Course curriculum

Outline

    1. Rapid Setup and Use General Ledger

    2. Setup and Use Payables and Receivables

    1. Quick Navigation

    2. Create Setup User

    3. Add Roles to User

    4. Create Employee User

    5. Review Employee Information

    6. Change Password

    7. Add Data Role for User

    8. Login as New User

    9. Using Help - Detailed Overview

    1. Create Setup Spreadsheet

    2. Generate Setup Files

    3. Upload Chart of Accounts Structure

    4. Upload Ledger, Legal Entities and Business Unit

    5. Review Legal Entity

    6. Review Chart of Accounts

    7. Review Ledger Options

    8. Assign General Ledger Roles and Access to Ledgers

    9. Open Periods

    10. Using Spreadsheet to update Roles

    11. Open Accounts Payable and Receivables Periods

    1. Review Business Units

    2. Review Common Options for Payables and Procurement

    3. Review Invoice Options

    4. Create Payment Terms

    5. Review Payment Options

    6. Review Receivables System Options

    7. Review AutoAccounting Rules

    8. Review Receivables Activities

    1. Create Supplier Site Assignment

    2. Create Supplier Invoice

    3. Run Invoice Register Report

    4. Review Accounts Payable Journal in General Ledger

    5. Create Customer Site

    6. Create Receivables Reference Accounts

    7. Create Receivables Invoice

    8. Complete Receivables Invoice

    9. Review Receivables Accounting in General Ledger

    10. Create General Ledger Journal

    11. Create Journals from Spreadsheet

    1. More resources for you

About this course

  • $77.00
  • 42 lessons
  • 5 hours of video content

Pricing options