A helpful, practical session covering the most common questions received via GMS Service Chat—so you know what to do when things don’t look quite right.
East Coast – Location (TBD)
Day 1: Complete Overview & Practical Sessions
Day 2: Advanced Monthly Processing
Master the foundational setup for leave, fringe, and indirect cost allocation with a detailed walkthrough of each cost allocation tab.
Learn how to take your cost allocation strategy to the next level with four advanced methods and two essential tools.
Learn to efficiently complete your auditor-ready year-end statements using GMS FASB 117 or GASB 34 worksheets.
A complete walkthrough of W-2 and 1099 preparation using GMS tools.
Preparing your Bank Reconciliation in GMS
Payroll Adjustments PADJ’s & CADJ’s when and how to use each
Timesheet Adjustments when they are needed and how they are prepared
Budget Entry & Import for Projects/Elements and Agencywide Budgets
Trial Balance printing the report monthly and at the end of the fiscal year
Filter & Sorting Vendor/Employee grids & Ask for Employee learn quick tips to prepare reports easily with the information you need
Using the Grid and Inactive or Terminated Codes
Balance Sheet/ Cost Category Setup
Adjusting & Deleting Loan Activity, when to use each and how
Handling Special Loan Scenarios
In addition to the above training opportunities, GMS is also proud to offer year-round Off-site Assistance. This is specialized assistance that can cover all your needs from training new staff to year-end processing. You can share your computer screen with a GMS Training Specialist who will guide you through the software. With our ability to view what you are typing and the personalized guidance, it is just as beneficial as having us in your office. Contact us today to schedule your appointment; 800-933-3501 or service@gmsactg.com
