Customizing Ajera for your firm

Overview

Now is the time to customize Ajera so that it's easy for you to work with every day. Get advice from your consultant about what you should customize before your beginning balance date and what can wait until after that date. Test and revise your customized setups, as needed.

Follow a work plan

Make a list of all your tasks and ensure they are set up in Ajera.

For example, you may need to:

• Create custom fields.
• Set up recurring journal entries or recurring vendor invoices.
• Re-create your firm's client invoice designs using the invoice formats.
• Re-create your firm's financial statement designs.
• unavailable in ajeraCore - Set up consultant and expense commitments.

Learn the details

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Custom fields

Adding custom fields

Changing a custom field

Deleting a custom field

Recurring journal entries

Setting up recurring journal entries

Creating recurring journal entries

Changing a recurring journal entry setup

Recurring vendor invoices

Setting up recurring vendor invoices

Creating recurring vendor invoices

Changing a recurring vendor invoice setup

Invoice formats

Setting up an invoice format

Copying an invoice format

Changing an invoice format

Financial Statement Designer

Designing a financial statement

Setting up workbook properties

Entering formulas in the worksheet

more

Consultant management (unavailable in ajeraCore unless you have the Consultant Management add-on)

Turning on consultant budgets

Setting up a consultant or an expense budget

Tracking consultant insurance

Verifying invoice distributions to cost budgets

Deleting a consultant budget

Test your knowledge

Quiz: Customizing Ajera for your firm

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