LEARNING

VITAL is here to help you identify obstacles to success and find tools to overcome those obstacles. Sign up for one of our plans and gain access to several courses that’ll help you along the way.

Course 1 - Fundamentals & Setup

  • TLM Fundamentals
  • Chart of Accounts
  • Consumables vs. Inventory Discussion
  • The TLM “rules” for Item Types & Names
  • Payroll Items
  • Putting it all together: Creating & Managing an item List
  • Groups and Subtotals
  • Summation of learning/best practices from Module 1

Course 2 - Revenue Recognition

    • Revenue Recognition Overview (Cash vs. Revenue)
    • Intro to Customer Center
    • Creating Estimates (and template)
    • TProgress Invoicing (and template)
    • RFPs in QB and your payment schedule (and template)
    • Mix & Margin % in Proposal – (Incorporated in first lesson)
    • Change Orders
    • Sales Receipts, Customer Returns, Discounts
    • Work Orders & Discount Items (i.e. Warranty Work)
    • Customizing Form Graphics
    • Summation of learning/best practices from Module 2

Course 3 - Tracking Costs & Collections

  • TLM Process Advantage
  • Cost Recognition Overview (inventory/non, accrual vs. cash)
  • Intro to Vendor Center
  • Creating & Receiving Purchase Orders (Generic & Named)
  • Entering Bills: Prepaid vs. Open Account Ordering
  • Vendor returns and credits
  • Tracking Job Time and Productivity
  • AR Reporting and Collecting (some new stuff here)
  • The Complete TLM Job Admin Cycle
  • The Progress Invoice “Culture”
  • Summation of learning/best practices from Module 3

Course 4 - Admin Practices

  • Key Practices Part 1
  • Key Practices Part 2
  • Loans and Loan Payments
  • Monthly Reconciliations & Month End Close
  • Sales Tax
  • Payroll (Impacts, what are we trying to see, how to account for it)
  • Beyond Admin – Management Rhythm (weekly/montly meetings, planning, priorities)
  • Summation of learning/best practices from Module 4

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