Unit 4: Before your beginning balance date - Entry and preparation

After you have entered your setup information in Ajera, you are ready to enter your beginning balances as your next step.

In this unit, you will also learn how to:

• Perform your daily tasks in Ajera.
• Customize Ajera for your firm.
• Produce reports and inquiries.
• Use project templates.

You will then be ready to confirm your beginning balance date by discussing with your Axium consultant whether your beginning balance date is fine or whether you should change it.

In this unit

Lesson 1: Beginning balances

Lesson 2: Tasks and processes

Lesson 3: Data review and validation