Upon purchasing the software, each client is enrolled in our SherWare Consulting program designed to get you acclimated to how SherWare works as quickly as possible.

Our consulting program gives you five hours of onsulting with a support technician in one-hour time frames, one session per week.

Each session covers a specific and important piece of understanding how our software works, from setup to entering revenue and bills, to closing your run and sending out statements, invoices and checks.

After each session, your consultant will give you “homework” to complete before the next session going over what will be discussed during your next session. Your homework will consist of completing various steps each week from the Getting Started Guide included with your software package.

Once the homework has been completed, the support technician will review the work that has been completed to check for accuracy based on the how the software is designed to function, and your company’s software needs. This review will happen during the consulting session along with additional training, answering any additional questions the user may have regarding that session topic.

What each session covers:

Accounting Manager Clients

1. Setup of Preferences, including account selection (also Expense Codes and Revenue Categories). Review of how activity will post to the general ledger.
2. Setup of Wells, Owners, Division of Interest
3. Entering Revenue and Expenses (bills, production receipts, etc.)
4. Closing Revenue Run, Printing Checks, Receiving Net Payments
5. Closing JIB Run, Receiving JIB Payments

View the PDF Accounting Manager New Client Consulting Packet

Disbursement and JIB Manager Integrated Edition Clients

1. Setup of Preferences, including account selection (also Expense Codes and Revenue Categories). Review of how activity will post to the general ledger.
2. Setup of Wells, Owners, Division of Interest
3. Entering Revenue and Expenses (bills, production receipts, etc.)
4. Closing Revenue Run, Printing Checks, Receiving Net Payments
5. Closing JIB Run, Receiving JIB Payments

View the PDF Disbursement and JIB Manager Integrated Edition New Client Consulting Packet

Disbursement and JIB Manager Clients

1. Setup of Preferences, also Expense Codes and Revenue Categories.
2. Setup of Wells, Owners, Division of Interest
3. Entering Revenue and Expenses (bills, production receipts, etc.)
4. Closing Revenue Run, Printing Checks, Receiving Net Payments
5. Closing JIB Run, Receiving JIB Payments

View the PDF Disbursement and JIB Manager New Client Consulting Packet