Manchester Software Training Sessions

Thank you for purchasing Manchester software from Balance Consulting.

One of the benefits of using Manchester Software is the free training that you’ll
receive for as long as you are a Manchester client. There are two ways for
you to take advantage of this:

1. Download a Webinar Recording [Webex Streaming Video] of either
   Manchester Basic Training or Manchester Advanced (Prime) Training
   and view it at your convenience.


2. Manchester will come to you! Invite our expert trainers to your location for
   a custom session. For more information about custom in-house training
   call 800.779.1099.

Take this opportunity to explore the full functionality of Manchester and
sharpen your skills, or to introduce new users to the software.

Manchester basic training will include these topics:

1. Installation and registration
2. System setup and preferences
3. Importing records from ASCII files, the IRS, previous years, and Excel.
4. Searching records
5. Reviewing and correcting import validation errors
6. Adding, changing and updating records
7. Checking record history, the audit trail
8. Generating statements for your payees
9. Generating the IRS file, state files, and filing electronically
10. Generating reports
11. System backup and program modifications

Manchester Prime training will include these topics:

1. Uploading TIN Matching information from the IRS and generating bulk
   TIN Matching files
2. Importing and tracking B-Notice files