Trams Back Office WebEx Training
Trams brings you live Internet based instruction designed to help you maximize your benefits from your Trams Back Office. Each instruction includes a live instructor, lasts approximately 1 hour (50 minutes of presentation followed by 10 minutes of customer Q & A) and can be done from your Internet connected desktop.
*ALL CLASS TIMES ARE PACIFIC TIME ZONE
Trams Back Office Classes
- Trams Back Office: Overview
- Invoicing, Data Flow, Core Reports and Management Summary
- Receipts, Deposits, Check Register, Bank Reconciliation
- Advanced Payments & GCP Reconciliation
- ARC/BSP Reconciliation and Settlement, IAR Reconciliations
- General Ledger, GL Reconciliation, EOP, Budget & Agency Operations Checklist
- Setting Up Global Defaults in Trams Back Office
- Setting Up Agent Profiles, Reporting, and Reconciliation
- Management Reports
- Report Generator
- Expanded Reporting Functions
- Handling Groups Part 1
- Handling Groups Part 2
- Trams Back Office: Using Agency Credit Card
Specialized Classes
- ClientBase & TBO: Automate Your Trams Procedures
- Credit Card Merchant Demo
- Enhanced Group Management for TBO and ClientBase
- How to Download and Update TBO (or ClientBase), Use of Knowledge Base and Help Files, and Trams Crystal Reports
- Trams Back Office Enhancements & Tips & Tricks
Enroll or Join Trams Back Office Classes Here
Suggested WebEx Class Order
Virtual Training
Schedule virtual training for agency.
For more information, email us!
training@trams.com