No software can fulfill its potential and purpose without proper training for its users. Bayside proudly offers its clients classroom training in a computer lab setting, as well as onsite training at the client's location. Training is led by professional instructors well-versed in all Bayside applications and add-on modules.
Currently, classroom training is divided between Bayside's applications, FactorSoft and CADENCE, and is available quarterly.
Show ScheduleFactorSoft Classroom Schedule
Overview of Weekly Training Agenda
- Day 1-3:
- Administrative Overview
- Security
- System Preferences
- Table Configuration
- Client Terms
- Client/Debtor Activities
- Creating New Clients
- Creating New Debtors
- Creating New Debtor/Client Relationships
- Daily Transactions
- Purchases
- Writing Checks
- Payments
- Adjustments
- Collections
- Reserve Disbursement
- Correspondence
- Imaging
- System Requirements and Configuration
- System Preferences
- Scanning and Posting Invoices
- Scanning and Posting Checks
- Support and References
- On-Line Help
- Issue Tracking System
- Administrative Overview
- Day 4: Detailed Reports
- Detailed Review of FactorSoft Reports
- Day 5: Client Web
- Customization of the Client Web
Show ScheduleCADENCE Classroom Schedule
Overview of Training Agenda
- Day 1: Cadence Introduction
- Cadence Administrative / Security Function
- Creating Tables
- Creating Clients
- Creating Facilities (Loans)
- Creating Collateral
- Cadence Facility Pricing
- Day 2:
- Creating Collateral Postings (establishing availability)
- Creating Loan Postings (establishing transactions)
- Creating Reports
- Processing EOD & EOM
- Summarization
To reserve seats for training, please contact Jeanne Moss at 205-972-8900 at extension 228.
For more information on the scheduled classes or to request on-site training at your location, please contact Jeanne Moss at jmoss@baysidebiz.com.
FactorSoft Classroom Schedule
Overview of Weekly Training Agenda
- Day 1-3:
- Administrative Overview
- Security
- System Preferences
- Table Configuration
- Client Terms
- Client/Debtor Activities
- Creating New Clients
- Creating New Debtors
- Creating New Debtor/Client Relationships
- Daily Transactions
- Purchases
- Writing Checks
- Payments
- Adjustments
- Collections
- Reserve Disbursement
- Correspondence
- Imaging
- System Requirements and Configuration
- System Preferences
- Scanning and Posting Invoices
- Scanning and Posting Checks
- Support and References
- On-Line Help
- Issue Tracking System
- Administrative Overview
- Day 4: Detailed Reports
- Detailed Review of FactorSoft Reports
- Day 5: Client Web
- Customization of the Client Web
CADENCE Classroom Schedule
Overview of Training Agenda
- Day 1: Cadence Introduction
- Cadence Administrative / Security Function
- Creating Tables
- Creating Clients
- Creating Facilities (Loans)
- Creating Collateral
- Cadence Facility Pricing
- Day 2:
- Creating Collateral Postings (establishing availability)
- Creating Loan Postings (establishing transactions)
- Creating Reports
- Processing EOD & EOM
- Summarization
To reserve seats for training, please contact Jeanne Moss at 205-972-8900 at extension 228.
For more information on the scheduled classes or to request on-site training at your location, please contact Jeanne Moss at jmoss@baysidebiz.com.