Accounting Class Signup and Recordings

Just looking for the calendar?

Here you go: Accounting class calendar

For production and accounting power users, this series of classes teaches you how Aspire works with your accounting system, best practices for completing End of Month, and how to maintain Inventory. These web-based, live trainings help you to better understand these concepts and offer chances to ask questions throughout the week!

To learn how to sign up for live training, discover class topics, and access recordings from past classes, keep reading.

How to sign up for Accounting classes

1. Click this link: Accounting Related Class calendar

2. Click on the training you want to sign up for in the calendar.

   1. Some of the trainings have an accompanying Training Manual. Look for a link below the calendar event description and click to open it in a new tab.

      

3. Click the Register Here link in the pop-up.

4. Fill in your information, and click Register.

You'll get an email invitation for the session you signed up for.

Topics and recordings

Here are the topics covered in the Accounting classes. Can’t make it to a class you want to take? Check out the recordings below each class listing!

Important!

Some of the trainings have an accompanying Training Manual.

Accounting Basics in Aspire

An overview of Aspire accounting options (SAS vs. SAAS), what transfers from Aspire to the accounting system, how revenue and costs show in Aspire, and how revenue and costs are entered into the accounting system.

Inventory training

Learn the basics and the do’s and don’ts of using inventory in Aspire. You'll also learn about less common topics such as Job Inventory, Conversions, Tank Mixtures, and Misc. Dollar items.

This class is optional for SAS clients but required for SAAS clients.

End of Month Tasks #1-35

This is a review of tasks 1-35 in the End of Month checklist. Follow this checklist throughout the month to review Purchase Receipts, Work Tickets, and Inventory to ensure all the information is accurate before closing a month.

End of Month Tasks #36-47

This class will walk you through setting up the journal entry export, entering the journal entry into the accounting system, and reconciling the Balance Sheet.

Over/Under Training

In this session, we review the Over/Under report which shows the difference between what's been earned and what's been Invoiced. This class is optional for SAS clients but required for SAAS clients.

Pivot Reports & Aging

This class will teach you how to create pivot reports, review A/R aging reports, and add collection notes.

Accounting Beyond the Basics in Aspire

This session teaches you how to create Miscellaneous Invoices, Credit Memos, Formulas, Custom Fields, and other general information in Aspire.