Course curriculum

  • 2

    Foundation

  • 3

    Chart of Accounts

  • 4

    Analysis Codes

    • Chapter Introduction

    • Create a New Analysis Code

    • Amend an Analysis Code

    • Close an Analysis Code

    • Hands-on: Analysis Codes (Create, Amend, Close)

    • Hands-on: Analysis Codes (Create, Amend, Close) with instructions

    • Extend fields added to an Analysis Code

    • Hands-on: Analysis Codes (Extend fields added to an Analysis Code)

    • Hands-on: Analysis Codes (Extend fields added to an Analysis Code) with instructions

    • Learning Check

  • 5

    Entering Journals / Transactions

    • Chapter Introduction

      FREE PREVIEW
    • Manual Entry Introduction

    • Create and Hold a Journal

    • Hands-on: Entering Journals/Transactions (Create, Hold a journal)

    • Hands-on: Entering Journals/Transactions (Create, Hold a journal) with instructions

    • View and Select a Held Journal

    • Post a Held Journal

    • Clear a Held Journal

    • Hands-on: Entering Journals (View, Select, Post, Clear a Held Journal)

    • Hands-on: Entering Journals (View, Select, Post, Clear a Held Journal) with instructions

    • Create and Post a Journal

    • Hands-on: Entering Journals/Transactions (Create, Post a journal)

    • Hands-on: Entering Journals/Transactions (Create, Post a journal) with instructions

    • Import via Q&A Introduction

    • Import Journals via Infor Q&A Template

    • Hands-on: Entering Journals/Transactions (Infor Q&A Template)

    • Hands-on: Entering Journals/Transactions (Infor Q&A Template) with instructions

    • Learning Check

  • 6

    Account Allocations and Matching Transactions

    • Chapter Introduction

      FREE PREVIEW
    • Account Allocation - C marker

    • Account Allocation - Update Descriptions & L-codes

    • Hands-on: Account Allocations and Matching Transaction (C Marker, Update Descriptions & L-codes)

    • Hands-on: Account Allocations and Matching Transaction (C Marker, Update Descriptions & L-codes) with instructions

    • Account Allocation - Bank Reconciliation

    • Hands-on: Account Allocations and Matching Transaction (Bank Reconciliation)

    • Hands-on: Account Allocations and Matching Transaction (Bank Reconciliation) with instructions

    • Learning Check

  • 7

    Financial Inquiries

    • Chapter Introduction

      FREE PREVIEW
    • Account Inquiry

    • Hands-on: Financial Inquiries (Account Inquiry)

    • Hands-on: Financial Inquiries (Account Inquiry) with instructions

    • Journal Inquiry

    • Hands-on: Financial Inquiries (Journal Inquiry)

    • Hands-on: Financial Inquiries (Journal Inquiry) with instructions

    • Account listing

    • Journal listing

    • Journal Held listing

    • Hands-on: Financial Inquiries (Account Listing, Journal Listing, Held Journal Listing)

    • Hands-on: Financial Inquiries (Account Listing, Journal Listing, Held Journal Listing) with instructions

    • Run Account Listing and Journal Listing using Report Manager

    • Hands-on: Financial Inquiries (Run Account Listing and Journal Listing using Report Manager)

    • Hands-on: Financial Inquiries (Run Account Listing and Journal Listing using Report Manager) with instructions

    • Learning Check

  • 8

    Reporting

    • Chapter Introduction

      FREE PREVIEW
    • Trial Balance - Standard

    • Hands-on: Reporting (Trial Balance - Standard)

    • Hands-on: Reporting (Trial Balance - Standard) with instructions

    • Trial Balance - Dept. Break out

    • Hands-on: Reporting (Trial Balance - Dept.Break out)

    • Hands-on: Reporting (Trial Balance - Dept.Break out) with instructions

    • Profit & Loss

    • Hands-on: Reporting (P&L)

    • Hands-on: Reporting (P&L) with instructions

    • Balance Sheet

    • Hands-on: Reporting (Balance Sheet)

    • Hands-on: Reporting (Balance Sheet) with instructions

    • Cash Flow

    • Hands-on: Reporting (Cash Flow)

    • Hands-on: Reporting (Cash Flow) with instructions

    • KPIs

    • Hands-on: Reporting (KPIs)

    • Hands-on: Reporting (KPIs) with instructions

    • Learning Check

  • 9

    Closing the period/year

    • Chapter Introduction

      FREE PREVIEW
    • Closing the Accounting Period

    • Closing the financial year

    • Hands-on: Close the financial year

    • Hands-on: Close the financial year with instructions

    • Learning Check

  • 10

    Next Steps

    • What happens next?

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