Class Agenda

Day 1 - Monday
8:00am - 5:00 pm

Set-up and Support Files

Day 2 - Tuesday
8:00am - 5:00 pm

Set-up and Support Files(continued)
Lease Entry
Lease Information
Equipment Entry
Payment Schedules
Automatic Transactions
Booking/Saving a Lease
Template Codes and Fast Entry

Invoicing
Invoice Generation
Miscellaneous Invoicing
Delinquency Assessment
Invoices / Statements

Day 3 - Wednesday
8:00am - 5:00pm

Lookup Grids
Cash Receipts
Reversing Items
Credit Memos
Invoice Write-off
Credit Rental Invoices
Return Checks
Lease Inquiry - Transaction Inquiry - G/L Inquiry
Lease Update vs. Lease Rewrite
End of Lease Transactions
Lease Matures Exercise Purchase Option
Lease Early Payoff (EBO)
Lease Renewal (Month-to-Month)
Lease Termination (Maturity, Rollover or Repo)
Month End Processing
Backing up Data
Transferring of General Ledger Entries
Trial Balance & Funds Roll Reports
GL Manual Adjustments

LeasePlus One Training

LeasePlus One is a flexible, extensive program that requires a considerable amount of set up. This training course focuses on the initial set up for a new LeasePlus One user, as well as going through many of the day-to-day functions users will encounter. A full class agenda is at left.

Although this class is primarily designed for
companies new to LeasePlus One, those that have been using the system for some time have seen benefits from sending existing employees for training. It is not uncommon for users to come back after using LeasePlus for 6-12 months for a refresher course. Much of the reasoning behind the initial set up of LeasePlus may get "lost" over time so it is a good idea to review the different settings and how they are affecting your current use of the program.

Time is also spend going over the latest functionality that has been added to LeasePlus over the prior 6-18 months.

The cost to attend LeasePlus training is $400/day per person plus sales tax. Space is limited and available on a first come, first served basis. Therefore, registration is required for all training programs. Please register with Colleen Bell at 402 493 3530 or colleen@leaseteam.com at least two weeks prior to the class date to reserve your seat.

LeasePlus training will be held:

March 8 - 10, 2010
June 21 - 23, 2010
September 13 - 15, 2010
December 13 - 15, 2010

Training dates are subject to change and LeaseTeam reserves the right to cancel a training class. If a class is cancelled, all registered attendees will receive notification two weeks prior to scheduled training.

All LeaseTeam training programs qualify for CPE credits. Ask your instructor for more information about receiving credit while in Omaha. If you have any questions about registering for a class, please contact Colleen Bell.