This course includes information on how to enter the following processes:
User Data
The estimated time to complete the General Financial Setup course is 4 hours.
The estimated time to complete the Road Map course Accounting
Basic is 2 hours.
The estimated time to complete the Road Map course Accounting Intermediate is 10
hours.
The estimated time to complete the Road Map course Supplier
Invoice Handling Basic is 2 hours.
The estimated time to complete the Road Map course Supplier Invoice Handling Intermediate is
7 hours.
The estimated time to complete the Road Map course Supplier
Payment Handling Basic is 1 hour and 30 minutes.
The estimated time to complete the Road Map course Supplier Payment Handling Intermediate is
10 hours.
The estimated time to complete the Road Map course Customer
Invoice Handling Basic is 1 hour and 30 minutes.
The estimated time to complete the Road Map course Customer Invoice Handling Intermediate is
5 hours.
The estimated time to complete the Road Map course Customer Credit Management Intermediate is 4 hours.
The estimated time to complete the Road Map course Customer
Payment Handling Basic is 1 hour and 30 minutes.
The estimated time to complete the Road Map course Customer Payment Handling Intermediate is
9 hours.
The estimated time to complete the Road Map course Cash Management Intermediate is 9 hours.
The estimated time to complete the Road Map course Tax Handling Intermediate is 5 hours and 30 minutes.
The estimated time to complete the Road Map course Management Accounting Advanced is 3 hours.
The estimated time to complete the Road Map course Fixed Asset
Accounting Basic is 1 hour and 30 mnutes.
The estimated time to complete the Road Map course Fixed Asset Accounting Intermediate is
7 hours.
The estimated time to complete the Road Map course Financial
Analysis Basic is 1 hour.
The estimated time to complete the Road Map course Financial Analysis Intermediate is
5 hours.
The estimated time to complete the Road Map course Financial Analysis Advanced is
2 hours.
The estimated time to complete the Road Map course Periodical Cost Allocation Advanced is 1 hour and 30 minutes.
The estimated time to complete the Road Map course Consolidation Advanced is 2 hours and 45 minutes.
This course was designed primarily for staff with accounting responsibility and general accounting.
This chapter covers how to connect users to user groups and companies to be able to work with specified companies and with different authorities per user.
Before taking the lessons in this chapter, you should have working knowledge of MS Windows, IFS Applications General Functions.
The estimated time to complete this chapter is 15 minutes.
This course was designed primarily for staff with accounting responsibility and general accounting.
This chapter covers how to set up voucher types. Voucher types can be used to separate transactions from different business events. Similar business events, on the other hand, can be grouped together into function groups. Voucher types are always used together with a manual or automatic serial numbering.
Before taking the lessons in this chapter, you should have working knowledge of MS Windows, IFS Applications General Functions.
The estimated time to complete this chapter is 15 minutes.
This course was designed primarily for staff with accounting responsibility and general accounting.
This chapter covers how to connect accounting periods to user groups, and how to make the periods available or inaccessible to users.
Before taking the lessons in this chapter, you should have working knowledge of MS Windows, IFS Applications General Functions.
The estimated time to complete this chapter is 30 minutes.
This course was designed primarily for staff with accounting responsibility and general accounting.
This chapter covers how to set up the chart of accounts. Chart of accounts, or code string, is related to the principle of accounting information, which could be defined as a method of classifying financial and statistical data belonging to an organization for supporting reporting requirements externally and internally.
Before taking the lessons in this chapter, you should have working knowledge of MS Windows, IFS Applications General Functions.
The estimated time to complete this chapter is 1 hour and 15 minutes.
This course was designed primarily for staff with accounting responsibility and general accounting.
This chapter covers how to set up currency codes. Using currencies allows you to complete business transactions between organizations in different countries.
Before taking the lessons in this chapter, you should have working knowledge of MS Windows, IFS Applications General Functions.
The estimated time to complete this chapter is 20 minutes.
This course was designed primarily for staff with accounting responsibility and general accounting.
This chapter covers how to set up predefined payment terms in the application. After setting up different payment terms, you can use these conditions on supplier or customer invoices.
Before taking the lessons in this chapter, you should have working knowledge of MS Windows, IFS Applications General Functions.
The estimated time to complete this chapter is 15 minutes.
This course was designed primarily for staff with accounting responsibility and general accounting.
This chapter covers how to set up different tax codes. Collection of different tax and fee codes are used for different purposes. Examples: VAT rates, Sales & Use tax, and Calculated VAT rates for business between EU countries
Before taking the lessons in this chapter, you should have working knowledge of MS Windows, IFS Applications General Functions.
The estimated time to complete this chapter is 10 minutes.
This course was designed primarily for staff with accounting responsibility and general accounting.
This chapter covers how to set up posting control rules. Business events are translated into the posting control rules. The business event is defined in this case as being a registered system-activity leading to a financial outcome in the application. The activity could be Deliver Customer order, Invoice a customer or customer payments. The result of these events are financial transactions
Before taking the lessons in this chapter, you should have working knowledge of MS Windows, IFS Applications General Functions.
The estimated time to complete this chapter is 45 minutes.
This course was designed primarily for staff with accounting responsibility and general accounting.