AgExpert Accounting - Setup - Computer Solutions s.c. - Swift Current, Saskatchewan providing training, support, Web design, accounting software setup and support

AgExpert Accounting - Setup
Course Outlines	Course Schedule

Course Description

This class will focus on the proper setup of the AgExpert farm accounting software. It will be based on using AgExpert Gold, but there will be reference and information for Lite users. This accounting software is full of value added features specific for the farm industry – find out what it can do for you! This course will provide invaluable tips for those who are Incorporated and those who are sole proprietors. Being taught by our AgExpert Certified Consultant, who also has an accounting background, makes this course a good investment to ensuring your books are set up in a proper fashion.

Course Objectives

Ø To take a new user through the process of setting up a set of books on the AgExpert software. After the course the students will be equipped with enough information to properly set up their own company books in AgExpert.

Ø To provide information about the many farm specific features available in AgExpert. The AgExpert software allows you to grow into it and implement the features as you need and want them.

Ø To use the software hands on and build a fictitious company and to get new and flexible information along the way. In this way the student will better understand how the steps will apply or not apply to his/her own set of books.

Course Length	Recommended Prerequisites
1 day	Some experience or skills with operating the mouse through Windows ‘95/’98. Any prior accounting training or work experience at bookkeeping would be an asset.

Table of Contents

I	Useful Pointers about AgExpert Setup
	A.	Keep It Simple
	B.	Information Needed to Get Started
	C.	Recommended Setup Order
II	Creating a New Data File Set
	A.	Cash or Accrual Accounting
	B.	Selecting a Starter Set of Files
III	The WINGOLD Interface
	A.	The Wingold Screen
	B.	Moving Around in Wingold
IV	The Simple Setup Steps
	A.	The Business Information
	B.	Setup Enterprises
V	Setting Up the Chart of Accounts
	A.	Understanding the Chart of Accounts Structure
	B.	Adding New Accounts
	C.	Account Setup Tips
	D.	The Account Detail Fields
	E.	Editing and Deleting Accounts
	F.	Handling Personal Income & Expense Accounts
VI	Setting Mandatory Accounts
VII	Accounts Payable Suppliers
	A.	Why Use Supplier Cards?
	B.	What About an Opening Accounts Payable Balance?
VIII	Accounts Receivable Customers

IX	Entering Opening Balances
	A.	General Ledger Opening Balances
	B.	Preparing Bank Accounts for Outstanding Transactions
	C.	Receivables & Payables Opening Balances
X	Setting the Books to Ready
	A.	Must Be Balanced
	B.	Backup Must Be Done
	C.	Be sure all steps above set to ready are complete.
	D.	Set the Books to Ready.
	E.	Setting up Outstanding Bank Transactions
XI	Working with Your Files
	A.	Saving Your Data Files
	B.	Exiting the Program
	C.	Opening a Database
	D.	Setting a Default Date
XII	Capital Assets
	A.	Setting Up Your Capital Assets
	B.	Splitting Off Capital Assets
XIII	CCA Schedule
XIV	Past Years' Income/Expense
XV	Fair Market Value
XVI	Revenue Canada Tax Information
XVII	WINGOLD Preferences

Relevant Links

AgExpert Accounting: Using

Our Services:
Accounting Software Support