Foundational classes

Client accounting overview - High-level client accounting workflow overview

This class covers; 

• Agency workflow
• Introduction to media billing, agency commission, bill formulas
• Introduction to receiving vendor invoices
• Introduction to vendor invoice matching
  and resolving discrepancies
• Introduction to approving (clearing) vendor invoices
• Introduction to vendor disbursements
• Introduction to cash application
• Introduction to month-end reconciliation

Introduction to Mediaocean records - Understanding client and vendor master data records

This class covers; 

• Understanding the system security
• Reviewing basic record structure in SFM
• Reviewing client, product, estimate, UDEF and UCOMM records
• Reviewing market, master, address and rep records for local & national vendors
• Listing and viewing print vendor records in pubfile

Generating client invoices in spot, national and print toolkit - Generating and reporting on client billing

This class covers; 

• Reporting billable dollars
• Understanding bill types
• Requesting billing in spot, national and print toolkit
• Reversing an incorrect bill
• Printing billing with a logo via archive
• Reporting billed dollars
• Using the transfer program (financial toolkit)

Managing electronic vendor invoices in national
and spot toolkit - Managing, clearing and reporting on national and spot vendor invoices

This class covers; 

• Managing electronic invoices in EASI
• Working with batches
• Converting invoices into NINV
• Deleting and restoring invoices
• Requesting the invoice facsimile report (Z9)

Managing print invoices in print buy toolkit - Managing, clearing and reporting on print vendor invoices

This class covers; 

• Downloading insertions
• Attaching an invoice to insertions
• Working with discrepancies
• Deleting an invoice
• Clearing for payment
• Reviewing invoice history
• Reporting in print buy toolkit

Requesting spot, national and print toolkit writer reports - Understanding, recalling, and requesting custom report formats

This class covers; 

• Listing/displaying/recalling writer report formats
• Understanding the components of a writer report
• Using various writer report actions
• Requesting writer reports

Specialty classes

Financial information system (FIS) - Reviewing summary and detail units and ledgers and accounts information

This class covers; 

• Specifying the request info
• Using FIS with grids features
• Understanding the types of financial information available

Scribe reporting in financial toolkit - Understanding, recalling, and requesting custom financial report formats

This class covers; 

• Understanding the different scribe types
• Listing/displaying/recalling scribe formats
• Understanding the components of a scribe report
• Reviewing the scribe screens
• Requesting scribe RCV reports

Cash application - Managing and reporting on accounts receivable activity

This class covers; 

• Using the transfer program
• RCV program overview
• Applying and unapplying cash
• Applying unapplied cash
• Offsetting receivables
• Writing-off receivables
• Transferring receivable balances
• Splitting receivable amounts
• Reporting on receivable dollars

Vendor disbursements in financial toolkit - Managing, processing and reporting on accounts payable activity

This class covers; 

• Understanding the types of checks
• Using reports to determine payable dollars
• Controlling check run output using marker
• Requesting checks
• Using reports to verify paid dollars
• Recording a manual check
• Voiding a check