Welcome to the Client Training Center

Annual Training Catalog

As your software provider, we continually focus our work on making our software easy to use and easy to operate. As our products are modified to accommodate state law changes, new technology, and new processes, user meetings are held throughout the year to keep you up to date!

Upcoming Dates

  • 04/05/23 - Auditors' Document Locator Payroll
  • 04/06/23 - Auditors' Payroll
  • 04/12/23 - Treasurers' Document Locator
  • 04/13/23 - Treasurers' Year End/Tax Processing
  • 04/26/23 - Engineers' Document Locator
  • 04/27/23 - Engineers
  • 05/03/23 - Recorders' Document Locator
  • 05/04/23 - Recorders
  • 05/16/23 - Assessors' Document Locator
  • 05/17/23 - Assessors
  • 05/18/23 - Auditors' Real Estate
  • 06/15/23 - Auditors' Year End/Cash Balancing
  • 10/04/23 - Auditors' Budgeting/Accounting Document Locator
  • 10/05/23 - Auditors' Budgeting/Accounting

Due to rising costs, registrants that do not cancel by the deadline or are a no show at the meeting will be charged a $25 fee.

Auditors' Payroll Document Locator
Storing and retrieving payroll related documents. Employee specific documents--timesheets, certifications, evaluations, benefits. General documents--policy, handbooks, wellness. Searching, viewing, and workflows will be discussed.
Radisson Hotel In-person
Date & Time
April, 05 2023 9:00 AM - April, 05 2023 4:30 PM

Auditor's Payroll
Topics to be discussed: payroll processing, employee file maintenance, quarterly process, deduction adjustments, deduction refunds.
Radisson Hotel In-person
Date & Time
April, 06 2023 9:00 AM - April, 06 2023 4:00 PM

Treasurers' Document Locator
Searching and viewing within Document Locator and Vision; discussion on storing receipts; bank statements, tax sale related documents, special assessments, etc
Radisson Hotel In-person
Date & Time
April, 12 2023 1:00 PM - April, 12 2023 5:00 PM

Treasurers' Year End
Treasurers' tax receipting year end process
Radisson Hotel In-person
Date & Time
April, 13 2023 9:00 AM - April, 13 2023 4:00 PM

Engineers' Document Locator
Storing, viewing, searching for documents in Document Locator. Viewing through Vision. Discussion on various documents that can be stored. Possible workflows.
Radisson Hotel In-person
Date & Time
April, 26 2023 1:00 PM - April, 26 2023 5:00 PM

Engineers' Annual School of Instruction
Discussion on Engineer Accounting, Payroll, Equipment and Road Costing, and Parts and Material Inventory programs.
Radisson Hotel In-person
Date & Time
April, 27 2023 9:00 AM - April, 27 2023 5:00 PM