2022 SUMMER SERIES IS OVER. THANK YOU TO EVERYONE WHO ATTENDED!
PLEASE VISIT HTTPS://ACCOUNTINGWARE.COM FOR MORE UPCOMING WEBINARS BY ACCOUNTINGWARE.

The Blockbuster hit of the summer

2022 InterActiv Summer Series

Nine training sessions to help further educate accounting professionals. 

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Thursday, June 2nd

Everything You Ever Wanted to Know About AccountingWare in 60 Minutes

11:00 AM - 12:00 PM CDT
Russ Horn, President | Grant Perry, VP & Director of Development | Bruce Gilstrap, Development Team Manager | Sandra Aven, Sales, Support, & Implementation Manager

Okay...maybe not everything, but this is a great place to start. Whether you're new to the AccountingWare family or you've been partnering with us for decades, there will be something of interest to you in this session. We'll share all the latest news, (re)introduce you to our team members, and pull back the curtain to reveal some exciting new features we're working on. Join us for all of this and more as we kick off our 2022 InterActiv Summer Series.

  • Summary of What's Happened Since InterActiv 2020
  • Introduction of AccountingWare Teams
  • Overview of Other Sessions in the Series
  • Preview of the Development Roadmap
Watch Recording

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Thursday, June 9th

General Ledger: Controller Workshop

11:00 AM - 12:00 PM CDT
Lori Bogart, Senior Project/ Implementation Leader | Barbara Andersen, Support Team

Are you responsible for ensuring the accuracy of the accounting records and postings?  In recent times, there have been several changes in duties and personnel for our users but especially for our controllers. Join this session to learn some tips and tricks specifically for the general ledger. See how to use the robust features in ActivityHD to make your review process easier.

  • Power of the Journal Detail View
  • Financial Views at the Account Level
  • Using the Built-In Reports
Watch Recording

Back to Basics: Training for New Users

12:30 PM - 1:30 PM CDT
Cody Jones, CPA, Implementation Team | Steve Sikes, Support Team

Are you new to our software? Whether you’re newly hired, or your company is a new AccountingWare customer, this session is where you’ll learn the ropes. If you’re not a new user, you still might learn a thing or two. Join this session to learn how to navigate the common features inherent to ActivityHD and explore essential fundamentals to be more effective and efficient.  

  • Popular Shortcut Keys and Actions
  • Adapt the Data Displayed to Meet Your Needs
  • Access Records and Data in a Multi-Tab View
  • Create Tailored Views for Efficient Processes and Workflows
  • Learn the Basics of Filtering
Watch Recording

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Thursday, June 16th

Come See What's New in ActivReporter G2

11:00 AM - 12:00 PM CDT
Sarah Brewster, Implementation Team | Phil Johnston, Implementation Team

The second generation of ActivReporter adds some significant features that decrease time spent maintaining Financial Designs, increase your confidence in financial statements, and overall improve your quality of life.  Join this session to learn how to set up and use these new features, see them in action, and be inspired by possibilities.

  • New features to Support Financial Design Health
  • Directly Assign to Rollup Items
  • Financial Tree Reporting - Not Your Mother's Reporting Tree!
Watch Recording

Contracts Processing: Understanding the CP to AR Workflow

12:30 PM - 1:30 PM CDT
Stefanie Rosales, Implementation Team |  Lori Bogart, Senior Project / Implementation Leader

No one feels more pressure in an organization than those responsible for organizing and booking revenue for the company. Join our session to understand the workflow of contracts processing, working through an event, and settling into accounts receivable. Learn how to handle different scenarios common in operations.

  • Collecting Prepaid Deposits
  • Settling Contracts and Accounting for Extras
  • Revenue Recognition in Extra GL
  • Handling of Remaining Deposits After an Event
Watch Recording

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Thursday, June 23rd

Preventative Care for Financial Designs in ActivityHD

11:00 AM - 12:00 PM CDT
Sarah Brewster, Implementation Team | Phil Johnston, Implementation Team 

Financial Designs allow you to build powerful financial statements but require maintenance to stay healthy.  Wouldn't it be nice to find and prevent problems with your Financial Designs before they become an emergency?  Join this session to see how our new tools help you do just that and get a look at other exciting new developments in Financial Designs.

  • New features to Support Financial Design Health
  • Improvement to Iteration Limits
  • Directly Assign to Rollup Items from your Chart of Accounts (yes, really!) 
Watch Recording

Robotic Processes in ActivityHD & ActivReporter

12:30 PM - 1:30 PM CDT
Marvin Crossnoe, CEO | Cole Long, Project Development Team

Robotic Process Automation (RPA) is gaining traction in the accounting industry to increase productivity and accuracy. Mundane tasks are not the best use of a human’s cognitive skills. Bots in ActivityHD & ActivReporter are not external applications that perform data manipulation and processes but are integral to both applications. Thus, they honor all the business rules inherent to the ActivityHD & ActivReporter applications.

This session will demonstrate existing bots and built-in to the ActivityHD & ActivReporter application. We will also solicit suggestions from the attendees of ideas for bots that could be built to enhance the ActivityHD & ActivReporter user experience. 

Watch Recording

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Thursday, June 30th

Streamline Your Payroll Like an ActivityHD Pro

11:00 AM - 12:00 PM CDT
Elizabeth Hudspeth, Implementation Team | Dave Powell, Development Team

Payroll is a crucial part of any organization and can be complicated. Keeping up with the ever-changing regulations and mandates is no easy feat. Join this session as we go over tools to ease your business processes and make you a payroll pro with ActivityHD.

  • Employee Pronouns and "Goes By"
  • Payroll Dashboard
  • Quick Pay of Tax Deposit
  • Automating Creating Totals File
Watch Recording

New Features in Accounts Payable and Purchasing

12:30 PM - 1:30 PM CDT
Barbara Andersen, Support Team | Brett Burgess, Support Team

Most accounts payable software can be difficult and inefficient for a company. With ActivityHD, we are improving the software to be more efficient and provide more control over the entire process. Learn about the new Accounts Payable and Purchasing features and how they can improve your operations.

  • Extraordinary GL Bot for Prepaid Expenses
  • Review New Accounts Payable Payments Steps
  • Approval History Tab and Detail in Purchasing
  • New Fields to the Receipts Form and View
Watch Recording