Tasks and processes

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.