{"id":34917,"date":"2020-05-18T14:05:16","date_gmt":"2020-05-18T14:05:16","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=34917"},"modified":"2020-06-03T13:28:43","modified_gmt":"2020-06-03T13:28:43","slug":"financial-team-training","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/en\/onboarding\/financial-team-training\/","title":{"rendered":"Financial team Training"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”3.22″][et_pb_row column_structure=”3_4,1_4″ module_class=” et_pb_row_fullwidth” _builder_version=”4.4.5″ width=”89%” width_tablet=”80%” width_phone=”” width_last_edited=”on|desktop” max_width=”89%” max_width_tablet=”80%” max_width_phone=”” max_width_last_edited=”on|desktop” custom_margin=”|auto|-57px|132px||” custom_padding=”27px|0px|27px|0|false|false” make_fullwidth=”on”][et_pb_column type=”3_4″ _builder_version=”3.26.5″][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/0050.png” title_text=”0050″ _builder_version=”4.4.5″ width=”100%” custom_margin=”-17px|1px|39px|||” custom_padding=”0px|||||”][\/et_pb_image][et_pb_text _builder_version=”4.4.5″ custom_margin=”|40px|0px|||”]<\/p>\n

Financial team Training<\/span><\/h3>\n

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How to have client request under control with Taemogy, how to manage the work of client guys easily
(2-4 hours of study time)<\/span><\/span><\/p>\n

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Financial team is responsible in company for various agendas. From issuing invoices to clients through pettycash transactions, controlling of 3rd party costs to bookkeeping. For sure it is serious to care about financial stability and trasparency, so it is absolutely necessary to know exactly what is going on in the internal tools where financial data are created. Let\u2019s take a look what are the things that any financial guy should know well to mastering Teamogy.\u00a0<\/span><\/p>\n

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QUICK OVERVIEW OF THIS SESSION<\/strong><\/span><\/p>\n

[\/et_pb_text][et_pb_slider _builder_version=”4.4.5″ header_font=”|700|||||||” header_font_size=”45px” background_image=”https:\/\/www.teamogy.com\/wp-content\/uploads\/ScreenShot2710.png” max_width=”100%” min_height=”290px” height=”290px” custom_padding=”42px||38px|||”][et_pb_slide heading=”1. Big picture – Client Jobs & Internal overheads” _builder_version=”4.4.5″]<\/p>\n

What is Client Job (and its flow), What is Internal\/client overhead
2 videos – duration 6 mins
Practical part\u00a0 – none<\/p>\n

[\/et_pb_slide][et_pb_slide heading=”2. Appearance & Accurate contacts” _builder_version=”4.4.5″]<\/p>\n

Set up your personal profile, How to create business contact (new client\/brand), How to set registrations and details of client\/supplier, How to certify the contact
4 videos – duration 15 mins
Practical part 15 mins<\/p>\n

[\/et_pb_slide][et_pb_slide heading=”3. Job for client – Work management” _builder_version=”4.4.5″]<\/p>\n

Create new job for your client, Assign Tasks to your team, Manage your tasks for clients, Time recording
2 videos – duration 14 mins
Practical part 10 mins<\/p>\n

[\/et_pb_slide][et_pb_slide heading=”4. Job – Quotation for client” _builder_version=”4.4.5″]<\/p>\n

Open new quotation for your job, set the items and descriptions, tune the look of document, send it to client, mark quotation as approved
3 videos – duration 11 mins
Practical part 10 mins<\/p>\n

[\/et_pb_slide][et_pb_slide heading=”5. Job – Managing 3rd party supplies” _builder_version=”4.4.5″]<\/p>\n

Raise a purchase orders to your suppliers and approve the purchase invoices related to your job
2 videos – duration 8 mins
Practical part 10 mins<\/p>\n

[\/et_pb_slide][et_pb_slide heading=”6. Job – Closing the job” _builder_version=”4.4.5″]<\/p>\n

Mark the job as done, create an invoice, check the all tasks are finished, all time tracks of team are in the job and close the job
3 videos – duration 12 mins
Practical part 10 mins<\/p>\n

[\/et_pb_slide][et_pb_slide heading=”7. Reading & creating the Reports” _builder_version=”4.4.5″]<\/p>\n

Understanding the job report, how to create task\/time report
4 videos – duration 21 mins
Practical part 15 mins<\/p>\n

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1. Overview & Big Picture<\/b><\/span><\/p>\n

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The core of the company business is created by client jobs, big picture of job flow is helpfull<\/p>\n

Internal jobs and costs are manged by Overheads<\/p>\n

to understand this difference is important<\/p>\n

See the quick guide and watch the video please<\/em><\/p>\n

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Guide or Descritpion<\/span><\/td>\n