Exclusive Training Events for Brightree Users

This is an intensive two-day course for new billers or those that need an in-depth refresher of Brightree billing and A/R processes. The class focuses on best practices and incorporates the latest Brightree release functions, including the sales order worklist and workflow, price table import tool, and CMN auto-renewal.  Come together in a group setting and share best practices with your peers. You’ll also have an opportunity to get your specific questions answered by a Brightree expert.

This is an intensive two-day course for users currently responsible for or potentially new to inventory control or management within their organization, such as Purchasing Managers, Inventory Managers, Receiving Staff, etc. The class is designed as a “workshop” for customers who want to improve their current inventory practices by learning about new functionality, processes and Brightree suggested best practices, as well as those customers who are interested in a complete over-haul of their existing inventory management process and practices. 

This is an intensive two-day course for Brightree users who desire a comprehensive review of ALL reporting tools and resources in the Brightree system. The training focuses on understanding and using existing “canned reports” for inventory, sales order, billing, accounts receivable and cash reconciliation management. Learn how to create your own “custom” reports with AdHoc reports. Workflow and basic business management best practices for using reporting in Brightree will be a main focus, as well as new features and functions related to reporting.