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BankTEL Web Based Training
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/Accruals
Shareholder Management
Click here to
checkout our online video tutorials.

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. |
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Class Type: Online
- Instructor Lead
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| Class Duration: 60 minutes |
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November Schedule - |
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Tuesday the 4th at 10:00 am central |
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Monday the 10th at 1:00 pm central |
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Thursday the 20th at 1:00 pm central |
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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. |
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Class Type: Online
- Instructor Lead
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| Class Duration: 60 minutes |
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November Schedule - |
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Wednesday the 5th at 11:00 am central |
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Wednesday the 12th at 2:00 pm central |
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Tuesday the 18th at 11:00 am central |
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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. |
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Class Type: Online
- Instructor Lead
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| Class Duration: 60 minutes |
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November Schedule - |
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Wednesday the 5th at 10:00 am central |
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Wednesday the 12th at 1:00 pm central |
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Tuesday the 18th at 10:00 am central |
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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. |
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Class Type: Online
- Instructor Lead
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| Class Duration: 60 minutes |
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November Schedule - |
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Tuesday the 4th at 9:00 am central |
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Thursday the 13th at 11:00 am central |
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Wednesday the 19th at 1:00 pm central |
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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. |
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Accounts Payable |
Class Type: Online
- Instructor Lead
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| Class Duration: 60 minutes |
| Prerequisites: |
Familiarization with BankTEL Accounts Payable
software
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Schedule to be announced |
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Class Type: Online
- Video
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| Class Duration: 10 minutes |
| Prerequisites: Familiarization with BankTEL Accounts Payable
software |
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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
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| Class Duration: 60 minutes |
| Prerequisites: |
Familiarization with BankTEL Shareholder
Management
software
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Schedule to be announced |
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Class Type: Online
- Video
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| Class Duration: 5 minutes |
| Prerequisites: Familiarization with BankTEL
Shareholder Management
software |
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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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Click
here
to order
Tax Forms.

Contact us for more info
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