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



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