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Events

August

Masterclass: Workflow Designs

Utilise Actionstep Better

20th August 2019

Cost: $350 ex. GST

Duration: 7hrs (9am – 5pm)

Location: 60 Baxter Street, Fortitude Valley (our location)

Workflows are what bring your Actionstep system to life.

Well built workflows allow you to automate your administrative tasks, provide increased autonomy to your staff and help managers assign tasks with ease. In essence, workflows help improve your bottom line and company morale.

More Information

The Workflow masterclass takes an in depth look on how to create complex and multilayered workflows, unique to each Action type. You will gain an understanding of how to compile these workflows, link together complex step trees, automatically build documents and send emails, how to establish linked matters, create custom data and tasks, utilize the Wiki tool and much more. We will also look at custom lists, the most efficient way to navigate the system.

At the end of this training session you will have all the tools needed to build the front-end user operated work space, as well as understand all the IT systems knowledge that makes it all possible. You will also have the skills to build user types and permission levels to control who has access to what.

Users will be required to bring their laptops to engage in practical training components. Morning tea and afternoon tea will be provided.

To organize a private training session for your firm please contact Markus or Angeline.

 

*Masterclasses that are physically held at our office require a minimum number of four people, booked in, within two business days of the session. In the event of cancellation, all paid attendees will receive a full refund.

September

Webinar: Financing New Equipment - Tax Implications

What A Difference Timing Can Make

18th September

Cost: Free

Duration: 30 mins

Location: Online (we will send you a meeting invite detailing how to gain access to the webinar, once you register)

When purchasing new company equipment and motor vehicles, it can be hard to choose the best financing options.

Using a hire purchase agreement, chattel mortgages or a lease, can result in significant GST and tax implications

More Information

During this webinar, we are going to discuss the GST, tax and deductibility issues that arise from the more common financing options.

 

*Minimum attendance numbers are required for our Breakfast Sessions, In Focus Sessions and Webinars. In the event of cancellation, all registered attendees will be notified.

Masterclass: Document Automation

Streamline Your Life

24th September 2019

Cost: $350 ex. GST

Duration: 7hrs (9am – 5pm)

Location: 60 Baxter Street, Fortitude Valley (our location)

Imagine being able to create a new document and having all your client’s details and custom data automatically populate.

Now imagine if this form also had 100% accuracy on grammar and syntax. This is possible through document automation.

More Information

In the document coding master class, we look at all things related to Merge Fields. You will be given the tools to code documents in a way that allows Actionstep to automatically populate those Merge Fields with all kinds of information from the system. You will learn all the basics of coding within Tinysoft Word documents, as well as within the Actionstep system itself, how to use participant types, true and false fields, code in custom data, utilising repeat codes and how to differentiate between companies and individuals.

The result from this training will be that you can create complex templates that Actionstep than automatically generates into fully completed documents with 100% accuracy to grammar and detail. This will save you immeasurable time, prevent the always present human errors and allow you to scale your firms tasks to a wider sphere of employees.

Users will be required to bring their laptops to engage in practical training components.

To organize a private training session for your firm please contact Markus or Angeline.

 

*Masterclasses that are physically held at our office require a minimum number of four people, booked in, within two business days of the session. In the event of cancellation, all paid attendees will receive a full refund.

October

In Focus Session: Trust Accounting in Actionstep

A Full Tour of Your Trust Accounting Module

16th October

Cost: $50 excl. GST

Duration: 2hrs

Location: Online (we will send you a meeting invite detailing how to gain access to the session, once you register)

Whether you are a new Actionstep user or want to make sure you are getting everything out of your Actionstep Trust Accounting module, this In Focus sessions is for you.

By the end of this two hour online you will have full peace of mind that you are using your system effectively, be able to identify and correct common errors and run helpful reports to analyse your data.

More Information

During this session, we are going to run through your entire Trust Accounting module, taking a specific look at:

  • How to open trust accounts, ledgers and linking bank accounts
  • Recording payments and receipts of trust funds
  • Reconciliations and common errors
  • Trust account report generation
  • Q&A

 

*Minimum attendance numbers are required for our Breakfast Sessions, In Focus Sessions and Webinars. In the event of cancellation, all registered attendees will be notified.

Webinar: Budgeting

Alleviating the Stress of the 'Unknown'

23th October

Cost: Free

Duration: 30 mins

Location: Online (we will send you a meeting invite detailing how to gain access to the webinar, once you register)

In this webinar we are going to be running through the benefits of creating a budget for your company.

Even a simple budget can provide insight into your financial affairs, the benefit of which cannot be overstated.

More Information

If you are looking to get out ahead this financial year with a budget, and don’t quiet know where to start, then this webinar is for you.

*Minimum attendance numbers are required for our Breakfast Sessions, In Focus Sessions and Webinars. In the event of cancellation, all registered attendees will be notified.

November

In Focus Session: Custom Reporting in Xero

Creating the Tools to Analyse Your Business

13th November

Cost: $50 excl. GST

Duration: 2hrs

Location: Online (we will send you a meeting invite detailing how to gain access to the session, once you register)

With the release of Xero’s new reporting tools, users have more reporting capacity than ever.

Xero users now use reporting tools to create a miriade of custom and dynamic reports, tailored to your business, delivering real time information. Users can use pre-built templates to build upon or contruct bespoke reports from scratch, all with the ability to track nearly endless financial information. This creates an opportunity for business owners to extract new and insightful data from their business.

More Information

This webinar is going to teach you how to create, customize and manipulate these reports to get the most out of your business management software. Focusing on the use of custom columns, formulas, text blocks and drag-and-drop accounts, this webinar will give you the skill set you need to hit the ground running on custom reporting.

 

*Minimum attendance numbers are required for our Breakfast Sessions, In Focus and Webinars. In the event of cancellation, all registered attendees will be notified.

Webinar: What Can Your Accountant Do for You?

What Does an Accountant Do Beyond the 'Tax Stuff'?

20th November

Cost: Free

Duration: 30 mins

Location: Online (we will send you a meeting invite detailing how to gain access to the webinar, once you register)

Accountants are trusted advisors. That means their value extends beyond providing reactive advice, into helping you navigate those big decisions. 

Accountants help you run your business with more clarity and confidence, through providing strategic advice and clever ways to save you money and boost revenue.

More Information

During this webinar we are going to run through all the things that your accounting firm can help with, from strategic planning through to process automation. This webinar is ideal for anyone who wants to know how they can utilise their accountants full potential to help grow their business and overcome financial hurdles.

 

*Minimum attendance numbers are required for our Breakfast Sessions, In Focus Sessions and Webinars. In the event of cancellation, all registered attendees will be notified.

December

In Focus Session: Custom Data in Actionstep

Accessing the Power of Data Collection

11th December

Cost: $50 excl. GST

Duration: 2hrs

Location: Online (we will send you a meeting invite detailing how to gain access to the session, once you register)

One of the greatest features of Actionstep’s workflows is Custom Data. Custom data allows you to record information pertaining to your clients and their matters, in a huge array of different formats. This data can then be populated into documents and custom lists.

The true power of Custom Data is near limitless, and can be utilized to capture nearly any information you are trying to ascertain. This could be as simple as recording a clients preferred contact method, through to creating interactive worksheets specific to each matter.

More Information

During this In Focus session we will take a look at:

  •  How you can create custom data collections points in your matters and contacts
  • The different methods and formats you can use to collect data
  • How to automatically populate this information in documents using merge fields
  • How to filter through your data using custom lists

By the end of this two hour online session you will feel confident to start utilising custom data in your own workflows.

*Minimum attendance numbers are required for our Breakfast Sessions, In Focus Sessions and Webinars. In the event of cancellation, all registered attendees will be notified.

Webinar: How to Review Financial Statements

An Overview of Financial Reports

18th December

Cost: Free

Duration: 30 mins

Location: Online (we will send you a meeting invite detailing how to gain access to the webinar, once you register)

A financial report can reveal a snapshot of your business. But what is that snapshot telling you?

This webinar is going to run through a broad overview of what to look for when you are reviewing a balance sheet or P&L.

More Information

If you would like to gain a better understanding of what your companies numbers are telling you, or would like to know what a trained professional looks for when assessing the financial strengths of a business, then make sure to register for this webinar.

 

*Minimum attendance numbers are required for our Breakfast Sessions, In Focus Sessions and Webinars. In the event of cancellation, all registered attendees will be notified.