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21st March - Month-end Seminar - Save the Date

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Month-end is considered as one of the biggest challenges the finance team face, however, with a little planning and organisation you can get through the process in a matter of hours by following our key steps in Paprika. This half day training seminar is designed to provide finance users with the necessary competencies to complete month-end procedures in an accurate and timely fashion.


Date: 21st March 2018

Session start times:

Morning Booking: 9:00am – 12:30pm  (7 available places)

Afternoon Booking: 13:30 – 5:00pm  (7 available places)


Location:

techUK

10 St Bride Street

London

EC4A 4AD


Why you should attend this seminar?

You should attend this course if you would like to understand the best way to complete month-end in Paprika. Learn which reports can help when things aren’t balancing. Ensure you’re adhering to best practice and carrying out the right checks before making any journal entries, and speed up month-end procedures with our handy tips.


Who should attend this seminar?

To attend this course you must be a Class 1 finance user and proficient in accounting. This is an intermediate level course and is ideally suited to Management Accountants, Financial Controllers, Finance Directors, Heads of Finance, or someone soon to be promoted to any of the above positions. Please be aware that some parts of this course will relate to Accounts Receivable and Accounts Payable positions, but it’s not exclusively designed for these users.


What’s on the agenda?

We will cover month-end accounting procedures and the tasks required to ensure that all of a business’ financial records are balanced before the start of a new month. This will include the following steps:

  • Accounts Receivable – processing all transactions e.g. all Sales Invoices included in period
  • Accounts Payable – processing all transactions e.g. all Purchase Invoices included in period, Staff Expenses, Credit Cards etc
  • Payroll (not part of Paprika but journal entries only)
  • Reconciliation – Bank, Creditors, Debtors, Accruals, Prepayments, Foreign Currency, Deferred/Accrued Income & Journals, Job Reconciliation, WIP and COSA ,VAT, Inter-company
  • Adjustments – Journal entries for missing income/expenses etc
  • Reporting – P&L, Nominal Analyser, Trial Balance, Balance Sheet, User Defined Reports & more…
  • Closing – Close Nominal Period

A combination of theory, examples and interactive quizzes will form the basis of the session. All attendees will receive a new Paprika month-end manual, which includes the examples covered on the day.

Notice: please be aware that the course will include functionality available in the latest version of Paprika, 8.1. To make sure the content is relevant for you, ensure you’re on version 8.0.3 (or higher) due to the functionality which will be covered, such as the Credit Controller module. Other versions will differ.


Who are the course leaders?

India Quow, former client and Global Revenue Accountant, will be leading this course. Having used Paprika in her past finance role, and now as a Paprika expert, India will guide you through her key steps to achieving a time-efficient and accurate month-end.

Benjamin Baker, part of the Client Engagement team, will be assisting. His experience of running other seminars, like the WIP Reconciliation and Dashboard training course, makes Benjamin the ideal expert to help drive the session. With their combined knowledge, it’s the ideal opportunity to get to the bottom of any month-end issues.


What do I need to bring with me?

All course materials will be provided. We encourage you to make notes using the handouts and Paprika month-end manual, which covers all of the examples discussed throughout the seminar.  Attendees are welcome to bring their laptops if you prefer typed notes, but these are not essential. A willingness to interact and share experiences is beneficial to all, this will ensure you get the most out of the session.

Tea, coffee and biscuits will also be available from the techUK networking area.


What is the cost of this course?

Single Ticket - £175 (individual)

Team Ticket - £150 (per person on the ticket)

(Prices exclude VAT)


Book your place now!

To book, please click here to complete our online booking form. Please allow 2 working days for us to process your booking. Once you have received confirmation of your booking, Client Services will be in touch to invoice.


Email to the boss

Some bosses need convincing, so feel free to copy and paste this persuasive argument into an email to your boss:

Hi [INSERT NAME OF BOSS],

Paprika are running a half day Month-end Training Seminar on the 21st March. It focuses on the key steps to achieve an accurate and time-efficient month-end in Paprika. It would be beneficial for myself and the team to attend the seminar and get some training to learn the tips and tricks which could get us through month-end in a matter of hours, instead of days.

The course costs £175 for a single ticket or just £150 per person on a team ticket, which is a small price to pay to learn how to ensure [INSERT AGENCY NAME]’s financial records are balanced before the start of a new month.

Should you want to book us onto the training seminar or need further convincing, please contact the event organiser, Jen Keywood, on 01732 811601 or email jenniferk@paprika-software.com.

Thanks in advance.

 

Best wishes,

[INSERT YOUR NAME HERE]


Want to know more?

For more information, call our Client Services team on 01732 811601 or email clientservices@paprika-software.com

Want to try Paprika?

Paprika is a powerful business tool, giving you complete control of your projects from inception to billing and beyond.

To find out more and to see how Paprika could benefit your agency, get in touch to arrange a convenient time to discuss your requirements.

Paprika has enabled us to change the way we report profitability, creating tighter controls over risk to ensure profit margins remain on target.

Selwyn Pye, Head of Financial Operations, Iris Worldwide