Fonteva Accounting
Designed specifically for Accounting staff or System Administrators needing a deeper dive into how accounting works in the Fonteva/Salesforce platform.
Course
Cost
Course
March 27, 2024
Session 1: 9:30 a.m. – 12:00 p.m. (ET)
Session 2: 12:30 p.m. – 2:00 p.m. (ET)
Session 3: 2:15 p.m. – 4:30 p.m. (ET)
2024 Accounting Training Dates:
- June 26th, 2024
- September 25th, 2024
*These dates are not yet open for registration and maybe subject to change.
Course Description:
In this course, we take a close look at the foundations of Accounting in Fonteva. This training is designed to provide your staff with everything they need to know to perform daily accounting operations in the Fonteva platform. This comprehensive, deep dive into accounting and Fonteva includes:
- Processing different types of orders
- Understanding created Sales Orders and Transactions
- Applying payments
- Processing refunds
- Canceling memberships
- Adjusting invoices
For more information and details about what we’ll cover during this course, see our Fonteva Accounting Course agenda.
Course Details:
Who’s this course designed for?
- Ideal for Accounting Staff and System Administrators wanting to gain a better understanding of Fonteva Accounting.
- Non-accounting staff members who need a better understanding of how accounting works in Fonteva.
Demo Training Style
- Virtual/webinar-style training uses demonstration by the instructor, to provide more detailed scenarios and examples within the time allotted. There are numerous example records created in our training environment to provide the necessary instruction for this training.
- Although training consists of a demonstration from the instructor, attendees are encouraged to follow along/practice in their own sandbox environments. There will be opportunities to ask questions as we go through the training.
- If you opt to follow along in your Sandbox, we strongly recommend a dual monitor setup for this course so you can both see your instructor’s screen and complete the exercise on your own screen more easily.
Prerequisites
- Basic Fonteva knowledge
- Experience working with Fonteva and navigating in Salesforce
- Optional: Salesforce Sandbox Environment with the Fonteva product installed and configured if opting to follow along during training.
Course Recommendations
- Previous completion of Fonteva’s Platform Training Course or Fonteva’s LMS courses pertaining to Accounting.
- Attend this training during your Implementation to help your Accounting team better understand the system. This will help your team determine business processes and decisions to suit your organization’s needs and define standard operating procedures for your staff.
- If you’ve already gone Live with the Fonteva/Salesforce environment but need to train new employees or want your staff to have a better understanding and comfort level working with Accounting in Fonteva.
- Our training environment is on Fonteva’s Winter21 product release. Please note if your sandbox is on a different release there may be slightly different functionality and your org may look different.
Ready to Register?
Location
- Virtual sessions held over Zoom
- The training is optional hands-on, so please make sure you have a dual monitor set up so you can see the instructor’s screen and complete the exercises on your own computer in your sandbox environment.
Have Questions?
Email if you have any questions about the course, need help identifying which product version you’re working on, or if you’re looking for guidance selecting which courses are right for you. We also offer this course as private training if you have multiple team members you’d like to attend. Reach out to us for more information.
What Our Clients Are Saying
The training was interactive – that is that the participants could ask questions and get immediate answers, as well as some of the participants who have used Fonteva for some years could also provide some of their tips for system usage.
Emmy Courtney,
Business Systems Analyst, California Dental Association
“Topics and scenarios covered in training were relevant to our organization’s needs” was a four, but it is because we had people with diverse levels of use and honestly that is what made it a great session… having folks in different phases of implementation was a bonus for me! I also appreciated the energy of the presentations, the patience, and the follow up. I will definitely be using the recordings and course downloads for the remaining part of the implementation and post implementation.
Glenn Cudaback,
Membership Manager, ATCA