Three popular training topics are included in your conference registration this year! Descriptions of the training topics are noted below.

Customer Master Addresses - Your Key to Customer Master
This included hands-on training session will focus on one of the most critical aspects of Customer Master – Addresses. During this session, we’ll discuss the clean-up process, use of auto-assigned values, E911 automation, and more. Customer Master Addresses will be the key to successful use of new features in Customer Master, so don’t miss this valuable session! Separate registration is not required for this included training session.

Customer Master Receivables 101
Show me the money! Learn how to manage your accounts receivable effectively. During this session we’ll look at a variety of options in tracking your payments, discuss how to effectively use tools in managing payments, and optimize receivable reports. Separate registration is not required for this included training session.

Accounting Master General Ledger
Step out of your everyday routine and learn key general ledger options during this one hour session.  We’ll focus on utilizing the journal entry screen, including reversing and inter-company entries, along with other helpful processes and reports to help you fully utilize your accounting software. Separate registration is not required for this included training session.

Information on the schedule of included training sessions will be made available during the opening general session at the MBTC.

Descriptions for Paid Training topics are listed below. A separate registration form for Paid Training is available by clicking on the button below.



Accounts Payable – Utilize the Latest Features - $69
Take advantage of newest features in Accounts Payable. This session will focus on the automation of Use Tax accruals in association with the purchase order and inventory modules. Additionally, you’ll learn how to optimize your office using the AP attachments feature.

Tracking Human Resources Information in Accounting Master  - $69
Accounting Master now includes a Human Resources module. We’ll discuss in detail effective tracking of your employee information in Accounting Master.   

Electronic Scheduling and Notifications in Customer Master - $69
Now more than ever it’s important to schedule appointments for service orders and trouble tickets. During this session we’ll show you how to effectively manage your schedule, interface with your Outlook calendar, and send notifications to your staff when work needs to be done.

Plant Cleanup Options - $99
Does your plant data need attention? Not sure where to begin? Plant Cleanup Options will teach you how to identify issues in your plant data in Customer Master and methods for implementing a data improvement project. We’ll look at the variety of options associated with plant cleanup and discuss the pros and cons of each option. You'll also learn methods for keeping your plant in top shape after your cleanup project.

Customizing your Bills - $69
Customer Master provides many options to customize your bill. During this session we’ll review bill presentation options, learn how to create personal bill messages and discuss additional tools in effective customer communication.

Effective use of USPs, Bundles, and Variable Rate Pricing in Customer Master - $69
Is it time to review your bundles and USP codes? We’ll take a close look at how USP codes and Bundles are used in Customer Master. We’ll also train you on how to use variable rate USP codes to maximize your price offerings.

Customer Master Advanced Trouble Tickets - $69
This course shows you how to utilize the advanced optional features of the Trouble Ticket module in Customer Master. Learn how to use Categories and Actions, Trouble Ticket automatic escalation and notification, SMS text and Email notification, Trouble Ticket Inbox and the Mass Outage tools.

Customer Master / Accounting Master Interface Options - $69
During this session, we’ll review how to best use the AM/CM interfaces including billing journal entries, cash journal entries, and new credit refund options.  This session will be offered during the "Fun Day" activities for those of you who want to get a jumpstart right into the sessions and training. This bonus session will be repeated on the last day of sessions as well.