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

         

Click here to checkout our online video tutorials.

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
August Schedule
  Tuesday the 24th at 10:00 am central
September Schedule
  Wednesday the 8th at 1:00 pm central
  Tuesday the 14th at 10:00 am central
  Tuesday the 21st at 1:00 pm central
  Monday the 27th at 10:00 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
August Schedule
  Wednesday the 25th at 11:00 am central
September Schedule
  Thursday the 9th at 2:00 pm central
  Wednesday the 15th at 11:00 am central
  Wednesday the 22nd 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
August Schedule
  Wednesday the 25th at 10:00 am central
September Schedule
  Thursday the 9th at 1:00 pm central
  Wednesday the 15th at 10:00 am central
  Wednesday the 22nd at 1:00 pm central
  Tuesday the 28th at 10:00 am 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
September Schedule
  Tuesday the 7th at 11:00 am central
  Monday the 20th at 11:00 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
  Watch for this class to be offered in December.
   

 

Class Type: Online - Video  View Now

Class Duration: 10 minutes
Prerequisites: Familiarization with BankTEL Accounts Payable software
  This class is currently available as an online video. Click here to request a user ID and password to view the video.
 

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Shareholder
Class Type: Online - Instructor Lead  Sign Up Now
Class Duration: 60 minutes
Prerequisites: 
Familiarization with BankTEL Shareholder Management software
  Watch for this class to be offered in December.
   
Class Type: Online - Video  View Now
Class Duration: 5 minutes
Prerequisites: Familiarization with BankTEL Shareholder Management software
  This class is currently available as an online video. Click here to request a user ID and password to view the video.