production Department (Cost Centre) involved.

From there, InterAcct can also automatically update the (optional) Visual Calendar – to show the schedule of work for both (selected) Employees and Cost Centres (for a Day, Week, or Month).

Variation to Contract on a Project/Job setup with sub jobs of Phases.

Timesheets to jobs.

Stock issues to jobs. Taking materials from the warehouse and putting them in production or to the client site.

Machine Time to jobs. Using captial equipment on a job and booking a portion of the costs to run/own that machine to job costs.

Sundry Costs to jobs. Costs that dont fit into the other categories.

Accounts Payable/ Creditors system.

Works Order System for Subbies. We also put in a claim from a Sub-Contractor.

Cost Accounting complete Video. It shows material requirements, required to purchase, purchasing, works orders, and other job cost transactions.

Payroll tables. This will need to be completed before entering in Payroll Employees.

Payroll Employees. This will need to be completed before entering in Payroll Transactions or Opening balances.

Entering of Payroll Transactions.

Payroll Super Funds.

Opening balances and termination pay items.

Real Estate Software. It should be viewed in conjunction with reading the Real Estate Software Profile which can be found under the industries tab.

 

Point of Sale Software (iPOS) is an intuitively designed system designed for application in any retail setting. This short video gives a run through of how it works, some of its features and what it looks like.

Job Costing Construction Software for Builders and Contractors.

It should be viewed in conjunction with reading the Construction Software Profile  which can be found under the industries tab.

The video shows the Cost Analysis available – in total, sub totals by Job Phase, and by Cost Item.

The Kitchen/Joinery Module allows you to set up standard Production Processes in the correct make sequence, which are then automatically attached to the Job.

All you then need to do is add the scheduled Start Date & Time, and expected completion time for each process.  You can attach relevant parties too like the Employee responsible, Plant & Equipment required, and/or the Sub Contractor involved.

Once this information has been added for each process under the Job, the InterAcct “Alert Diary” is updated – both for the Employee and the relevant Production Department (Cost Centre) involved.

From there, InterAcct can also automatically update the (optional) Visual Calendar – to show the schedule of work for both (selected) Employees and Cost Centres (for a Day, Week, or Month).

Importing data from CSV files (Excel) to the InterAcct Database.

How to request support for InterAcct.

Word Template function for letters and Quotes.

Setup user security within InterAcct.

Clearview Function to be able to resort, filter or adjust any list view within the software.

Re-Organising data files

adding new users to the system

The InterAcct Software application is an ERP system. This video looks to what is involved in the system. If does not get into the details of everything the software can do, just an overview.

Accounting software standard reports and some of the other screens used for accounting transactions.