Services
Services Catalog
For more information about services offered or for a quote please contact:
Table of Contents
General
- MS Query Training
- Application Usage Asessment
- Excel Training
- Refresher Training
- Training for New Staff
Finance
Payroll
Revenue Billing Applications
MS Query
Join us for an engaging day where you learn to maximize your productivity by utilizing the functionality of MS Query. You will learn many time-saving techniques to build custom queries.
General Scope
- MS Query overview
- Understanding tables and views
- How to build a query using the MS Query Wizard tool
- How to build a query using MS Query
- Learn how to add table joins
- Learn how to add criteria to Query
- How to save a query and refresh data
- How to edit an existing query
Training can be customized to specific modules (e.g. Finance, Payroll, Utility Billing) We can create the custom query for you if you give us specifications necessary for the report. Cost will vary based on complexity of query.
Application Usage Assessment
- Review the current business process from a high level
- Perform a hands-on “Day in the Life” review of your business processes
- Key users/procedures
- Issues/challenges
- Manual tasks/automated tasks
- Daily, weekly, monthly, yearly processes
- Review configuration and setup
- Review the parameters of your setup:
- What function each parameter serves;
- How it affects the system; and
- What the options are.
- Review unused options and benefits
- Produce assessment report
- Document findings and recommendations
- Research major issues and determine a recommended course of action
- Follow-up telephone review of assessment report (if required):
- Review the issues and recommended course(s) of action as outlined in the assessment report
Excel Training
- Advanced Excel review
- General discussion on Excel
- What are the benefits of using Excel
- How to build an Excel worksheet for:
- Sub-totaling
- Formatting
- Creating worksheets for importing
- Transaction import to the General Ledger
- Budget import
Refresher Training
Having trouble with some of the updates to software functionality? Or perhaps you missed some updates after your initial training. Harris Account Specialists are pleased to announce refresher training for all of you who have “learned on the job”.
- Maximize your use of the software.
- Dramatically increase your productivity by utilizing functionality and features you didn’t know existed.
- Unlearn “bad habits” by learning alternative approaches to many tasks.
- Review your current business processes and use of the system.
- Review user interface techniques
- Screen views
- Screen/grid reports
- Saving reports
- Learn new approaches to many common tasks.
- Learn about new functionality and determine if it’s applicable to your organization.
- This training can be customized to any modules.
Training for New Staff
Have you hired new staff who will be using the software? Let our Harris Account Specialists train your new users. This service can take the burden off other users and get your new staff members up to speed in record time.
We will:
- Introduce the module to the new user.
- Guide them through the user interface.
- Help them with their daily processing activities.
- Provide on-the-job training.
- This training can be customized to any specific area.
- This service also provides an opportunity to cross-train other staff members at the same time.
Bank Reconciliation Services
We will help you reconcile your bank account(s) so that your General Ledger cash accounts balance with your bank accounts.
- Analysis of business practices to determine causes for reconciliation discrepancies
- Dates of cash receipts
- Dates of cancelled checks
- Dates of journal entries
- If you have used your finance software for some time and never reconciled bank accounts, we can help you get caught up with one YTD adjusting period. Once this period is created, you can use the reconciliation process in the following months.
- The reconciliation process provides a report each month that you can save for your auditors. This report will show that the cash in your bank account ties out to the cash in your General Ledger.
Financial Reporting
Let us guide you through financial reporting. We can also show you how to find specific data that you’re looking for through the available reports that the finance software offers.
- Financial report review
- Build report selections for board meetings
- General Ledger views for financial verification
- Account balances
- Budget balances
- Balance sheet reports
- Revenue and expenditure reports
- Transaction compression reports
Financial Year End Closing
Closing your financial year and understanding/verifying fiscal year end audit reports can be a daunting task. Let a Harris Account Specialist help you through this process.
- Develop an overview of your total financial picture.
- Generate reports for year end audit.
- Clean up temporary/inactive accounts
- Run year-end financial reports
- Verify accuracy of fiscal year-end data
- Help facilitate account clean-up if necessary
- Generate closing entries
- Generate opening entries in the new fiscal year
Payroll Direct Deposit
Let a Harris Payroll Specialist help you set up your payroll direct deposit files. You can create direct deposit files for your employees and have their paychecks go directly to the bank. To get you up and running, we offer this setup and training on the direct deposit functionality.
- NACHA pre-note file is available.
- The system automatically creates the pre-note file to verify that all data submitted to your bank is correct.
- Time and cost savings result because you will no longer have to manage paper checks for your employees.
- Review the current business process
- Review concepts of direct deposit and the changes to the payroll processes
- Key users/procedures
- Issues/challenges
- Manual tasks/automated tasks
- Direct Deposit setup
- Review configuration and setup
- Review bank formatting requirements
- Import employee banking information
- Pre-direct deposit report
- Create and send file to bank
- Checklist created for user documentation
Property Tax Corrections & Lien Process (Trio)
Having trouble reconciling tax payments? Do you need to clean up old payment records or write off small amounts? Is it time to begin the lien process? Let a Harris Account Specialist help you with these and any other miscellaneous tax collections issues that you may have.
- Review processing techniques.
- Discuss the lien process.
- Complete the 30-day, liens, or tax acquired process.
- Review user interface techniques.
- Learn about new functionality and determine if it’s applicable to your municipality.
- Review report running practices.
- Create default reports that are specific to your needs.
Utility Billing and Collections
Let a Harris Representative help you prepare for your next billing cycle or begin the penalty/interest/lien process. Issues with accounts or miscellaneous questions can be reviewed as well.
- Review the billing process
- Run through the billing steps.
- Print Bills.
- Review reports to ensure an accurate billing.
- Review the penalty/interest/lien (if applicable) process.
- Print reports to ensure accuracy of penalty/interest/liens
- Discuss how the system deals with accounts that are assessed these fees and what that means to you.
- Discuss miscellaneous payments and corrections issues and how to get them resolved.