Getting Started
What to expect in this course
This course is designed to accompany your Ajera implementation. Expect to receive general overviews of concepts and tasks that will be filled in by your consultant during the implementation. For more specific information, the course contains links topics in help 
> Help > Online Help)
What not to expect
This course does not provide a way to start using Ajera immediately. It is not a quick start that you can use in place of the implementation process with a consultant.
Prerequisites
|
An introduction to some fundamental accounting concepts for those who are new to accounting |
|
|
Predefined settings |
A list of predefined industry-standard settings that Ajera installs so you do not have to set up Ajera from scratch. As you set up Ajera, you will need to refer to these predefined settings. |
|
This course provides a big-picture understanding of how Ajera works, as well as getting into some of the nuts and bolts. It will help you understand how different tasks are related and how to best work with Ajera to perform your daily work. |
In this course
Unit 1: Introduction
Lesson 2: Implementation phases
Unit 2: Planning and discovery
Unit 3: Before your beginning balance date - Setup
Lesson 2: Chart of accounts and departments
Lesson 6: Projects and billing
Unit 4: Before your beginning balance date - Entry and preparation
- Beginning balances for payroll and billing
- Beginning trial balance, bank account, and vendor balances
- Reconciling and verifying beginning balances
- 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
Lesson 3: Data review and validation
- Reading and validating reports
- Customizing Ajera for your firm
- Training on Inquiry
- Training on project templates
- Confirming your beginning balance date
Unit 5: After your beginning balance date
Predefined settings
Click here to view the predefined settings in the Ajera Getting Started Implementation Guide for the following:
- Chart of accounts
- Types
- Activities
- Overhead group
- Roles
- Project items
- Payroll items
