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
Date | Session |
---|---|
January 8 | Fiscal Year Setup & Create New Accounts |
January 22 | General Journal Entries, Import from CSV |
February 5 | Reallocation, Recurring Entries |
February 19 | Standard Reports |
March 5 | Import From Sub-ledger, Reports to Reconcile to in Origin |
March 11 | QUARTERLY TRAINING |
March 19 | Row & Column Design, Financial Report Builder |
April 2 | Trouble Shooting FRD |
April 16 | Report Header & Footer |
May 14 | Fiscal Year Setup & Create New Accounts |
May 28 | General Journal Entries, Import from CSV |
June 4 | Reallocation, Recurring Entries |
June 11 | QUARTERLY TRAINING |
June 25 | Standard Reports |
July 9 | Import From Sub-ledger, Reports to Reconcile to in Origin |
July 23 | Row & Column Design, Financial Report Builder |
August 6 | Trouble Shooting FRD |
August 20 | Report Header & Footer |
September 10 | QUARTERLY TRAINING |
September 17 | Fiscal Year Setup & Create New Accounts |
October 1 | General Journal Entries, Import from CSV |
October 15 | Reallocation, Recurring Entries |
October 29 | Standard Reports |
November 12 | Import From Sub-ledger, Reports to Reconcile to in Origin |
November 24 | Row & Column Design, Financial Report Builder |
December 1 | Trouble Shooting FRD |
December 10 | QUARTERLY TRAINING |
December 17 | Report Header & Footer |
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