Training

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We provide training for all of our software upon request based on an hourly rate fee. Normally, with a new client it only takes a couple hours of training! We find that our software is very user-friendly and people pick it up rather quickly, regardless of what they are used to. If you are a larger organization with a lot of employees, what usually works most effectively is for us to initially train a corporate leader or leadership team, and then that person or people pass along the information to your staff using a presentation.

We provide this service over the phone using an online remote service, which enables you to see our PC (or visa-versa).

There are two outlined training documents on the downloads page.

For users who will be getting reports in Excel it is beneficial, but not required, to have some knowledge of/training in Excel in order to take full advantage of reporting.

If you or your staff would like a training session(s), contact us.

Accounting Training Documents

These documents are a good outline to train first time SGA users. They are meant to be used for training purposes in a classroom setting with a projector. These are only templates, so feel free to make modifications and use them for training your own people. Be sure to fill in the areas with blinking text.

Training Document 1 - Basic
This document is meant to be a handout. It is geared towards budgeters, covering budgeting, printing financial statements, and browsing vendor information.

Training Document 2 - Advanced
This document is meant to be an outline for a presentation using a projector. It covers some additional features the first training document did not. It is to be used for more advanced users who will be doing more than just budgeting.