SkySlope Books Training

If you're ready to learn more about SkySlope Books, we're here for you! All trainings are provided by our Learning & Development team.

 

SkySlope Books - Getting Started Training 

Important: This training is a pre-requisite to attend any further trainings.

In this 30-minute webinar, we'll give you a high level overview of Books, show you how deals are imported into Books, and review the available integrations! Download the Getting Started handout by clicking here!

  • Join us for an eWebinar!
      • This is a recording but provides tips, interactions, links and quizzes along with the ability to ask questions!
      • Option to watch an on-demand, replay or schedule a date/time to add to your calendar! 
      • NOTE: The replay option allows you to rewind and pause!

      • REGISTER HERE!

 

SkySlope Books - Workflow Training 

Important: This training is a requirement prior to launch.

In this 1-hour webinar, we'll focus on reviewing deals, the CDA and the approval process, closing and payouts, and reporting! Download the Workflow handout by clicking here!

    • Two options are available for training!
        • eWebinar is our most flexible option:
            • This is a recording but provides tips, interactions, links and quizzes along with the ability to ask questions!
            • Option to ask questions via Q&A
            • A recording of the session will be sent out after attending
            • Option to watch an on-demand, replay or schedule a date/time to add to your calendar! 
            • NOTE: The replay option allows you to rewind and pause!

            • REGISTER HERE!

        • Zoom live session is a weekly session at 1pm PST on Wednesdays
            • This is a live session and provides the same exact content as the eWebinar
            • Option to ask questions via Q&A

            • REGISTER HERE!

 

SkySlope Books - Accounting Training 

  • In this 1-hour webinar, we'll walk you through the basics of accounting in SkySlope Books, including Accounts Receivable (invoices, processing payments), Accounts Payable (bills, making payments), Bank Feeds, and Reconciliation.  Download the Accounting handout by clicking here!
    •  
        • Join us for an eWebinar!
            • This is a recording but provides tips, interactions, links and quizzes along with the ability to ask questions!
            • Option to watch an on-demand, replay or schedule a date/time to add to your calendar! 
            • NOTE: The replay option allows you to rewind and pause!

            • REGISTER HERE!

 

SkySlope Books - Q&A Session

  • Already attended the Getting Started, Workflow and Accounting trainings but still have questions or workflows you want to learn?  Join us for this Q&A session where you can bring your questions and learn about some advanced topics and tips / tricks!
      • Zoom live session is a weekly session at 10am PST on Thursdays

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