Tres includes a full suite of default Statements, Management, and General Ledger reports designed to help you stay in control of your agency’s financial performance. These reports are essential tools for tracking unpaid commissions, monitoring outstanding client balances, managing settlements, and maintaining accurate financial reporting.
In this module, you will learn how to confidently use key reporting tools, including:
Running Advisor, Client, and Supplier Statements
Reviewing and understanding the available Management Reports
Navigating and interpreting the standard General Ledger Reports
By the end of this module, you’ll be equipped to use Tres reports to proactively manage your agency’s financial health and make informed business decisions.
🚀 Choose your Learning Method
Select the method that suits your learning style:
- Live Training Sessions: Join scheduled classes and Q&A sessions. View and Register for Classes
- Knowledge Base Articles: Detailed articles to read and follow along within Tres.
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Training recordings for those who prefer to learn visually and at their own pace.
🧭 In-Tres Guidance:
Look for the ‘Guide Me’ button in certain areas of the program. It provides step-by-step assistance for various features within Tres.
📚 Knowledge Base Articles
Explore our comprehensive articles to deepen your understanding:
Ready to move to the next module? Click the link below to access to Module 5.
💡Related Articles:
Tres Training Program Overview
Tres New User Training Program for Back Office - Module 1: Profiles
Tres New User Training Program for Back Office - Module 2: Payments
Tres New User Training Program for the Back Office - Module 3: Reconciliations
Tres New User Training Program for Back Office - Module 5: Bank Management
Tres New User Training Program for Back Office - Module 6: General Ledger
Tres New User Training Program for Back Office - Module 7: GDS
We’re excited to have you on board and are committed to supporting your journey with Tres. For additional assistance, don’t hesitate to join a live chat session with our experienced support staff by by clicking on the red Chat button in the lower right of this screen or email support@trestechnologies.com.