Accounting Integration

Material Title	Topics covered
Business Group Tracking	How business group tracking works Turning on business group tracking.
Category Tracking	How category tracking works Turning on category tracking.
Chart of Accounts and simPRO Financials	Chart of Accounts overview Financial reporting simPRO financial defaults Cost centres Payment methods.
Financial Tracking Overview	Inventory tracking Business group tracking Category tracking Tracking compatibility.
Inventory Tracking	How inventory tracking works Preparing to use inventory tracking Turning on inventory tracking.
MYOB AccountRight Live - Accounting Integration Setup	Important preparation How to set up your accounting link Access accounting link for the first time How to import your customers and suppliers from MYOB.
MYOB AccountRight Live - Using the Accounting Link	Transfers between simPRO and MYOB AccountRight Live Post transactions from simPRO to MYOB AccountRight Live Review transfer history.
QuickBooks Online Plus - Accounting Integration Setup	How to set up your accounting link Access accounting link for the first time How to import your customers and suppliers from QuickBooks Online Plus.
QuickBooks Online Plus - Using the Accounting Link	Transfers between simPRO and QuickBooks Online Plus Post transactions from simPRO to QuickBooks Online Plus Review transfer history.
Setup Financial Defaults	Enter key account details Adjust invoicing settings.
Setup Payment Methods	Set up payment methods Set up simPRO Payments credit card types.
simPRO and Quickbooks Online	QuickBooks integration setup Export different types of transactions through the accounting link
simPRO and Xero	Xero integration setup Export different types of transactions through the accounting link.
AU / NZ: Tax in simPRO UK: Tax in simPRO US: Tax in simPRO	Tax overview Create and manage tax codes Apply tax codes to override default settings Review and display tax for quotes, jobs.
Xero - Accounting Integration Setup	Important preparation steps How to set up accounting link in simPRO How to import customers and suppliers from Xero.
Xero - Using the Accounting Link	Transfers between simPRO and Xero Post transactions from simPRO to Xero Import payments from Xero to simPRO Review transfer history.

Getting Started

Material Title	Topics covered
AU / NZ / UK: 01 - Getting Started with simPRO Enterprise US: 01 - Getting Started with simPRO Enterprise	Introduction to simPRO Change management Workflows Accounting integration overview Cost centres Catalogues Overhead and employment costs Preparation for a successful implementation
AU / NZ: 02 - Introduction to simPRO US: 02 - Introduction to simPRO	The simPRO story The simPRO team at your service How simPRO can help your business What simPRO solutions are available for you in the office What simPRO solutions are available for your staff in the field.
AU / NZ: 03 - Change Management UK: 03 - Change Management US: 03 - Change Management	The concept of change management The change management cycle How to support people who adopt change in different ways How to support people experiencing difficulty through change.
AU / NZ: 04 - Workflows UK: 04 - Workflows US: 04 - Workflows	What is a workflow Why workflows are important in your business How workflows relate to your simPRO implementation How can you map out workflows.
AU / NZ: 05 - Accounting Integration Overview UK: 05 - Accounting Integration Overview US: 05 - Accounting Integration Overview	Accounting Integration in simPRO Accounting software packages Import and export of data.
AU / NZ: 06 - Cost Centre Setup UK: 06 - Cost Centre Setup US: 06 - Cost Centre Setup	What are cost centres Cost centres in simPRO Mapping cost centres.
AU: 07 - Overhead and Employment Costs NZ: 07 - Overhead and Employment Costs UK: 07 - Overhead and Employment Costs US: 07 - Overhead and Employment Costs	Overheads in simPRO Gross & Nett profit system Overhead and employment calculator.
AU / NZ: 08 - Catalogue Overview UK: 08 - Catalogue Overview US: 08 - Catalogue Overview	simPRO catalogue simPRO catalogue structures Importing catalogues Manual catalogue entry.
AU / NZ: 09 - Preparation for successful implementation UK: 09 - Preparation for successful implementation US: 09 - Preparation for successful implementation	Going live with simPRO Preparation for your implementation What to expect during your implementation.

Invoices

Material Title	Topics covered
Apply Payment to Invoices	Payments overview Apply payment in simPRO Email a payment receipt
Invoices - Deposit Invoices	Deposit invoice overview Create a standard deposit invoice Create a claim per item deposit invoice Create a consolidated deposit invoice.
Invoices - Progress Claims	Progress claim overview Create a standard progress claim Create an invoice by item progress claim Create a final claim.
Invoices - Request for Claim	Request for claim overview Create and convert a request for claim Create an invoice by item request for claim.
Invoices in simPRO - Tax Invoices	Tax invoice overview Create a standard tax invoice Create an invoice by item tax invoice Create a consolidated tax invoice.
Invoices Overview	Invoice Overview Invoice Types Creating an Invoice Invoice Setup.
Manage Commissions	Commissions outline Creating commission tiers Assigning commission tiers Including commission cost on a job Triggering commissions Commission report.
Raise a Customer Credit Note	Credit note overview Outstanding credits Stand-alone and bad debt credits Raise a customer credit note Email a customer credit note.
Recurring Invoices	Overview of recurring invoices Create a recurring invoice template Create invoices from a recurring invoice template Skip a period Update recurring invoice pricing.
Void an Invoice	Voiding an invoice overview Void an invoice Email voided invoice.

Jobs

Material Title	Topics covered
Create a Project Job	Convert a project quote to a job Sections and cost centres Add parts and labour Apply retention settings.
Creating and Scheduling a Service Job	Service jobs in simPRO Creating and scheduling service jobs.
Do and Charge Service Job Workflow	Create single cost centre service jobs Schedule service jobs.
Job Cards	Job card overview Job card setup Send and receive job cards Review and approve job cards.
Manage a Project Job	Add and organise attachments Adjust cost centre totals Edit pre-builds for a specific job Enter quote and job notes View quote and job logs Create project tasks.
Manage Project Stock	Stock management Create supplier quotes Purchase orders.
Quoted Service Job Workflow	Workflow overview Review and assign required materials for quoted service jobs Schedule service jobs.
Recurring Jobs	Create a recurring job Add required material and labour Add assets to be serviced View due recurring jobs Skip recurring job period Update recurring job pricing Create jobs from recurring job Schedule and invoice new pending jobs.
Service Job Management	Update job notes, attachments and tasks Update job settings Archive jobs.
Service Job Materials Management	Service job materials overview Assign and unassign stock Create a purchase order from a service job Update billable materials.
Service Job Navigation and Setup	Service job overview Locate service jobs System setup options.
Service Job Schedule Management	Create schedules Remove schedules Adjust schedules Update billable labour.
The Breakdown Table for Jobs	The breakdown table in the job summary The Parts & Labour table in a cost centre Lock cost centres Adjust totals.
The Project Overview in Jobs	The Project Overview tab Budget summary and projected remaining costs Adjust materials sell, markup and resources.
Variations	Variation cost centres Add variation cost centres Approve variations Invoice variations.

Leads

Material Title	Topics covered
Create and Manage Leads	Create a lead Convert a lead Close a lead.
Leads Management	Update leads Convert leads Archive leads.
Leads Navigation and Setup	Leads overview Access leads System setup options.
Leads Workflow	Create leads Schedule leads Email and print leads.

Materials

Material Title	Topics covered
AU / NZ: Catalogue Overview UK: Catalogue Overview US: Catalog Overview	simPRO catalogue simPRO catalogue structures Importing catalogues Manual catalogue entry.
Create a Catalogue Item	Create a catalogue item Add item details and pricing Associate suppliers Link catalogue items.
Create a Description Purchase Order	Benefits of a description purchase order Create a description purchase order Approve a description purchase order Email a description purchase order.
Create a Flat Rate Price Pre-build	Flat rate price pre-build overview Benefits: Flat rate price pre-builds Create a flat rate price pre-build.
Create a New Catalogue Order	Create a catalogue purchase order Assign a catalogue purchase order to multiple destinations Approve a catalogue purchase order Email a catalogue purchase order.
Create a Standard Price Pre-build	Pre-build overview Standard price pre-build overview Facts about pre-builds Create a standard price pre-build.
Create a Storage Device	Create a storage device Set default storage device Storage device options Assign a storage device to an employee.
Create an Item Entry Purchase Order	Benefits of an item entry purchase order Create an item entry purchase order Approve an item entry purchase order Email an item entry purchase order.
Credit a Purchase Order	Credit a purchase order overview Create a credit Enter the credit invoice number Address material warnings.
Import Catalogue-Generic	Import a generic catalogue Import settings Match import columns Import summary.
Receipt a Purchase Order	Receipt a purchase order overview Receipting catalogue orders or PO numbers View existing receipts Receipt a purchase order Use additional features Adjust Tax Select an item’s cost centre Bulk set invoice quantities to zero Receipt workflows.
Restock a Storage Device	Restock a storage device from: Purchase orders Supplier quotes Other storage devices Set minimum and restock levels Receive alerts for low stock levels.
Stocktakes and Adjustments	View stock adjustments and stocktakes Perform a stock adjustment Perform a stocktake Approve stock adjustments and stocktakes.
Take Off Templates	Create take off template groups Create take off templates Use take off templates on quotes and jobs.
Transfer Stock	Transferring stock Overview Transfer stock between storage devices Transfer stock to multiple storage devices Transfer stock from within a storage device.
Receipt a purchase order	Receipt a purchase order overview Receipting catalogue orders or PO numbers View existing receipts Receipt a purchase order Receipt workflows.
Credit a purchase order	Credit a purchase order overview Create a credit Enter the credit invoice number Address material warnings.

Navigation

Material Title	Topics covered
Accessing simPRO	Log in to simPRO Service Edit account details Log out.
Advanced Search	Use the advanced search feature Wildcard searches.
How to Navigate Within Card Files, Projects, and Setup	Navigate within card files, projects, setup, and other data entries in simPRO in different ways.
Modify Table View	Benefits of Modifying Tables Accessing modify table view Understand how to use modify table view Restrict modify table view using security groups.
Quick Navigation	Keyboard shortcuts Breadcrumbs The ‘More’ button.
Saved Searches	Create saved searches Use saved searches.
The simPRO Dashboard	simPRO menus Benefits of different dashboards Navigate from the dashboard using menus Understand the different dashboard views Return to the dashboard.
View Alerts	View alerts Understand alert types Download alerts.

People

Material Title	Topics covered
Contractor Work orders	Create and manage contractor work orders Schedule a contractor Email a contractor work order Dispatch work orders to other simPRO users.
Create a Customer	Create a customer Add a site to a customer Adjust customer settings Manage customer notes Apply specific customer rates View customer statement.
Create a Site	Create a site Enter site details Add and manage customer assets View history, attachments and notes.
Create a Supplier	Create a supplier Set up a supplier card file View supplier history, attachments and notes.
Create an Employee	Create an employee Set up an employee card file Set up scheduling availability Set up pay rates and schedule rates Set up licences Set up emergency contacts
Create and Manage Contractor Invoices	Create a contractor invoice Create and approve RCTIs Email RCTI to contractor for approval Approve RCTI in the contractor portal Mark invoices as paid in simPRO.
Create Contractors	Create a contractor and set up the card file Set up scheduling availability Set up pay rates and schedule rates.
Import Customers	Import customers Import settings Match import columns Import summary.
Import Employees and Contractors	Import employees and contractors Adjust import settings Match import columns View import summary.
Import Sites	Create an import file Adjust site import settings View imported sites.
Import Suppliers	Import suppliers Import settings Match import columns Import summary.

Quotes

Material Title	Topics covered
Create a Project Quote	Create a project quote Add parts & labour Structure a project quote Send a project quote.
Create a Service Quote	Service quotes in simPRO Creating a service quote.
Manage a Project Quote	Manage a project quote Use notes and logs Manage project tasks.
Optional Cost Centres	Optional cost centres Add optional cost centres Make optional cost centres billable.
Scheduled Service Quote Workflow	Create single-cost-centre service quotes Schedule quotes Add parts and labour to quotes Email and print quotes.
Service Quote Management	Update quotes Convert quotes Archive quotes.
Service Quote Navigation and Setup	Service quote overview Locate service quotes System setup options.
Service Quote Workflow	Create single-cost-centre service quotes Add parts and labour to quotes Email and print quotes.
The Breakdown Table in Project Quotes	The breakdown table in the quote summary The Parts & Labour table in a cost centre Lock cost centres Adjust totals.
The Project Overview in Quotes	The Project Overview tab Projected budget and remaining costs Adjust materials sell, markup and resources.

Schedules/Timesheets

Material Title	Topics covered
Schedule Overview	Benefits of scheduling Who can be scheduled What can be scheduled Accessing schedule Scheduling Setup.
Schedule Using Day and Week View	Outline of Schedule: Day & Week View Schedule a Job or Quote Schedule an Activity Advanced Schedule Functions Project Scheduling Functions.
Schedules - Run Sheets - Advanced	Overview of run sheets Printing and emailing run sheets Setting up run sheets.
Schedules Using Month View	Outline of Schedule: Month View How to use the Month View Schedule Options Project Scheduling Options.

simPRO Mobile

Material Title	Topics covered
simPRO Mobile: Quote and Sales	simPRO Mobile navigation Sales Agenda Drafts Create new Jobs and Quotes Update existing Jobs and Quotes Build Options Present Options.
simPRO Mobile: Timesheet	simPRO Mobile navigation Timesheet module settings Timesheet Agenda Create Time Blocks Clock on and off.
simPRO Mobile: Service	Basic simPRO Mobile navigation Manage the Service Schedule Times page Clock on / off Schedule Activities Job Overview Complete Jobs and Quotes Building and Presenting Options.

eForms

Material Title	Topics covered
Introduction to eForms	Accessing and logging into the eForms Portal Setting up Security Groups Setting up Users Setting up simPRO Integration
eForms Managing Form Templates	Create and Manage eForms Templates Basic Form Creation simPRO integrated Fields View and Manage submitted forms
eForms App	simPRO eForms Logging in and navigation Completing a form Editing drafts and submitting

Connect

Material Title	Topics covered
Connect Ordering	Workflows in Connect Create job purchase orders Stock Purchase Orders Purchase Order Numbers.
Connect Assets Maintenance	Workflows in Connect Manage Assets in Connect.
Connect Tools	Retrieve Projects Tasks Activities Reports Speech to text.
Connect Billing	Workflows in Connect Connect and simPRO Mobile How to update pricing in Connect How to create an invoice in Connect How to apply a payment in Connect.
Connect Jobs	Workflows in Connect How to open an create jobs in Connect Create a customer Mobile statuses Audits, Attachments, work notes and job times Record used materials Sign off on a job View and update job pricing Submit a job.
Connect Quotes	Workflows in Connect How to open and create quotes in Connect Create a customer or lead Change mobile statuses View and update quote pricing Audits, Attachments, and work notes Email quotes Record quote times Submit a quote.
Connect Overview	Download and Login to Connect Navigate the Dashboard Navigating the Runsheet Connect Notifications Sync Connect.

Accounting Integration

Course Title	Topics covered
Accounting Integration - Overview	How simPRO integrates with accounting packages How to complete some of the key financial setup What information can be exported.
Accounting Integration - Xero	How to setup your simPRO to Xero integration How to use the simPRO to Xero accounting link.
Accounting Integration - MYOB AccountRight Live	How to set up your simPRO to MYOB integration How to use the simPRO to MYOB accounting link.
Accounting Integration - Quickbooks Online Plus	How to set up your simPRO to QuickBooks integration How to use the simPRO to QuickBooks accounting link.
Financial tracking in simPRO	Inventory tracking Business group tracking Category tracking.

Getting Started

Course Title	Topics covered
AU: Getting Started with simPRO Enterprise NZ: Getting Started with simPRO Enterprise UK: Getting Started with simPRO Enterprise US: Getting Started with simPRO Enterprise	Getting Started with simPRO Enterprise Introduction to simPRO Change management Workflows Accounting integration overview Cost centre setup Overhead and employment costs in simPRO Catalogue overview Preparation for successful implementation.

Invoices

Course Title	Topics covered
Invoicing	Invoices - overview Deposit invoices Tax invoices Recurring invoices Request for claim Progress claims How to apply payment to invoices How to raise a customer credit note How to manage commissions.

Jobs

Course Title	Topics covered
Service Jobs	Do-and-charge service job workflow Service job navigation and setup Creating and scheduling a service job Service job schedule management Job cards Service job materials management Service job management.
Recurring Jobs	Recurring jobs Service job schedule management Job cards Service job materials management Service job management.
Create and Manage Project Jobs	The following materials will provide an understanding of project jobs which simplify and break down large projects into more manageable sections.

Leads

Course Title	Topics covered
Create and Manage Leads	Leads workflow Leads navigation and setup Create and manage leads Leads management.

Materials

Course Title	Topics covered
Create and Import Catalogues	Catalogue overview Create a catalogue item Import a catalogue - generic.
Manage Materials	How to transfer stock How to restock a storage device.
Pre-Builds	Create a Standard Price Pre-build Create a Flat Rate Price Pre-build.
Create and Manage Orders	Create a Catalogue Purchase Order Create a Description Purchase Order Create an Item Entry Purchase Order Receipt a Purchase Order Credit a Purchase Order.

Navigation

Course Title	Topics covered
simPRO Navigation	The simPRO dashboard Advanced search Modify table view Saved searched How to navigate within card files, projects, and setup.

People

Course Title	Topics covered
Manage 'People' in simPRO - Customers, Sites, Suppliers, Employees	Create a customer Import customers Create a site Import sites Create a supplier Import suppliers Create an employee Import employees and contractors.
Create and Import Customers	Create a customer Import customers.
Create and Import Sites	Create a site Import sites.
Create and Import Suppliers	Create a supplier Import suppliers.
Create and Import Employees	Create an employee Import employees and contractors.
Create and manage Contractors & Contractor Invoices	Create and manage contractors - Enterprise Import employees and contractors How to create and manage contractor work orders - Enterprise How to create and manage contractor invoices.

Quotes

Course Title	Topics covered
Create and Manage Service Quotes	Service quote workflow Service quote navigation and setup Creating a service quote Scheduled service quote workflow Service quote management.
Create and Manage Project Quotes	The following materials will provide an understanding of project quotes which simplify and break down large projects into more manageable sections.

Schedules/Timesheets

Course Title	Topics covered
Schedules and Timesheets	Schedule overview Using day and week view Using month view Run sheets.

Mobility

Course Title	Topics covered
simPRO Connect	Connect Overview Connect Quotes Connect Jobs Connect Billing Connect Tool Connect Assets Maintenance Connect Ordering.