Table of Contents
Class Descriptions (With Recordings and Training Manuals)
Purpose
As you are on Aspire, it will also be important to learn how to use Aspire with your accounting system. 🍎 This includes learning how the two systems will interact and understanding how to manage Aspire for a better End of Month process. We provide web-based, live training to better understand these concepts, as well as question & answer sessions throughout the week!
📌 Note: We also include recorded sessions from previous webinars if you are not able to attend live sessions within each class description down below.
SAS Class Process Flow
🧠 Check out the each class descriptions with included recordings by clicking here.
Classes for SAS In Order | Class Length |
2 Hours | |
2. Inventory Training (Optional) | 2 Hours |
2 Hours | |
4. End of Month Tasks #36-#47 (SAS Specific) | 3 Hours |
5. Over/Under Training (Optional) | 3 Hours |
1 Hour | |
1 Hour |
SAAS Class Process Flow
🧠 Check out the individual class descriptions with recordings by clicking here.
Classes for SAAS In Order | Class Length |
2 Hours | |
2 Hours | |
2 Hours | |
4. End of Month Tasks #36-#47 (SAAS Specific) | 3 Hours |
3 Hours | |
1 Hour | |
1 Hour |
📆 Class Descriptions (In Order)
This includes any recorded session and training manuals connected to each course!
1. Accounting Basics in Aspire:
Description:
This class will be an overview of Aspire including which accounting option you should use (SAS vs. SAAS), what transfers from Aspire to the Accounting System, how revenue and costs show in Aspire, how revenue and costs are entered into the accounting system.
Who should attend?
Accounting staff should attend this session.
When should you attend?
At the beginning of your implementation project
Live Session Sign Up 🔴
Recorded Session 📹
Training Manual 🧠
📌 Note: For instructions on downloading your own copy of the training manual, click here!
2. Inventory Training:
Description:
In this class, you will learn the basics of how inventory works from start to finish. We will also touch on the do’s and don’ts of inventory in Aspire. You will also learn about less commonly known items such as Job Inventory, Conversions, Tank Mixtures, and Misc. Dollar items. This would be a great learning experience for your Purchasing Manager, Estimators, Accounting Personnel, etc.
Typical Agenda:
Item Catalog Review
Review Inventory in Aspire
How to Purchase to Inventory
Using Holding Accounts in Your Accounting System
How to Read the EOM Report Expense and Inventory Tabs
Who should attend?
SAS and SAAS Accounting & Production staff that will have Inventory in Aspire
When should you attend?
Should be taken around the Estimating milestone in Implementation
Live Session Sign Up 🔴
Recorded Session 📹
Passcode: Cx5*U.%#
3. End of Month Checklist Tasks #1 - #35:
Description:
This is a review of the End of Month checklist from task #1 through task #35. This checklist should be followed throughout the month to review purchase receipts, work tickets, and Inventory to ensure all the information is accurate before closing a month.
Who should attend?
SAS and SAAS Accounting & Production staff
When should you attend?
Should be taken during first month go live in Implementation.
Live Session Sign Up 🔴
Recorded Session 📹
Training Manual 🧠
📌 Note: For instructions on downloading your own copy of the training manual, click here!
4. End of Month Checklist Tasks #36 - #47:
⚠️ Separate Classes for both SAS and SAAS
Description:
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.
Who should attend?
Accounting staff. Be sure you have signed up for the correct class based on SAS or SAAS!
When should you attend?
Should be taken during first month go live in Implementation.
Live Session Sign Up 🔴
Recorded Session for SAS 📹
Passcode: 1bN=?*Xt
Training Manual for SAS🧠
Recorded Session for SAAS 📹
Passcode: .$2NM#9D
Training Manual for SAAS🧠
📌 Note: For instructions on downloading your own copy of the training manual, click here!
5. Over/Under Training:
Description:
In this session, we will review Over/Under: the difference between what has been earned and what has been Invoiced. This is a great report in Aspire. The goal of any company is to create an estimate, do the work (earn the revenue), and invoice the customer. Analyzing this report will ensure this has been done. Production and Accounting staff will benefit from this Training Session.
Who should attend?
Accounting staff. Optional if you are SAS but required for SAAS clients.
When should you attend?
To be completed after the first month close.
Live Session Sign Up 🔴
Recorded Session 📹
Passcode: A0RxQB?8
Training Manual🧠
📌 Note: For instructions on downloading your own copy of the training manual, click here!
6. Pivot Reports and A/R Aging:
Description:
In this session, you will learn how to create pivot reports, review A/R aging reports, and how to add collection notes!
Who should attend?
Accounting staff. Be sure you have signed up for the correct class based on SAS or SAAS!
When should you attend?
2-4 months after your company has graduated from Implementation.
Live Session Sign Up 🔴
Recorded Video 📹
Passcode: !D1ZE*B^
Training Manuals🧠
📌 Note: For instructions on downloading your own copy of the training manual, click here!
Pivot Reports and A/R Aging
7. Accounting Beyond the Basics in Aspire:
Description:
In this session, you will learn how to create Miscellaneous Invoices, Credit Memos, Formulas, Custom Fields, and other general information in Aspire.
Who should attend?
Accounting staff. Be sure you have signed up for the correct class based on SAS or SAAS!
When should you attend?
2-4 months after your company has graduated from Implementation.
Live Session Sign Up 🔴
Recorded Video 📹
Passcode: 2rMZ$@ds
Training Manuals🧠
📌 Note: For instructions on downloading your own copy of the training manual, click here!
Beyond the Basics - Credit Memos, Misc. Invoices, & more!
Q&A: Accounting & Production (Post Implementation)
Description:
Specifically for clients out of implementation, this is a great Q&A (Question & Answer) session for anyone with any Aspire production or accounting questions. These are Q&As for Accounting and Production related questions every Tuesday and Thursday, excluding holidays.
Who should attend?
Everyone not in Implementation! Implementing clients will get their own Q&A's.
When should you attend?
Any time after each class you take!
Instructions on Downloading Training Manuals
If using Microsoft Word
Click the button to download a copy.
Select File ▶️ Download ▶️ Microsoft Word. Make sure to Save when editing or when finished.
If using Google Docs
Click the button to make a copy.
You will be prompted to sign in to your Google account. Once you are signed in, you will be prompted to Copy Document.
Select Make a Copy and the document will open in Google Sheets. Edit as needed.