Biweekly GL and FRD Sessions

    • Sessions take place at 11am Eastern Time
    • 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 - Training 1/2 Day

    • Sessions take place starting at 1pm Eastern Time
    • 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 

2015 GL and FRD Training Schedule

DateSession
February 5Fiscal Year Setup & Create New Accounts
February 19General Journal Entries, Import from CSV, Reallocation, Duplicate
March 5Standard Reports
March 11Cancelled Training *** Concepcion Hayden will be available before/during/after CAB for questions.
March 19Import From Sub-ledger, Reports to Reconcile to in Origin
April 2Row & Column Design, Financial Report Builder, Trouble Shooting FRD 
April 16Report Header & Footer
May 14Fiscal Year Setup & Create New Accounts
May 28General Journal Entries, Import/Export, Reallocation, Duplicate, Import from Subledger, Import Logs
June 4Standard Reports, GL Account Detail
June 11QUARTERLY TRAINING (TBD)
June 25Financial Report Designer: Row & Column Design, Financial Report Builder, Trouble Shooting FRD
July 9Report Header & Footer, Report Templates
August 6Fiscal Year Setup & Create New Accounts
August 20General Journal Entries, Import from CSV, Reallocation, Duplicate
September 10QUARTERLY TRAINING
September 17Standard Reports
October 1Import From Sub-ledger, Reports to Reconcile to in Origin
October 15Row & Column Design, Financial Report Builder, Trouble Shooting FRD
October 29Report Header & Footer
November 12Fiscal Year Setup & Create New Accounts
November 24General Journal Entries, Import from CSV, Reallocation, Duplicate
December 1Standard Reports
December 10QUARTERLY TRAINING
December 17Import From Sub-ledger, Reports to Reconcile to in Origin
Jan 7 2016Row & Column Design, Financial Report Builder, Trouble Shooting FRD
Jan 21 2016Report Header & Footer

 



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