OpenAccounts Training Services Information Pack Services... · For further information please contact the Training Services Administration ... and payments to running various reports

OpenAccounts Training Services

Information Pack

For further information please contact the Training Services Administration team

on 01582 714830 or via email on [email protected]

Training Services Advanced Business Solutions provides a comprehensive training curriculum, delivered by a

team of professionals dedicated to providing a complete training service. Advanced Business

Solutions’ training team have extensive hands-on experience and have an exceptional ability to

relate courses to real life situations, showing customers how to utilise Advanced Business

Solutions’ software to best effect.

In addition to our standard training courses, the training team provides valuable bespoke

courses tailored to clients' precise needs.

Advanced Business Solutions Training Facilities Courses are held regularly at Advanced Business Solutions’ training suite in Northampton,

alternatively courses can be held at another Advanced Business Solutions Training Suite

(Harpenden, Aberdeen or Birmingham) or at clients' offices.

Our full range of courses cover the key areas of our Accounting & Finance software solutions;

including Accounting, Budgeting and Workflow.

Advanced Business Solutions’ training facilities provide the ideal environment for learning. The

company places a high priority on ensuring every training room gives delegates the space and

light to be relaxed, comfortable and attentive.

Advanced Business Solutions Training Courses Completing Advanced Business Solutions’ recommended training plan ensures that users can

utilise and understand the full functionality of the system from day one. In turn, this ensures

companies maximise their investment and gain full benefit from day one.

Find out more about Advanced Business Solutions Training Services

Advanced Business Solutions Training Centre

ASR House, Arden Grove, Harpenden, Hertfordshire, AL5 4SJ

: +44 (0)1582 714830

: [email protected]

: www.advancedcomputersoftware.com/abs/training



Training Packages

This section allows you to assess which training package(s) are required for the members of

the team who will be using or supporting OpenAccounts. The training packages are split into

the following categories:-

Accounts User

Core User

Advanced User

System Administrator

The following pages allow you to plan which team member should attend each level of training

and will allow you to assess the best number of training units required for the implementation

of OpenAccounts.

Further information regarding course content, pre-requisite requirements or training

progression plans can be found in this information pack.



Training Packages – Core User

Core User

Provides an in-depth introduction to OpenAccounts, taking users through the day to day

Accounting processes. From creating and updating customer and supplier details, transactions

and payments to running various reports and creating budgets. This course is suitable for front

end users who will be using OpenAccounts on a regular basis, such as Finance staff.

Course № Units № Units per Attendee № Attendees Total

Essentials 3.0 3.0

Advanced User

Includes an in-depth introduction to day to day accounting processes, migrating data to and

from OpenAccounts, importing data (for example, adding or updating the Chart of Accounts, or

adding bulk transactions) and creating more advanced reports that include complex hierarchies

and customised requirements. This course is suitable for Finance Administrators or Managers

who wish to manage the implementation and maintenance of OpenAccounts


Essentials 3.0

6.0

Advanced User – Migration 1.0

Reporting Essentials 2.0

System Administrator

Users will learn how to fully utilise the configuration functionality in OpenAccounts, enabling

them to manage and maintain the front and back end of the system – from creating profiles

and setting user permission, to setting controls and parameters to manage the system. Users

will also learn how to automate business processes using the eBis function. These courses are

suitable for Finance System Administrators who will be involved in the day to day processes as

well as the customisation of OpenAccounts.


Essentials 3.0

10.0

Advanced User – Migration 1.0

Reporting Essentials 2.0

System Administration 1.0

eBis System Overview &

Administration

3.0



OpenAccounts Training Courses

Introduction to OpenAccounts Essentials 3 Days

Reporting in OpenAccounts Reporting Essentials 2 Days

Advanced OpenAccounts User Advanced User – Migration 1 Day

OpenAccounts System Configuration

System Administration 1 Day

Automating OpenAccounts

eBis System Overview &

Administration 3 Days

Course Information Please note that bookings are made on a first come, first served basis. To avoid

disappointment please contact us as soon as possible to guarantee a place.

All of the courses run are open courses and use our standard training database.

It is advisable to leave a suitable gap of approximately 2-3 weeks between each course to give

the delegate the opportunity to practice and use the information covered on the training

course.

Course Times Course registration is at 9.30am, the course will start promptly at 10.00am and finishes at

4.00pm, with a half an hour buffet lunch.

Pre-requisites Delegates must be confident users of Windows. Some experience of Microsoft Office would also

be beneficial. Most of our courses also have OpenAccounts Course pre-requisites; for more

information please look at the individual course information.

Contact

Please contact our Training Services Administration Team on 01582 714830 or email

[email protected] for course bookings and further

information regarding the services the Training Team can provide.

1 Unit = 1 day training for 1 delegate attending a generic training course from our standard course schedule



Introduction to OpenAccounts

Essentials This course is designed for new users of OpenAccounts and covers all the essential areas for

day-to-day use of the system. This includes inputting and maintaining supplier and customer

records, some accounting theory and the use of enquiry and reporting functions. Delegates

will also learn how to create and manage transactions and how to carry out the Financial

Period End within OpenAccounts.

Outline:-

Create & maintain Master Records

Customer and Supplier information

Create, maintain and update transactions

Run reports and enquiries

Create manage and report on Budgets

Set up and manage Cash Books

Process payments and receipts

Run Period End procedures

Reporting in OpenAccounts

Reporting Essentials

This course is designed specifically for users of the OpenAccounts and Executive Desktop

Reporting (EDR) module who create/maintain management reports and adhoc queries. This

includes creating and maintaining hierarchies and an introduction to the range of reports

available through OpenReporting and EDR. Delegates will also learn to create custom reports

and Reporting Packs.

Outline:-

Structure and formats of financial reports

Create and produce custom reports

Create and maintain hierarchies

EDR Reports

Ad hoc and table queries

View queries functionality

Standard Reports and Reporting packs.

Delegates will have ideally completed and understood the OpenAccounts Essentials course before attending this course. Alternatively delegates will have at least 3-6 months working experience of using

OpenAccounts.

2 Days Max. 6 Spaces

3 Days Max. 6

Spaces



Advanced OpenAccounts User The following courses are designed to go through the advanced areas of OpenAccounts.

Advanced User - Migration Ideal for users of OpenAccounts who are responsible for the migration of data into the

OpenAccounts system, either as part of initial set up or as an on-going requirement.

Outline:-

Introduction to OpenLink

Import data from a Spreadsheet via OpenLink

Import date from a flat file

Import transactions into OpenAccounts

Run imports automatically.

Delegates will have ideally completed and understood the OpenAccounts Essentials course before attending this course. Alternatively delegates will have at least 3-6 months working experience of using OpenAccounts.

Configuring OpenAccounts

System Administration This course is designed for users with responsibility for the on-going maintenance of the

OpenAccounts application, including tasks such as user set up and system configuration. The

course includes subjects ranging from creating profiles and setting user permissions to setting

controls and parameters to manage the system.

Outline:-

Create and maintain users and user profiles

Create and maintan menus

Set user permissions

Manage Company parameters

Create Document types

Set up reconciliation controls

Housekeeping reports.

Delegates will have ideally completed and understood the OpenAccounts Essentials course before attending this course. Alternatively delegates will have at least 3-6 months working experience of using OpenAccounts.

1 Day Max. 6 Spaces

1 Day Max. 6 Spaces



Automating OpenAccounts eBis System Overview and Administration Ideally suited for those who are responsible for administering users and configuration changes.

Including creating new forms, routing and automating business process such as expense

claims and purchase order processing.

Outline:-

Create users, profiles and permissions

Create and assign Group Types and Groups

Run eBis reports and enquiries

Create eBis and eFinance menus

Define settings and routings for eBis and eFinance forms

Maintain links between eFinance and OpenAccounts

Understand and maintain user relationships.

Delegates will have ideally completed and understood the OpenAccounts Essentials & OpenAccounts System Administration course(s) before attending this course. Alternatively delegates will have at least 3-6 months working experience of using OpenAccounts with eBis.

3 Days Max. 6

Spaces



OpenAccounts Development Guide

After attending the OpenAccounts Essentials course, we recommend at least 2 weeks using OpenAccounts before attending the OpenAccounts

Advanced User course. We then recommend at least 2 to 4 weeks practising before attending the OpenAccounts System Administration

course.

Time Line

Start

2-4 Weeks

4-6 Weeks

Finish

OpenAccounts Essentials

OpenAccounts Reporting

Essentials

OpenAccounts System

Administration

OpenAccounts Advanced

User – Migration

eBis System Overview

and Administration



Personal Development Courses

In addition to our standard training courses, the Training Service team provide valuable Personal

Development courses.

The following Personal Development courses are available:-

Personnel Development

Time Management • Identifying timewasters and how to tackle them

• Setting and achieving your goals

• How to manage interruptions

• How to say no

• Identify the causes of procrastination

• Delegation

• How to reduce time spent in meetings

Dealing with Change • Understanding the impact and how employees are affected by change

• Supporting and preparing for impending changes

• Managing others through changes in your workplace

• Effective methods for planning and managing change

• Help reduce stress and maintain motivation during change

Effective Communication • Identifying and overcoming barriers to communication

• Communication Styles

• Identifying your preferred styles

• Unspoken communication

• Body language and tone

• Presenting a positive image

Dealing with Difficult Situations • How to manage difficult situations

• Handle criticism, puts downs, arrogance, persistence or patronising behaviours

• Professional guidelines for handling extreme and unacceptable behaviours

• Active listening and responding

• Delivering bad news

• Developing an understanding of behaviour



Microsoft Word Essentials At the end of this one day Word training course you will have a good working knowledge of Word

basics. You will feel more confident using Word and be able to create a document from scratch.

Understanding and using some of the built in layout and text editing functionality will enable you

to produce far more striking and effective documentation in your work and home Word

environments. Documents that you create will be easier to read and look more presentable.

Microsoft Excel Essentials At the end of this course you will have a good working knowledge of Excel basics. You will feel

more confident using Excel and be able to create a spreadsheet from scratch. Understanding and

using some of the built in calculation and formula functionality will allow you to be more

productive in your work and home Excel environments. Spreadsheets that you create will be

easier to use and look more presentable.

Microsoft PowerPoint Essentials At the end of this course you will have a good working knowledge of PowerPoint basics. You will

feel more confident using PowerPoint and be able to create a presentation from scratch. You will

learn how to improve the format of your text as well as getting to grips with importing and

manipulating graphics, using the Powerpoint drawing tools and the chart and table design tools to

make your presentation much more visually stimulating. You will also learn how to make

modifications to your presentation before you learn how PowerPoint is used in a live presentation.

For More Information Contact the Training Services Administration Team:-

: +44 (0)1582 714830

: [email protected]

: www.advancedcomputersoftware.com/abs/training