Course curriculum

  • 1

    Course Introduction

    • Welcome to Advanced Bootcamp

    • Before we begin...

    • Introduction to the Finance 1 Module
  • 2

    General Ledger Preferences

    • General Ledger Preferences

    • Ledger Preferences

    • Account Class Preferences

    • Quick Quiz General Ledger Preferences

  • 3

    General Ledger Profiles

    • Chart of Accounts

    • Subaccount Profiles

    • Master Financial Calendar

    • Company Financial Calendar

    • Quick Quiz on General Ledger Profiles
  • 4

    General Ledger Transactions

    • Create a Journal Transaction

    • Reverse a Journal Transaction

    • Quick Quiz on General Ledger Transactions
  • 5

    General Ledger Processes

    • Release Transactions

    • Manage Financial Periods

    • Quick Quiz on General Ledger Processes
  • 6

    General Ledger Budgets

    • Create and Update Budgets

    • Release Budgets

    • Quick Quiz on General Ledger Budgets
  • 7

    General Ledger Inquiries

    • GL Account Summary Inquiry

    • GL Account by Subaccount Inquiry

    • GL Account by Period Inquiry

    • GL Account Details Inquiry

    • Quick Quiz on General Ledger Inquiries
  • 8

    General Ledger Reports

    • Trial Balance Summary Report

    • Trail Balance Detailed Report

    • Transactions for Period Report

    • Transactions for Account Report

    • GL Register Report

    • Quick Quiz on Finance Reports
  • 9

    Financial Statments

    • Balance Sheet

    • Profit & Loss Report

    • Cash Flow Statement

    • Quick Quiz on Financial Statements
  • 10

    Finance Module End of Month Processing

    • Introduction to End of Month Processing

    • Releasing GL Transactions

    • Revaluing GL Transactions

    • Reviewing GL Accounts

    • Locking Financial Periods

    • Running Financial Reports
  • 11

    Before you go...

    • Congrats! Here's what's next...

    • Before you go...