Course curriculum

  • 1
    Quick Start
    • Quick Navigation
    • Create Setup User
    • Add Roles to User
    • Create Employee User
    • Review Employee Information
    • Change Password
    • Add Data Role for User
    • Login as New User
    • Using Help - Detailed Overview
  • 2
    Rapid Setup Configuration
    • Create Setup Spreadsheet
    • Generate Setup Files
    • Upload Chart of Accounts Structure
    • Upload Ledger, Legal Entities and Business Unit
    • Review Legal Entity
    • Review Chart of Accounts
    • Review Ledger Options
    • Assign General Ledger Roles and Access to Ledgers
    • Open Periods
    • Using Spreadsheet to update Roles
    • Open Accounts Payable and Receivables Periods
  • 3
    Review Rapid Setup
    • Review Business Units
    • Review Common Options for Payables and Procurement
    • Review Invoice Options
    • Create Payment Terms
    • Review Payment Options
    • Review Receivables System Options
    • Review AutoAccounting Rules
    • Review Receivables Activities
  • 4
    Create Transactions
    • Create Supplier Site Assignment
    • Create Supplier Invoice
    • Run Invoice Register Report
    • Review Accounts Payable Journal in General Ledger
    • Create Customer Site
    • Create Receivables Reference Accounts
    • Create Receivables Invoice
    • Complete Receivables Invoice
    • Review Receivables Accounting in General Ledger
    • Create General Ledger Journal
    • Create Journals from Spreadsheet
  • 5
    Next Steps...
    • More resources for you

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