Instructor Led, Online Classes

Click here for classes covering Year End and 1099's

Online Interactive Training Classes for New Users

BankTEL offers interactive training classes at no additional cost for new BankTEL customers. These classes are conducted as live Web sessions, complete with audio conference, instructional presentation, and live demonstration. Allowing new users to take training when it's convenient for them, and practice the concepts taught. Click the links below to enroll in the scheduled class of your choice. You will be sent an email with instructions on how to join the session. Sign up for as many classes as you like but please sign up at least 24 hours in advance.

For further information and class schedule select:

Accounts Payable Fixed Assets Prepaid & Accrual Shareholder Mgmt
Vendor Mgmt Invoice Approval Year End / 1099's         

ACCOUNTS PAYABLE

Accounts Payable Fundamentals
Recommended for new Accounts Payable users, this course covers introductory AP concepts, terms, and setup. Users will learn how to navigate through the AP application, enter invoices, write checks, create an interface file, and create reports, as well as perform other basic tasks.
 
Class Type: Online - Instructor Lead  Sign Up Now
Class Duration: 90+ minutes
Prerequisites: 
None
February Schedule
  Wednesday the 1st at 10:00 am central
  Thursday the 9th at 1:00 pm central
  Tuesday the 14th at 10:00 am central
  Friday the 24th at 1:00 pm central
  Monday the 27th at 10:00 am central
AP Upgrade Overview NEW!
Required for existing Accounts Payable users upgrading to AP5, this course covers the changes made in processing payments and running reports. Users will learn how to navigate through the new AP screens and use the new reporting options.
 
Class Type: Online - Instructor Lead  Sign Up Now
Class Duration: 60 minutes
Prerequisites: 
Existing AP users
February Schedule
  Monday the 6th at 11:00 am central
  Thursday the 16th at 11:00 am central

FIXED ASSETS

Fixed Asset Fundamentals
Recommended for new Fixed Asset users, this course covers introductory FA concepts, terms, and setup. Users will learn how to navigate through the FA application, enter fixed asset items, import items from AP, sell, junk and delete assets, and create reports, as well as perform other basic tasks.
 
Class Type: Online - Instructor Lead  Sign Up Now
Class Duration: 60 minutes
Prerequisites: 
None
February Schedule
  Friday the 10th at 2:00 pm central
  Wednesday the 15th at 11:00 am central
  Thursday the 23rd at 2:00 pm central
FA Tax Upgrade Overview NEW!
Required for existing Fixed Asset users upgrading to FA Tax, this course covers the changes made in monthly processing and running reports. Users will learn how to navigate through the new FA screens and use the new reporting options.
 
Class Type: Online - Instructor Lead  Sign Up Now
Class Duration: 60 minutes
Prerequisites: 
Existing AP users
February Schedule
  Thursday the 16th at 2:00 pm central
  Tuesday the 28th at 11:00 am central

PREPAID & ACCRUAL

PrePaid & Accrual Fundamentals
Recommended for new PrePaid & Accrual users, this course covers introductory P&A concepts, terms, and setup. Users will learn how to navigate through the P&A application, enter prepaid items, import items from AP, perform monthly processing, and create reports, as well as perform other basic tasks.
 
Class Type: Online - Instructor Lead  Sign Up Now
Class Duration: 60 minutes
Prerequisites: 
None
February Schedule
  Friday the 10th at 1:00 pm central
  Wednesday the 15th at 10:00 am central
  Thursday the 23rd at 1:00 pm central

SHAREHOLDER MANAGEMENT

Shareholder Management Fundamentals
Recommended for new Shareholder Management users, this course covers introductory shareholder concepts, terms, and setup. Users will learn how to navigate through the shareholder application, enter new shareholders, transfer shares, issue dividend checks, and create reports, as well as perform other basic tasks.
 
Class Type: Online - Instructor Lead  Sign Up Now
Class Duration: 60 minutes
Prerequisites: 
None
February Schedule
  Wednesday the 8th at 11:00 am central
  Friday the 24th at 11:00 am central

VENDOR MANAGEMENT

Vendor Management Fundamentals
Recommended for new Vendor Management users, this course covers introductory vendor management concepts, terms, and setup. Users will learn how to navigate through the the screens, set up contract terms, maintain risk ratings, and create reports, as well as perform other basic tasks.
 
Class Type: Online - Instructor Lead  Sign Up Now
Class Duration: 60 minutes
Prerequisites: 
None
February Schedule
  Tuesday the 7th at 1:00 pm central
  Thursday the 9th at 1:00 pm central
  Tuesday the 14th at 1:00 pm central
  Thursday the 16th at 1:00 pm central
  Tuesday the 21st at 1:00 pm central
  Thursday the 23rd at 1:00 pm central

INVOICE APPROVAL

Invoice Approval Fundamentals
Recommended for new Invoice Approval users, this course covers introductory invoice approval concepts, terms, and setup. Users will learn how to navigate through the approval application, set up approval officers, approve, decline or hold invoices, and create reports, as well as perform other basic tasks.
 
Class Type: Online - Instructor Lead  Sign Up Now
Class Duration: 60 minutes
Prerequisites: 
None
February Schedule
  Tuesday the 7th at 10:00 am central
  Thursday the 9th at 10:00 am central
  Tuesday the 14th at 10:00 am central
  Thursday the 16th at 10:00 am central
  Tuesday the 21st at 10:00 am central
  Thursday the 23rd at 10:00 am central

YEAR END & 1099'S

Year End and 1099's
Everything you need to know about Year End and issuing 1099's from Accounts Payable and Shareholder... from reports and printing, to ordering forms.

 
Accounts Payable
Class Type: Online - Instructor Lead  Sign Up Now
Class Duration: 60 minutes
Prerequisites: 
Familiarization with BankTEL Accounts Payable software
 
Shareholder
Class Type: Online - Instructor Lead  Sign Up Now
Class Duration: 60 minutes
Prerequisites: 
Familiarization with BankTEL Shareholder Management software