Upcoming Webinars

 All the below webinars are run using Palace Live. 

         

 

 

Transactions 

This training will take you through the whole transaction area and explain each function so that you can understand the best way to use it.

Tuesday 22nd August 2017 - 11:30am EST/ 1:30pm NZT 

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Reconciliation & Trust Accounting

How should a trust account work, how important is the bank reconciliation and how does it work? Come and learn what you should know and how important dates are.

Wednesday 23rd August 2017 - 11:30am EST/ 1:30pm NZT 

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Month End  

Month End – Setting up Month End to work for you, A look at each step in the Wizard. An explanation of the reports that are generated. What reports need to be checked prior to Month End

Thursday 24th August 2017 - 11:30am EST/ 1:30pm NZT 

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Work Order Through Creditors   

This is a full on training, looking at all the creditor functions - From setting up the creditor right through to works orders and processing invoices through to paying creditors. This will cover the new features of repetitive invoices, part payment invoices and priority payments.

Friday 8th September 2017 - 11:30am EST/ 1:30pm NZT 

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Mailmerge correspondence  

Palace has a full mailmerge function, you can set up your own templates. You can send bulk letters and bulk emails. Attend this training to learn how to use the mailmerge function to its fullest

Monday 11th September 2017 - 11:30am EST/ 1:30pm NZT 

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Principal Training -  Statistic Reports and Other Functions

What parts of Palace should you be checking to protect yourself from Fraud. 
What parts of Palace should you be checking to grow your rent roll, or just use it for reporting purposes 
Find out about KPI reporting

Tuesday 12th September 2017 - 11:30am EST/ 1:30pm NZT 

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Bond Payment Receipts and Refunds 

This session will cover the Bonds process. Learn about Bond Payments, Receipting of Bonds and also how to handle any refunds.

Wednesday 13th September 2017 - 11:30am EST/ 1:30pm NZT 

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Palace Housekeeping 

In order for Palace to work at its best, it must be "cleaned" regularly. This session will look at the reports and areas of Palace that it is important to keep track of to make sure that the information in Palace is correct and up to date.

Thursday 14th September 2017 - 11:30am EST/ 1:30pm NZT 

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Month End  

Month End – Setting up Month End to work for you, A look at each step in the Wizard. An explanation of the reports that are generated. What reports need to be checked prior to Month End

Tuesday 19th September 2017 - 11:30am EST/ 1:30pm NZT 

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