Lesson 1: Work in Ajera

Overview

Your Axium consultant will work with you as you perform your first month of accounting and project management in Ajera.

During the previous phase, before your beginning balance date, you used sample data to train and validate all your tasks and processes in Ajera.

During this phase, after your beginning balance date, you will perform the same tasks and processes, but this time using your firm's data.

The validation and testing you performed in the previous phase should have troubleshot any problems. If you have any questions, discuss them with your Axium consultant promptly.

Completing your first work cycle

During your first work cycle, you will perform all the tasks and processes you trained on such as:

• Entering time
• Entering expenses
• Managing vendor invoices and payments
• Managing in-house expenses
• Manage client receipts and related items
• Managing client invoices
• Managing the bank register
• Running first payroll
• Reconciling first month-end

See the Tasks and processes section for general guidelines. For questions about your specific implementation and workflows, contact your Axium consultant.

Entering any remaining beginning balances

During the previous phase, you entered beginning balances for in-house payroll, unpaid client invoices, unbilled work-in-progress, client prepayments, and projects (billed amount only).

During this phase, you can finish entering your beginning balances, if you were not able to do so in the previous phase. These balances include:

• Trial balance
• Bank balances
• Vendor year-to-date paid amounts for 1099s
• Open vendor invoices

To complete the beginning balance process, you reconcile and then finalize your beginning balances.

See the Beginning balances section for general guidelines. For questions about your specific implementation and workflows, contact your Axium consultant.

Rolling out Ajera

To employees

Make sure the employees in your firm have the appropriate security access in Ajera and then train them on the processes.

For example, you may give most employees access only to time and expenses so that they can enter their own timesheets and expense reports. You may give project managers additional access to the Project Command Center and reports related to their own projects. You, or someone else at your firm, may have access to all of Ajera.

Work with your implementation team members to determine the access of each group in Ajera.

To project managers

Project managers may need special focused training in the Project Command Center to learn how to enter their project data and read their project reports correctly.

Work with your project managers to determine the information and tasks they can access and to develop workflows in Ajera for them.

Next

Lesson 2: Advanced features