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  • Biweekly
    • 15 minutes in training/video
    • 15 minutes in Actual Live exercise
    • 15-30 minutes in Q&A (in regards to topic only)
    • 15-30 minutes in General Q&A
  • Quarterly (CAB) - Training 1/2 Day
    • Chart Flow (Origin > i21 GL)
      • Case Study - From transaction to general ledger
    • Reconciliation Issues - How to proceed (ask for a list in advance)_
    • Financial Reporting - Different reporting formats
    • Q&A 
  • Dates
    • Jan 8 - Fiscal Year Setup & Creating New Accounts 
    • Jan 22 - General Journal Entries, Import from CSV
    • Feb  5 - Reallocation, Recurring
    • Feb 19 - Standard Reports
    • Mar 5 - Import from Subledger, Reports to reconcile to in Origin.
    • Mar 19 - Row & Column Design, Financial Report Builder  (customer send in advance and will answer at April 2) Extended session
    • April 2 - Trouble Shooting FRD 
    • April 16 - Report Header & Footer
    • Break
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