Training

User Training Schedule

Training classes are available at the offices of Morningstar Technology on an "as needed" basis. If you prefer training in your office, we can provide same at the rate of $900.00 per day plus out of pocket and travel expenses.  We also offer on-line training sessions.

Click here to Sign Up for Training

Seminar Registration

All  two day training seminars are priced at $395.00 per student, and $350.00 per additional student from the same firm.  If you would like to attend one of the seminars, please call, fax or send us an email and we will advise you of our current schedule. 

Seminar Description

Introduction/Getting Started

Toolbars

Shortcut Keys

Time Accounting & Billing

  1. Timekeepers
  2. Service Codes
  3. Matter Types
  4. Adding Clients
  5. Case/Matters
  6. Time Expense Entry
  7. Invoices/Bills
  8. Payment Entry
  9. Post Payments
  10. Reporting
  11. Aging Process
  12. Advanced Reporting

Trust Accounting

  1. Bank Accounts
  2. Purpose Codes
  3. Case/Matters
  4. Receipts and Disbursements
  5. Check Printing
  6. Post Entries
  7. Reporting

General Ledger

  1. Chart of Accounts
  2. Special Charts
  3. General Journal Entry
  4. Post Journal Entries
  5. Reporting
  6. Year End Closing
  7. Condense Year To Date Activity

Accounts Payable

  1. New Vendors
  2. Vouchers Entry (Bills To Pay)
  3. Selecting and Printing Checks
  4. Posting
  5. Reconciling
  6. Reporting

Payroll

  1. Employees
  2. Tax Tables
  3. Pay Time Entry
  4. Payroll Reports
  5. Posting Payroll 

File Maintenance

  1. Reindex/Pack Tables
  2. Backup Data

Security

  1. Menu Permissions Groups

Admin Utilities Only

  1. How and When To Access These Files

Remote Batch

  1. Export Data
  2. Import Data

Case Management

  1. Exporting Data
  2. Other Exports
  3. Practice Management complete overview.

Receiving Updates

  1. Helpful Tips
  2. Suggestions