This class will cover the functions of two add on features of PrintStream.  Mail.Dat allows you to bring in mail.dat files and update the counts of your jobs and ultimately create postage statements with ease.  EPI stands for External Postage Interface and allows you to communicate via XML files with programs such as Windowbook (DATMail and Postmaster) and Monticello.  This allows you to use those tools to manipulate the mail.dat file before sending it over to PrintStream.

This class will review some of the more advanced features in the Mail master file which include setup for modifiers, Formula Modifiers, User Defined Formulas, Scripts and Quality Control Statements and Customer Price Lists.

This class will review the responsibilities of the Accounts Receivable Department.  We will review how to effectively create miscellaneous invoices as well as single job, multi job and credit invoices.  We will review the cash application process for outstanding invoices, job prepayments, postage advances, and how to handle miscellaneous receipts and applying discounts taken by customers.  We will conclude by reviewing how to generate customer statements, how to perform collections, generate follow-up letters as well as finance charges.

PrintStream has expanded its ability to calculate sales tax to automate the reporting and remittance process of state and local taxes.  This class will demonstrate the following taxation methods:  Standard method of calculating tax at the activity and customer level, Production method that allows marking a percentage of the job as taxable, Sales tax by zone method which allow job quantities to be allocated and taxed among multiple tax codes and Sales tax by zip code method which allows calculating tax on quantities allocated by the zip code destination as well as calculating tax on quantities by zip code based on shipments made.

This class will demonstrate how to create customized financial statements and offer suggestions on how to make this process easier and how to troubleshoot problems with existing statements.  We will also present ideas to help streamline your month end closing processes; to include suggestions related to the proper steps to take and which reports to use in the reconciliation process. 

This class will walk you through the process of placing credit cards on the web and in the backend using real time and book and ship sales orders.  The ability to create automatic cash receipts and zero invoices in AR.

For new users or seasoned users who need a brush-up. Learn about new settings & features in Master Files Print. Discover the best settings for your production equipment and some hints for User Defined Formulas.

Wireless Warehouse greatly improves efficiency in warehouse operations. The need to walk to a PC to post transactions or read a scheduled task list is eliminated, these occur in nearly real time via a hand held scanning device.  Wireless Warehouse has also been expanded to manage the fulfillment pick confirmation feature and manage the paperwork associated with pick confirmation.

This class will show you how to set up Merchandise projects,  different price options for inventory, and set up of Price Lists for additional charges. This class will step through the process starting with the creation of a sales order to the created invoice in AR Invoicing Entry.

This class will review the new Flexo estimating logic which has been added to Print and Mail Estimating in 2010.  It includes our new die file maintenance and multi roll capability for Flexo Presses.

Detailed discussions of how to create miscellaneous invoices and invoices related to purchase orders. We will also review how the AP Check Entry module, followed by suggestions for streamlining the AP month-end closing procedures.

This class will review the responsibilities of the Accounts Receivable Department.  We will review how to effectively create miscellaneous invoices as well as single job, multi job and credit invoices.  We will review the cash application process for outstanding invoices, job prepayments, postage advances, and how to handle miscellaneous receipts and applying discounts taken by customers.  We will conclude by reviewing how to generate customer statements, how to perform collections, generate follow-up letters as well as finance charges.