Point of Sale – Retail
This seminar focuses on the Retail Point of Sale and is intended for employees working in the golf shop, tennis shop or other retail area at the club. The session will outline how to process a chit, including navigating the My Shift screen, finding sales items and processing payments. It will outline the fundamental skills required to utilize your Club’s point of sale.
Point of Sale - F&B
This seminar focuses on the Food & Beverage Point of Sale and is intended for F&B servers. From snack bar to dining room, this session will provide your servers with the skills required to use Point of Sale. This includes a focus on the My Shift screen, how to split chits, how to navigate prep options and the fundamentals of creating a chit.
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GL Budgets and Financial Statements
This seminar takes a deeper dive into budgets and financial reporting features available in Jonas Encore. This session will show you how to create a budget, import/enter budget figures, budget entry tools, and a detailed look at how to both design and run financial statements.
Tuesday, July 9, 2024 1:00pm-3:30pm EDT
Monday, August 12, 2024 1:00pm-3:30pm EDT
Tuesday, September 3, 2024 1:00pm-3:30pm EDT
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Event Management
This seminar focuses on the Event Management application and is intended for Catering & Events Staff and Managers. This session will review both types of event processing: club events and private events. This will enable your staff to create events from start to finish, including billing and generating forms.
Thursday, July 25, 2024 1:00pm-3:30pm EDT
Thursday, August 29, 2024 1:00pm-3:30pm EDT
Wednesday, September 18, 2024 1:00pm-3:30pm EDT
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Accounts Receivable & Membership
This seminar focuses on the Accounts Receivable application, with a highlight on member management and is intended for Membership Directors & Staff who work with the member files and/or billing on a regular basis. This session will outline the membership database and everything you need to know about member files, billing and navigation of the application.
Thursday, August 8, 2024 1:00pm-3:30pm EDT
Tuesday, August 27, 2024 1:00pm-3:30pm EDT
Monday, September 9, 2024 1:00pm-3:30pm EDT
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Point of Sale & Inventory - Retail Managers
This seminar goes beyond the basic Point of Sale functions and highlights setup and functionality within the Point of Sale application, with a focus on retail. This session is intended for managers within retail outlets at the Club and will show you how to manage your sales items & SKUs, run reports & perform management functions within Point of Sale & Inventory.
Wednesday, July 17, 2024 1:00pm-3:30pm EDT
Wednesday, August 7, 2024 1:00pm-3:30pm EDT
Thursday, September 26, 2024 1:00pm-3:30pm EDT
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Point of Sale F&B - Managers
This seminar goes beyond the basic Point of Sale functions and highlights setup and functionality within the Point of Sale module, with a focus on food & beverage. This session is intended for food & beverage managers at the Club and will show you how to manage your sales items, run reports and perform management functions within the Point of Sale.
Tuesday, July 23, 2024 1:00pm-3:30pm EDT
Tuesday, August 6, 2024 1:00pm-3:30pm EDT
Tuesday, September 17, 2024 1:00pm-3:30pm EDT
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Point of Sale F&B - Waitstaff & Bartenders
This seminar focuses on the needs of waitstaff, bartenders and their managers. It will include creating chits, sending & firing functions, adding and updating prep options on a chit, splitting chits, reopening chits, moving items, combining chits and server end of shift reporting. (1 Hour Session)
Wednesday, August 14, 2024 1:00pm-2:00pm EDT
Wednesday, September 25, 2024 1:00pm-2:00pm EDT
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General Ledger Basics
This seminar focuses on Encore General Ledger setups including adding new GL accounts and Chart of Accounts, Journal Entries, and running General Ledger reports including the Trial Balance, Detailed General Ledger, Budgets, GL exports and financial statements. (1 Hour Session)
Monday, July 15, 2024 1:00pm-2:00pm EDT
Monday, August 5, 2024 1:00pm-2:00pm EDT
Wednesday, September 11, 2024 1:00pm-2:00pm EDT
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Accounts Payable
This seminar focuses on Accounts Payable setups and processing including adding / updating vendors, invoice and payment processing, reciprocal vendor payments, quick & manual payments, reversing payments and invoices and Accounts Payable reporting. (1 Hour Session)
Monday, July 22, 2024 1:00pm-2:00pm EDT
Wednesday, August 28, 2024 1:00pm-2:00pm EDT
Monday, September 16, 2024 1:00pm-2:00pm EDT
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Accounts Receivable Month End Tasks & Member Statements
This seminar is a review of the processes to be completed to produce accurate member statements each month. It's a great refresher course for new Encore clients or new staff working in Encore Accounts Receivable. (1 Hour Session)
Monday, July 29, 2024 1:00pm-2:00pm EDT
Monday, August 26, 2024 1:00pm-2:00pm EDT
Monday, September 23, 2024 1:00pm-2:00pm EDT
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Dining Reservations
This seminar focuses on the Dining Reservations module and is intended for employees that are utilizing the module to create and manage reservations. This sessions will outline how to enter reservations, delete or change reservations and will also highlight important reporting capabilities.
Wednesday, July 24, 2024 1:00pm-3:30pm EDT
Thursday, August 15, 2024 1:00pm-3:30pm EDT
Tuesday, September 24, 2024 1:00pm-3:30pm EDT
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Business Intelligence – Reporting & Dashboards
This seminar focuses on the Business Intelligence module and is intended for department heads or employees across various disciplines that would benefit from creating custom reports and dashboards. The session will provide you with the tools to build your own reports from AR to Point of Sale to Booking Modules and enable you to design a dashboard to track important metrics.
Thursday, July 18, 2024 1:00pm-3:30pm EDT
Tuesday, August 13, 2024 1:00pm-3:30pm EDT
Tuesday, September 10, 2024 1:00pm-3:30pm EDT
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Club Credits
This seminar focuses on the Club Credits module and is intended for staff that will be issuing, redeeming or managing club credits including sweeps, credit book, gift certificates or gift cards. The session will highlight how to create credit categories, as well as how to issue and redeem various credits at point of sale or through the back office. Reporting and expiring club credits will also be covered.
Tuesday, July 30, 2024 1:00pm-3:30pm EDT
Thursday, September 19, 2024 1:00pm-3:30pm EDT
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System Administration - Charge Codes, Surcharge Codes & Billing Items
This seminar focuses on a particular topic of the System Administration module and is ideally targeted to controllers or accounting staff who work with billing items and charge codes on a daily basis. This session will help to explain the linkages between charge codes, surcharge codes, general ledger accounts and billing or point of sale items. It will help give users a better understanding of how the Encore system of items is built so that you can optimize your reporting and operations.
Wednesday, July 10, 2024 1:00pm-3:30pm EDT
Thursday, September 5, 2024 1:00pm-3:30pm EDT
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System Administration - User Groups, Users, Workstations & Staff
This seminar focuses on the user aspect of the System Administration module and is targeted at employees who are responsible for creating and maintaining user records and workstations. The session will cover how to create and maintain user records with appropriate access levels and overrides. It will also focus on how to setup new workstations and restrict those workstations to certain functions.
Tuesday, July 16, 2024 1:00pm-3:30pm EDT
Thursday, September 12, 2024 1:00pm-3:30pm EDT
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