9:00 AM09:00

Year End Closing

Advanced AP and Fiscal Users

  • Details for preparation and procedures required for closing the books for the fiscal year. 

  • Step-by-step information on requisition year-end processing, including setup of liabilities and receivables, journal entry year-end processing setup, how to close out the fiscal year and year-end reporting. 

  • Overview of purchasing, warehouse and fixed assets year-end physical inventory is presented.

  • Overview of account roll forward, expire, and general account management. 

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9:00 AM09:00

New Users

All Users

  • Understanding concepts and standards, including shortcuts, terminology, navigation, tips and tricks.

  • Searching, including favorites.

  • Managing lists and saving data grids.

  • Using data-entry efficiency tools, including quick starts, mnemonics and quick keys.

  • Reviewing reports, including emailing, distribution, favorites.

  • Setting up personalized notifications.

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9:00 AM09:00

NEW Accounts Receivable

Accounts Receivable and Fiscal Users

  • Recording and posting receipts, as well as creating and processing AR invoices and using the new Receipt Transactions activity.

  • Scheduling invoices and coping Invoices to help streamline your AR processes. 

  • Setting up receivables, printing invoices and statements and running basic reports.

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