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Lesson 2: Tasks and processes

Start here!	Overview
	Entering time
	Entering expenses
	Managing vendor invoices and payments
	Managing in-house expenses
	Managing client receipts and related items
	Managing client invoices
	Managing the bank register
	Running payroll
	Reconciling month-end

Overview

Throughout your implementation, use the sample data to train on common tasks you plan to perform in Ajera. Use this time to develop workflows for your firm's processes, such as:

Time and expense
Billing, accounts receivable, and accounts payable
Payroll
Reconciliation

It is important that you are confident performing entire work cycles in Ajera before your beginning balance date. Be sure to work with your Axium consultant to troubleshoot any issues of concern.

If you train thoroughly on these tasks and processes, you will feel completely comfortable working in Ajera after your beginning balance date.

Entering time