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This outline includes the subjects we cover in the Goldenseal classes. In the morning we cover
features in the estimating software and business management software. In the afternoon we cover accounting
software and project management software features.
HINT-- We include a printed version of the course outline
as a hand-out for those who take the class.
Estimating & Lead Tracking Basics (Morning)
Mostly "income" stuff
Prospect Records (Example of a basic record)
Data Entry hints
browsing
clairvoyant fields
quick links to accounts & lists
short forms
using Find
using Sort and Skip
using flags- regular, printer
using Replace All
Customer Records (Example of an account)
Chart of Accounts
Cost Categories and Locations (Example of a list)
using in job costs, estimates, almost everywhere
simple categories
category system
Unit Costs
Cost Items-- using markup, how to enter data
Assemblies-- how to enter components, where they are used
Estimates
sales vs estimates & projects
using templates
entering dimensions
breakdown types
special cost items
viewing printed forms
viewing reports
schedules
Bids and Allowances
Project Accounts
Sales
File Basics
Goldenseal looks sort of like FileMaker, but it's not
Object database basics
class and ID number (different from inv. # etcetera)
data fields
one record in a viewer window (multiple in reports)
each has its own behavior
modern programming. Makes it easier to improve and debug.
saving to disk and posting
all in one file (different from MacNail and BidMagic)
fast access (via binary tree index, stored references, menu index, memory cache)
Backing up your data file
Custom Layouts
data entry records
print forms and reports
report tables
custom fields
Accounting & Project Mgmt (Afternoon)
mostly "expense" and "bank" stuff
Expenses (Accounts Payable)
for materials, subcontractors, other costs
also equipment and labor (see payroll)
entering records
breakdowns
pay bills command
Checkbooks
'instant purchase' from expense
automatic via Pay Bills
entering directly
about transaction references
payments on account
checking accounts vs checkbooks
printing checks with Print Forms
register view via Reports
viewing linked accounts & transactions
Reconcile command
Other Bank Transactions
cash
credit card
debit card, ATM
transfers & misc
cash vs accrual accounting
Job Costing
inventory used and cost transfers
job cost command
progress tracking
job cost reports
Billing (Accounts Receivable)
draw schedules
progress payments
time and materials billing
sales and sales billing
depositing funds
Payroll
tax setup
employee setup
entering hours
Write Payroll command
paying tax agencies
Project management tools
appointments
bill of materials (material takeoffs)
change orders
contract writing
document log
inspections
project log
problem log (punch lists)
Utility Accounts
Misc Items (if time either session)
Import and Export
for backing up
bring in data from various sources
Passwords
Multi-User
Miscellaneous Features
record numbering
audit trail
security menu
anything else?? (user requests)
Future Directions
overhead allocations
toolbar
outline view in estimates
register view
semi critical path scheduling
file synchronizing (laptop vs desktop)
more property mgmt (fees, billing, reports)
more sales features (back orders, manufacturing)
anything else?? (user requests)
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