RTI 2000 Intermediate Level Training Course Outline
Day 1: 8:30am–4pm
RFS (Part I)
Accounts Payable
Maximize your cash flow by taking advantage of payment terms and discounts provided by your vendors—A/P helps make it easy. Use the cash requirements report to forecast your upcoming cash needs and identify available cash for investment. Use the “Pay Now” feature for checks in a hurry. Set up repetitive bills with the recurring invoice feature. Understand the expense and cash sides of a void transaction. Use the A/P reports and database to research vendor payments and invoice questions.
Payroll
Build advanced custom reports from both the wage database and the check history database to meet most any reporting or informational requirements. Master additions and deductions to properly account for and tax miscellaneous items on your payroll. Pay bonuses with “controlled” tax rates, or system tax rates (and understand why there is a difference). Archive payroll data to save disk space, and learn how to un-archive when needed. Learn to process and reconcile quarterly and year-end reports. Make mass wage adjustments for changes in minimum wage. Learn the differences between “exempt from withholding” and “exempt from tax.” Use the Cash Pay feature to record manual checks.
Human Resources
Define, track, and report on employee benefit eligibility and participation. Track 401(k) eligibility, insurance participation, and other benefits using easily definable parameters that let you specify how eligibility is determined for each benefit. Create your own employee review templates, store past appraisal information for your employees, and track dates of upcoming appraisals and salary reviews. Learn how H/R interfaces with Payroll to automatically accrue vacation and sick/personal time for employees, based on your company policies. See how H/R records and displays at a glance all vacation and sick/personal time, and also employee training progress.
TimeKeeping
Set up your own company-specific labor limits to alert you to excessive overtime and breaks. Learn to edit and balance punches. Use the school days calendar to establish the days when minors are available to work specific shifts. Customize the Labor Law Exception report to show only those items that you want to review.
Day 2: 8:30am–4pm
RFS (Part II) and Communications
General Ledger
Create your own customized financial reports using the system templates. Learn how to use automatic and recurring journal entries to minimize your data entry. Explore the posting process and learn when to repost after changes have occurred. Create prior period journal entries and follow the effect in G/L through the database and into the reports. Use the Budgets feature.
Daily Store Reporting
Learn to build your own custom reports, using any of the data that is available in your DSR database. Build data links to automatically transfer your information from Communications. Set up and track new information—like employee meals, promo dollars, t-reds, etc. Use calculations in your reports and Report Macros to make your work easier. Transfer information into DSR that is not available on your POS by using RTI Remote.
Communications
From POS to P&L… learn how to poll your stores successfully with an overnight schedule or on-demand. Use the Communications activity log to troubleshoot polling issues, and learn how to retransfer polled data. Explore the Communications interface to Menu Management, Daily Store Reporting, TimeKeeping, and Payroll and the data types that are available for transfer.
Day 3: 8:30am–1pm (when offered)
Restaurant Management System
EDI - Electronic Invoicing
What to do after retrieving your invoices – step by step. Learn how to solve the “mystery” of missing EDI invoices. Understand the importance of vendor reference numbers, and learn how to make adjustments when needed.
Menu Management
Understand the complete food cost cycle – from inventories to product usage. Learn how you can calculate food cost immediately at the end of a week or month. Use the system to accommodate multiple inventory periods (daily, weekly, monthly) at the same time. Use Menu Management reports to reveal opportunities for improvement, and the dollar value of each opportunity. Review yield comparison reports to find possible problem sources for product yields. Create analysis reports that can help you pinpoint variances in actual and theoretical food usage, excessive waste, high food-cost percentages, and more. Explore flexible report options – creating single restaurant and consolidated restaurant summaries, based on selected restaurant groups.