Ajera Overview Training Package
Do you work daily in Ajera and need a thorough knowledge of the software, but do not necessarily have full charge responsibilities? Or, do you work closely with an accountant or outside CPA who manages the analysis of the data? Learn everything you need to know in this process oriented series which has just enough theory to understand how Ajera works.
Ajera workflow overview and Company menu
See the power that Ajera possesses when product features are fully utilized. Learn how to control your processes and workflows in Ajera using the Company Menu settings.
Time Entry & Payroll Processing
Everything you need to know to make payroll processing simple and routine in Ajera is outlined. Employees and managers will both benefit from this class covering the timesheet entry and approval processes, as well as discussing timing issues for payroll. Review a full payroll cycle, including payroll creation, amending paychecks, and using reports for verification and timely government reporting.
Security & Setup
This class discusses the different ways to set up security to allow different roles or different individuals to view different levels and types of data. This will also cover how to limit an employee's ability to see costs, while still giving them the information they need to manage their projects and daily tasks.
Project Command Center and Client Invoices & Receipts
This session provides an overview of the Project Command Center and how to process client invoices and payments along with the basic reports available to ensure AR accuracy.
Expense entry and Vendor Invoicing & Payments
Learn how to enter and approve expenses from both an employee's and a Supervisor's role. Process vendor invoices, manage recurring payments, and the basic reports available to ensure AP accuracy.
Bank register, Credit Cards and Reconciling
Learn the importance of regular reconciliation of your bank register along with the proper way to reconcile a credit card register. Includes the processes involved with working in a bank register and a credit card register.
Reports and Widgets
Attendees of this class will learn about standard reports in Ajera and how to create basic Widgets that will help you better track the firm's revenue, costs and provide useful dashboards for your employees.
Monthly and year End Reconciliation and Review
This class will go over the essential steps needed in Ajera to do your monthly closings with ease and consistency. With a good reconciliation process you will be more accurate in your financial reporting and the closed periods will not change. Then we will review the rest of the topics covered as well as any key items that may need review.
Cost: $600 for all classes
July 10 - August 28
10:00am - 12:00pm PT
September 16 - November 4
10:00am - 12:00pm PT