You are here: Courses > Getting Started > Unit 2: Planning and discovery > Pre-implementation tasks and training and learning resources

Making preparations

Overview

After laying the groundwork for your firm and your implementation team, it is time for you to prepare.

Make sure that you perform all the necessary pre-implementation tasks and review all the Ajera resources. You want to have your supplies and resources at hand so that your training in Ajera can proceed as smoothly as possible.

Performing pre-implementation tasks

Before beginning your training in Ajera, be sure to perform the following tasks:

Task

Description

1. Order checks and forms for Ajera

To pay vendors and employees in Ajera, order these items:

Preprinted checks
1099-MISC forms
W-2 forms

To order checks and forms, contact one of these suppliers (be sure to specify that your order is for Ajera):

Nelco

www.taxforms.com

CFI (Computer Forms Incorporated)

www.computerforms.biz

2. Install Ajera

Refer to the Ajera Installation Guide.

To install Ajera, you need the registration codes in the Ajera Registration Code document emailed to you.

Note:

To receive emails about Ajera software updates, ensure that the spam or junk filter at your firm does not block email from Axium.

3. Access sample data

Use the sample data!

This is a sample company that Axium has set up in Ajera. Use the sample data to familiarize yourself with the Ajera user interface and workflow. As Ajera is updated with new features, the sample data is updated as well.

Explore and experiment. Use the sample data to:

Learn Ajera.
Review industry standards, which are reflected in the sample company’s setup.

To access the sample company:

Launch Ajera. The Login window appears.
In the Username field, enter Sample\pdh.
Enter pdh as the password. The password is case-sensitive.
Click Log In.

4. Plan to back up your data

Develop a plan to back up your work regularly. Make sure that your Ajera data is included in your system backups.

For more information, see this topic in help ( > Help > Online Help): Backing up. To return to this course, click the Back button.

Reviewing training and learning resources

Before beginning your training in Ajera, be sure to review the following resources:

Resource	Description
Ajera Online Help	Use the Ajera Online Help topics! The Ajera Online Help is constantly updated, so always look here first.
Client Support Center	The Client Support Center on the Axium website allows secure access for you to: Get product and services information. Review your account information. Submit questions to our Software Support team. Search the Knowledgebase for answers to your questions. Accessing the Client Support Center Go to http://www.axium.com/solutioncenter. Enter your user name and password in the Login window. If you do not have a user name and password, click Request a Password. A message appears, asking for your email address.
Knowledgebase	In the Client Support Center, you can search the Knowledgebase for answers to your questions. The Knowledgebase is constantly updated. Accessing the Knowledgebase Go to http://www.axium.com/solutioncenter. If you are logged into the Client Support Center, click the Knowledgebase button.
Software support	Our support professionals are ready to answer your questions. Contacting Support Do one of the following: Go to http://www.axium.com/solutioncenter, and, if you are logged into the Client Support Center, click the Submit a Case button. Email AjeraSupport@deltek.com. Call 800.844.0769.
Paid training	Get the most from your software by investing in training, such as: Web-based, instructor-led sessions Personalized training from an Axium representative or consulting partner, on-site or via the web For more information, contact the Axium Presentation Coordinator at 800.637.2727.
Consulting services	Our consulting partners are available to provide training and consulting services. They receive the highest level of training and, in turn, provide you with exceptional service. For more information, contact the Professional Services team at 800.637.2727.