Course curriculum

  • 1

    Welcome

  • 2

    Foundation

  • 3

    Chart of Accounts

  • 4

    Analysis Codes

  • 5

    Entering Journals / Transactions

    • Chapter Introduction

      FREE PREVIEW
    • Manual Entry Introduction

    • Create and hold a journal

    • Hands-on: Create and Hold a Journal

      FREE PREVIEW
    • Hands-on: Create and Hold a Journal (with instructions)

    • View and select a Held journal

    • Post a Held journal

    • Clear a Held journal

    • Hands-on: View, Select, Post, and Clear a Held Journal

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

    • Create and Post a Journal

    • Hands-on: Create and Post a Journal

    • Hands-on: Create and Post a Journal (with instructions)

    • Import via Infor Q&A Introduction

    • Import Journals via Infor Q&A Template

    • Hands-on: Infor Q&A Template

    • Hands-on: Infor Q&A Template (with instructions)

    • Learning Check

  • 6

    Account allocations and matching transactions

    • Chapter Introduction

      FREE PREVIEW
    • C Marker

      FREE PREVIEW
    • Update Descriptions and L-codes

    • Hands-on: C marker, Update Description & L-codes

    • Hands-on: C marker, Update Description & L-codes (with instructions)

    • Bank Reconciliation

    • Hands-on: Bank Reconciliation

    • Hands-on: Bank Reconciliation (with instructions)

    • Learning Check

  • 7

    Financial Inquiries

    • Chapter Introduction

      FREE PREVIEW
    • Account Inquiry

      FREE PREVIEW
    • Hands-on: Account Inquiry

    • Hands-on: Account Inquiry (with instructions)

    • Account Listing

    • Hands-on: Account Listing

    • Hands-on: Account Listing (with instructions)

    • Journal Inquiry

    • Hands-on: Journal Inquiry

    • Hands-on: Journal Inquiry (with instructions)

    • Journal Listing

    • Hands-on: Journal Listing

    • Hands-on: Journal Listing (with instructions)

    • Run Account Listing and Journal Listing using Report Manager

    • Hands-on: Run Account Listing and Journal Listing using Report Manager

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

    • Journal Held listing

    • Hands-on: Journal Held Listing

    • Hands-on: Journal Held Listing (with instructions)

    • Learning Check

  • 8

    Reporting

    • Chapter Introduction

      FREE PREVIEW
    • Trial Balance - Standard

      FREE PREVIEW
    • Hands-on: Trial Balance - Standard

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

    • Trial Balance - Department Break out

    • Hands-on: Trial Balance - Department Break out

    • Hands-on: Trial Balance - Department Break out (with instructions)

    • Profit & Loss

    • Hands-on: Profit & Loss

    • Hands-on: Profit & Loss (with instructions)

    • Balance Sheet

    • Hands-on: Balance Sheet

    • Hands-on: Balance Sheet (with instructions)

    • Cash Flow

    • Hands-on: Cash Flow

    • Hands-on: Cash Flow (with instructions)

    • KPIs

    • Hands-on: KPIs

    • Hands-on: KPIs (with instructions)

    • Learning Check

  • 9

    Closing the period / year

  • 10

    Next steps

    • What happens next?

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