RFMS

Learning how to keep tight control over bank receipts, processing fees and disbursements is vital to maintaining cash flow, accurate AR balances and the overall health of your business.  Keeping the bank account balanced assures that all activity is up to date and that all entries have been properly recorded.

Banking-areas to be covered include posting bank and credit card charges, recording deposits, correcting general ledger postings, voiding checks and basic reconciliation procedures.

Check Writing-review how to set up suppliers and contractors, set up recurring payments, split invoices for payment over multiple periods, apply miscellaneous costs to jobs and much, much, more.

Increase your knowledge of RFMS accounting features that can increase efficiency, data capture/tracking and reporting including recent accounting enhancements and capabilities.  Topics to be covered include:

Managing Material Costing and Installation Cost Management, How to Generate Labor Reports for Accruals and WIP, Monitoring Inventory Adjustments.  Multi State Payroll classifications, Recurring Journal Entries, Standard Account Codes-What posts when, Financial Statement Report Configuration and Materials Analysis Reporting-Tracking Order Activity.

Learn helpful techniques and tips that have been used by many successful flooring operations to improve efficiency, controls, security, internal reporting and profitability. Areas that will be discussed include centralized purchasing, inventory control, job cost fundamentals, installer tracking and disaster recovery.

Taking a physical inventory at least once a year is vital to keeping your cost of materials/gross profit and available inventory accurate. Find out why it is important to do pre-counts, organize and identify all materials, how to print and review discrepancy reports, how to transfer roll balances to remnants, how to track excess material returned from a job and how to use bar coded inventory tags and a tri-coder.

Utilization of the RFMS Work Orders module allows you to accurately define the amount of installation required, project installation costs, record installer earnings, and analyze the effects of installation cost on a job’s performance.

The ability to create precise work orders provides both the client and the installer with a printed document detailing how many units are to be installed by area, size/color/description of the product, special notes, etc. It also provides the back office with the ability to streamline subcontractor payroll, verification of labor costs against the order lines and order tracking.

The work order process can be greatly enhanced with the use of such features as labor area pick lists, defined labor pricing in services, quote templates and add on modules like SchedulePro.

Following a standardized list of month end closing procedures will facilitate the end of month closing process in RFMS. Smart businesses owners want to generate accurate financial statements as quickly as possible at the end of each month so they can get a ‘report card’ for their business.

Areas to be covered include bank reconciliations, inventory costing, review of open orders for job costing, posting of expense payables, updating inventory receipts, posting employee and installer payroll and when to run key reports on the last day of the month.
 

Keeping track of open vendor/installer claims is an important activity that must be closely monitored. Recording and tracking claims using the RFMS Claims module provides the right level of financial control, documentation and reporting.

The entire claims process will be covered, including how to properly handle material shortages, damaged material, defective material, restocking fees, installation charges, inspection fees, etc. In addition, all of the accounting entries and claims/material analysis/job cost analysis/sales reports will be reviewed.

This webinar is designed to show you how to use the Photo Design Editor to create countertops, backsplashes, and shower surrounds with a 2D or 3D view.  Learn how to crop, resize, and rotate graphics, use the stacking feature to draw faster, group elements of a drawing to create a 3D "scene", and how the 3D editor inserts elements, organizes areas, print options, and more.

This webinar is designed to show you how to allocate rolls to minimize waste, optimize seam layouts, accommodate dye lots, move cuts from roll to roll, manual and automatic recalculation, and cut sequencing and grouping.  Learn to print reports that are roll specific based on specific allocations. 

This webinar is designed to show you how to take Measure drawings and calculations and export them into RFMS Quotes, Customer Orders, Bid Pro, or NHMS on an individual line basis.  This tool allows you to capture all of the customer, product and order data in Measure without having to manually rekey it to create an order in RFMS.

Areas to be covered include how to set up Link, how to import customer and product information from RFMS into Measure, and how to export to Microsoft Excel, Access, and XML.

Learn how to use the Measure estimating software tool to capture room measurements, quantities, and product information and export this data to RFMS Order Entry.

Areas to be covered include all of the toolbar functions, how to assign project materials, use basic drawing tools, set seam placements, create an installer worksheet, and print standard documents like room layouts, seam layouts, and cut diagrams.

This webinar is designed to raise the user's awareness of the many advanced features of the Measure estimating software tool that can be used for large scale and commercial projects.

Areas to be covered include importing graphic files (PDF-JPEG-TIFF-AUTOCAD), scaling, crop/shear/straight drawing, tracing and drawing tools, create custom tile patterns, using system rolls/user rolls, moving cuts from roll to roll, manual and automatic recalculation, cut sequencing and grouping, and setting up templates for frequently used products.