3 Accounts - Revision history

BethD at 11:44, 8 December 2014

2014-12-08T11:44:55Z

Simon@erpoz.com at 06:17, 20 November 2014

2014-11-20T06:17:42Z

Simon@erpoz.com at 05:57, 20 November 2014

2014-11-20T05:57:14Z

Simon@erpoz.com: /* Overview */

2014-11-14T03:11:02Z

‎Overview

Omer Farooq at 05:28, 24 September 2014

2014-09-24T05:28:02Z

Omer Farooq at 12:34, 15 September 2014

2014-09-15T12:34:16Z

Omer Farooq: /* Overview */

2014-09-15T12:25:37Z

‎Overview

Omer Farooq: /* Overview */

2014-08-20T13:08:47Z

‎Overview

Simon Clive at 14:26, 23 April 2014

2014-04-23T14:26:49Z

Simon Clive at 06:05, 27 June 2011

2011-06-27T06:05:41Z

@@ Line 4: / Line 4: @@
 [[2. Tree Mode]]
 [[3. List Mode]]
-[[4. New Account Test 1]]
+[[4. New Account]]
 [[5. Account Types]]
-[[6. EFT Details]]
+[[6. Sub Accounts]]
-[[7. Sub Accounts]]
+[[7. Departments]]
-[[8. Departments]]
+[[8. Accounts and Departments]]
-[[9. Accounts and Departments]]
+[[9. Assigning Tax Codes]]
-[[10. Assigning Tax Codes]]
+[[10. Bank and EFT Details]]
-[[11. List Customisation]]
+[[11. List Customization]]
 [[12. F5, F6, and F7]]
 [[13. Altering Columns]]
@@ Line 17: / Line 17: @@
 [[15. Custom Filters]]
 [[16. Foreign Exchange Lists]]
-[[17. Custom Report]]
+[[17. Update Batch]]
-[[18. Exporting Lists]]
+[[18. Report Selector]]
-[[19. Profit and Loss]]
+[[19. Date Ranges]]
-[[20. By Periods (Profit and Loss)]]
+[[20. Custom Report)]]
-[[21. Changing Dates]]
+[[21. Charts]]
-[[22. Selecting Departments]]
+[[22. Exporting Lists]]
-[[23. Drill Downs]]
+[[23. Profit and Loss]]
-[[24. Printouts]]
+[[24. By Periods (Profit and Loss]]
-[[25. Balance Sheet]]
+[[25. Changing Dates]]
-[[26. Report Selector]]
+[[26. Selecting Departments]]
-[[27. Date Ranges]]
+[[27. Drill Downs]]
-[[28. BAS/VAT Report]]
+[[28. Printouts]]
-[[29. BAS/VAT Options]]
+[[29. Balance Sheet]]
-[[30. Creating Journals]]
+[[30. BAS/VAT Report]]
-[[31. Finding Journals]]
+[[31. BAS/VAT Options]]
-[[32. Charts]]
+[[32. Creating Journals]]
-[[33. Shortcut Filters]]
+[[33. Finding Journals]]
 [[34. Summary Sheet]]
 [[35. Dashboard]]
+[[36. Transaction Journal]]
 </menu>

@@ Line 4: / Line 4: @@
 [[2. Tree Mode]]
 [[3. List Mode]]
-[[4. New Account Test]]
+[[4. New Account Test 1]]
 [[5. Account Types]]
 [[6. EFT Details]]

@@ Line 4: / Line 4: @@
 [[2. Tree Mode]]
 [[3. List Mode]]
-[[4. New Account]]
+[[4. New Account Test]]
 [[5. Account Types]]
 [[6. EFT Details]]

@@ Line 60: / Line 60: @@
 . [ ] New Account - Do you know how to setup a new account for your chart of accounts?
-. [ ] Account Types - Does the types of accounts in the drop down make sense?
+. [ ] Account Types - Do the types of default accounts in the drop down make sense?
-. [ ] EFT Details - Do you know where to set the EFT or electronic banking details for a bank account?
+. [ ] Sub Accounts - Do you understand how departments can replace the need for sub accounts in some cases?
-. [ ] Sub Accounts - Do you understand how departments can replace the need for sub accounts in some cases?
+. [ ] Departments - Do you know how you can divide your business into different cost centers?
-. [ ] Departments - Do you know how you can divide your business into different cost centers?
+. [ ] Accounts and Departments - Was the relationship between Departments Products and Accounts explained, focusing on how Departments can create different report levels with one Account, thus eliminating the need for multiple Accounts of the same type?
-. [ ] Accounts and Departments - Was the relationship between Departments Products and Accounts explained, focusing on how Departments can create different report levels with one Accounts, thus eliminating the need for multiple Accounts of the same type?
+. [ ] Assigning Tax Codes - Did the assignment of the Tax Codes make sense and how they affect the BAS/VAT and the auto loading into transactions?
-.[ ] Assigning Tax Codes - Did the assignment of the Tax Codes make sense and how they affect the BAS/VAT and the auto loading into transactions?
+.[ ] Bank and EFT Details - Do you know where to set the EFT or electronic banking details for a bank account?
 .[ ] List Customisation - Was the List Customisation explained?
@@ Line 76: / Line 76: @@
 .[ ] F5, F6 and F7 - Do you know how to use the F5,F6 and F7 searching features? Also how to use the search box on the main screen.
-.[ ] Altering Columns - Can you add columns, remove columns and alter the layout of the list and then save the list as a personal report? Refer Global Features
+.[ ] Altering Columns - Can you add columns, remove columns and alter the layout of the list and then save for your login?
 .[ ] Filters - Do you know how to filter in the list to show only specific details?
@@ Line 82: / Line 82: @@
 .[ ] Custom Filters - Do you know how to create a custom filter?
-.[ ] Foreign Exchange Lists - Do you know how to turn on Foriegn Exchange Values in some reports?
+.[ ] Foreign Exchange Lists - Do you know how to turn on Foriegn Exchange Values in the main financial reports in ERP?
-.[ ] Custom Report - Do you know how to create a custom report to display in the My Reports Section?
+.[ ] Update Batch  - Do you know why you should run an Update Batch before selecting a report.
-.[ ] Exporting Lists - Can you export a list or report using the export button and create a spreadsheet with it?
+.[ ] Report Selector - Has the report selector made sense and why choosing dates prior to running the reports is advised?
-.[ ] Profit and Loss - Can you run a Profit and Loss Report from the main screen?
+.[ ] Date Ranges - Has the List Date Range options been explained when comparing speed to functionality?
-.[ ] By Periods (Profit and Loss) - Can you run a Profit and Loss Report by periods?
+.[ ] Custom Report - Do you know how to create a custom report to display in the My Reports Section?
-.[ ] Changing Dates - Can you run a Profit and Loss Report from the report selector changing the dates on the report selector?
+.[ ] Charts - Do you know how to create a chart from any report?
-.[ ] Selecting Departments - Do you know how to select different departments for different reports?
+.[ ] Exporting Lists - Can you export a list or report using the export button and create a spreadsheet with it?
-.[ ] Drill Downs - Was it explained how to drill into any of the values in all of the reports?
+.[ ] Profit and Loss - Can you run a Profit and Loss Report from the main screen?
-.[ ] Printouts - Can you preview a printout of the Profit and Loss Report?
+.[ ] By Periods (Profit and Loss) - Can you run a Profit and Loss Report by periods?
-.[ ] Balance Sheet - Run a Balance Sheet report from the main screen? Run a Balance Sheet report from the report selector?
+.[ ] Changing Dates - Can you run a Profit and Loss Report from the report selector changing the dates on the report selector?
-.[ ] Report Selector - Has the report selector made sense in relation to choosing dates prior to running the reports?
+.[ ] Selecting Departments - Do you know how to select different departments for different reports?
-.[ ] Date Ranges - Has the List Date Range options been explained when comparing speed to functionality?
+.[ ] Drill Downs - Was it explained how to drill into any of the values in all of the reports?
-.[ ] BAS/VAT Report - Has the setup of the BAS report / VAT Report with the Tax Codes been done and approved by the accountant?
+.[ ] Printouts - Can you preview a printout of the main financial reports in ERP
-.[ ] BAS/VAT Options - Can you run a BAS report / VAT Report?
+.[ ] Balance Sheet - Run a Balance Sheet report from the main screen? Run a Balance Sheet report from the report selector?
-.[ ] Creating Journals - Can you enter/create a Journal?
+.[ ] BAS/VAT Report - Has the setup of the BAS report / VAT Report with the Tax Codes been done and approved by the accountant?
-.[ ] Finding Journals - Can you search and find an existing Journal?
+.[ ] BAS/VAT Options - Can you run a BAS report / VAT Report?
-.[ ] Charts - Do you know how to create a chart from any report?
+.[ ] Creating Journals - Can you enter/create a Journal?
-.[ ] Shortcut Filters - Do you know how to create a filter?
+.[ ] Finding Journals - Can you search and find an existing Journal?
 .[ ] Summary Sheet - Can you open the Summary Sheet?
 .[ ] Dashboard - Can you open the Dashboard?

@@ Line 34: / Line 34: @@
 [[32. Charts]]
 [[33. Shortcut Filters]]
-[[34. Dashboard]]
+[[34. Summary Sheet]]

@@ Line 1: / Line 1: @@
-<menu align="center" name="myMenu">
+<menu name="myMenu" align="center">
 </menu>
@@ Line 44: / Line 81: @@
 .[ ] Custom Filters - Do you know how to create a custom filter?
-.[ ] Foriegn Exchange Lists - Do you know how to turn on Foriegn Exchange Values in some reports?
+.[ ] Foreign Exchange Lists - Do you know how to turn on Foriegn Exchange Values in some reports?
 .[ ] Custom Report - Do you know how to create a custom report to display in the My Reports Section?

@@ Line 14: / Line 14: @@
 Trainee to complete: Please tick
-. [ ] Chart of Accounts Is it clear that your Accounts within the Chart of Accounts can be viewed in a number of ways?
+. [ ] Chart of Accounts - Is it clear that your Accounts within the Chart of Accounts can be viewed in a number of ways?
-. [ ] Tree Mode Can you explain how Tree Mode works?
+. [ ] Tree Mode - Can you explain how Tree Mode works?
-. [ ] List Mode Can you explain how List Mode works?
+. [ ] List Mode - Can you explain how List Mode works?
-. [ ] New Account Do you know how to setup a new account for your chart of accounts?
+. [ ] New Account - Do you know how to setup a new account for your chart of accounts?
-. [ ] Account Types Does the types of accounts in the drop down make sense?
+. [ ] Account Types - Does the types of accounts in the drop down make sense?
-. [ ] EFT Details Do you know where to set the EFT or electronic banking details for a bank account?
+. [ ] EFT Details - Do you know where to set the EFT or electronic banking details for a bank account?
-. [ ] Sub Accounts Do you understand how departments can replace the need for sub accounts in some cases?
+. [ ] Sub Accounts - Do you understand how departments can replace the need for sub accounts in some cases?
-. [ ] Departments Do you know how you can divide your business into different cost centers?
+. [ ] Departments - Do you know how you can divide your business into different cost centers?
-. [ ] Accounts and Departments Was the relationship between Departments Products and Accounts explained, focusing on how Departments can create different report levels with one Accounts, thus eliminating the need for multiple Accounts of the same type?
+. [ ] Accounts and Departments - Was the relationship between Departments Products and Accounts explained, focusing on how Departments can create different report levels with one Accounts, thus eliminating the need for multiple Accounts of the same type?
-.[ ] Assigning Tax Codes Did the assignment of the Tax Codes make sense and how they affect the BAS/VAT and the auto loading into transactions?
+.[ ] Assigning Tax Codes - Did the assignment of the Tax Codes make sense and how they affect the BAS/VAT and the auto loading into transactions?
-.[ ] List Customisation Was the List Customisation explained?
+.[ ] List Customisation - Was the List Customisation explained?
-.[ ] F5, F6 and F7 Do you know how to use the F5,F6 and F7 searching features? Also how to use the search box on the main screen.
+.[ ] F5, F6 and F7 - Do you know how to use the F5,F6 and F7 searching features? Also how to use the search box on the main screen.
-.[ ] Altering Columns Can you add columns, remove columns and alter the layout of the list and then save the list as a personal report? Refer Global Features
+.[ ] Altering Columns - Can you add columns, remove columns and alter the layout of the list and then save the list as a personal report? Refer Global Features
-.[ ] Filters Do you know how to filter in the list to show only specific details?
+.[ ] Filters - Do you know how to filter in the list to show only specific details?
-.[ ] Custom Filters Do you know how to create a custom filter?
+.[ ] Custom Filters - Do you know how to create a custom filter?
-.[ ] Foriegn Exchange Lists Do you know how to turn on Foriegn Exchange Values in some reports?
+.[ ] Foriegn Exchange Lists - Do you know how to turn on Foriegn Exchange Values in some reports?
-.[ ] Custom Report Do you know how to create a custom report to display in the My Reports Section?
+.[ ] Custom Report - Do you know how to create a custom report to display in the My Reports Section?
-.[ ] Exporting Lists Can you export a list or report using the export button and create a spreadsheet with it?
+.[ ] Exporting Lists - Can you export a list or report using the export button and create a spreadsheet with it?
-.[ ] Profit and Loss Can you run a Profit and Loss Report from the main screen?
+.[ ] Profit and Loss - Can you run a Profit and Loss Report from the main screen?
-.[ ] By Periods (Profit and Loss) Can you run a Profit and Loss Report by periods?
+.[ ] By Periods (Profit and Loss) - Can you run a Profit and Loss Report by periods?
-.[ ] Changing Dates Can you run a Profit and Loss Report from the report selector changing the dates on the report selector?
+.[ ] Changing Dates - Can you run a Profit and Loss Report from the report selector changing the dates on the report selector?
-.[ ] Selecting Departments Do you know how to select different departments for different reports?
+.[ ] Selecting Departments - Do you know how to select different departments for different reports?
-.[ ] Drill Downs Was it explained how to drill into any of the values in all of the reports?
+.[ ] Drill Downs - Was it explained how to drill into any of the values in all of the reports?
-.[ ] Printouts Can you preview a printout of the Profit and Loss Report?
+.[ ] Printouts - Can you preview a printout of the Profit and Loss Report?
-.[ ] Balance Sheet Run a Balance Sheet report from the main screen? Run a Balance Sheet report from the report selector?
+.[ ] Balance Sheet - Run a Balance Sheet report from the main screen? Run a Balance Sheet report from the report selector?
-.[ ] Report Selector Has the report selector made sense in relation to choosing dates prior to running the reports?
+.[ ] Report Selector - Has the report selector made sense in relation to choosing dates prior to running the reports?
-.[ ] Date Ranges Has the List Date Range options been explained when comparing speed to functionality?
+.[ ] Date Ranges - Has the List Date Range options been explained when comparing speed to functionality?
-.[ ] BAS/VAT Report Has the setup of the BAS report / VAT Report with the Tax Codes been done and approved by the accountant?
+.[ ] BAS/VAT Report - Has the setup of the BAS report / VAT Report with the Tax Codes been done and approved by the accountant?
-.[ ] BAS/VAT Options Can you run a BAS report / VAT Report?
+.[ ] BAS/VAT Options - Can you run a BAS report / VAT Report?
-.[ ] Creating Journals Can you enter/create a Journal?
+.[ ] Creating Journals - Can you enter/create a Journal?
-.[ ] Finding Journals Can you search and find an existing Journal?
+.[ ] Finding Journals - Can you search and find an existing Journal?
-.[ ] Charts Do you know how to create a chart from any report?
+.[ ] Charts - Do you know how to create a chart from any report?
-.[ ] Shortcut Filters Do you know how to create a filter?
+.[ ] Shortcut Filters - Do you know how to create a filter?
-.[ ] Summary Sheet Can you open the Summary Sheet?
+.[ ] Summary Sheet - Can you open the Summary Sheet?
-.[ ] Dashboard Can you open the Dashboard?
+.[ ] Dashboard - Can you open the Dashboard?

@@ Line 4: / Line 4: @@
 == Overview  ==
-'''Accounts Training'''
+Accounts Training
 <br>