- 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
- Chart Flow (Origin > i21 GL)
- 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 12 - CAB
- 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
- April 30 - Break
- May 14 - Fiscal Year Setup & Creating New Accounts
- May 28 - General Journal Entries, Import from CSV
- June 4 - Reallocation, Recurring
- June 11 - CAB
- June 25 - Standard Reports
- July 9 - Import from Subledger, Reports to reconcile to in Origin.
- July 23 - Row & Column Design, Financial Report Builder (customer send in advance and will answer at April 2) Extended session
- Aug 6 - Trouble Shooting FRD
- Aug 20 - Report Header & Footer
- Sep 3 - Break
- Sep 10 - CAB
- Sep 17 - Fiscal Year Setup & Creating New Accounts
- Oct 1 - General Journal Entries, Import from CSV
- Oct 15 - Reallocation, Recurring
- Oct 29 - Standard Reports
- Nov 12 - Import from Subledger, Reports to reconcile to in Origin.
- Nov 24 - Row & Column Design, Financial Report Builder (customer send in advance and will answer at April 2) Extended session
- Dec 1 - Trouble Shooting FRD
- Dec 10 - CAB
- Dec 17 - Report Header & Footer
- Dec 24 - Break
- Dec 31 - Break
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