RFMS Advanced Accounting

This advanced-level Accounting workshop is designed to take your RFMS knowledge to the next level and help improve usage and efficiency in your daily operations. Previous RFMS use and general accounting knowledge is recommended. Some items covered are:

Products:

  • Discover ways to track reportable items
  • Learn how to use General Range Edits for a variety of functions


Order Entry:

  • Learn about process in Order Entry that directly impact Accounts Receivables, collections, financials, commissions, and sales tax
  • Discounts, Customer Holds, Credit Limits


General Accounting:

  • Close and balance a month
  • Balancing subsidiary reports
  • How to customize a P&L
  • Journal Entries
  • Troubleshooting issues


Human Resources:

  • Learn how to streamline Installer Payroll
  • Commissions


Who is this class recommended for?

  • RFMS Users familiar with basic functions
  • Owners, office/accounting personnel
  • Cross Training

How does virtual training work?

This workshop allows you to connect to a practice copy of the RFMS Management system using your own desktop or laptop computer at your remote location (at your store or elsewhere).  You will also login to a Ring Central meeting where you will be able to see and hear the instructor and any other students who share their camera.  This is where you can communicate and ask questions or chat using the online chat box.

The instructors can also virtually monitor your practice screen and can take control of your screen if you need help.  

What else is included?

Each attendee receives any electronic documentation/presentations available for the class, a complete recording of the class session and access to the virtual practice lab for two weeks following the live training. This is perfect for additional practice in RFMS.

What do I need to get connected?

Click on the Download button to download and view/print detailed instructions which include how to test your connections, hardware requirements and more.  You will receive the links and access information to the lab in your confirmation email after registration is completed.


At-a-Glance Agenda

At Least 1 Day Before Class

Test connections using practice links provided in confirmation email.
Thoroughly read instructions.


Day of Class

10:00 am CENTRAL
Log into the Lab and Ring Central meeting

10:30 am CENTRAL
Class begins

12:00 pm
Lunch

1:00 pm
Class resumes

2:30 pm
Break

2:45 pm
Class resumes

4:00 pm
Class concludes

Day After Class

Class Recording Link is emailed to you

Virtual Lab is available for additional practice for two weeks

Registration:

  • Virtual Classroom/Workshop - 1-Day Hands-On Training
    RFMS Advanced Accounting
    Thursday, February 22, 2024

Who is Attending?


Billing Information

  • Visa
  • Mastercard
  • American Express
  • Discover
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