e-Learning Lessons
Our Ajera e-Learning lessons provide education that can be mapped directly to your business objectives. The online training lessons are quick and easy, and a great way to learn how to perform specific procedures in ajeraCore and ajeraComplete. From setting up a project to designing custom financial statements, Ajera accounting software training is available to you on demand at any time.
We're in the process of changing all our documentation to reflect the new names of our products, ajeraComplete and ajeraCore.
Please note: references to PORTFOLIO in these lessons no longer apply.
Setting up ajeraCore or ajeraComplete
Company Information
Projects
Beginning Balances
Working with ajeraCore and ajeraComplete
Clients
Vendors
Banks and Journals
Time and Expense
Quick Tours
Managing Projects
Designing Inquiries
Processing U.S. Payroll (ajeraComplete OR Payroll add-on only)
Using a Payroll Service
Getting Started
Navigating (4:14)
Working with lists and tables (5:00)
Adding shortcuts to the dashboard (1:15)
Viewing company information on the dashboard (3:04)
Backing up your data (3:05)
Setting up Ajera
Company Information
Setting up company preferences, part 1: general and accounts (3:31)
Setting up company preferences, part 2: project and billing (5:19)
Setting up company preferences, part 3: payroll, and time and expense (5:53)
Setting up chart of accounts and departments (3:16)
Securing your data, part 1: general, file, company, setup, and manage tabs (4:49)
Securing your data, part 2: projects, reports, inquiry, and notes tabs (5:03)
Setting up employees, part 1: general information (6:56)
Setting up employees, part 2: time and expense, security, and payroll options (5:35)
Setting up employee detail for in-house payroll (6:58)
Setting up vendors (5:23)
Setting up bank accounts (4:16)
Setting up credit cards (3:53)
Setting up expense reports (3:48)
Setting up finance charges (5:00)
Setting up auto-reversing journal entries (3:56)
Setting up and using allocated accounts (4:05)
Setting up and creating recurring vendor invoices (5:35)
Setting up and creating recurring journal entries (4:58)
Projects
Setting up general project information (4:06)
Setting up invoice and billing information (4:12)
Setting up project phases (3:54)
Setting up billing and invoice groups (3:10)
Beginning Balances
Beginning balances - introduction (1:00)
Beginning balances - trial balance (4:33)
Beginning balances - bank accounts (2:47)
Beginning balances - vendor 1099 paid (2:12)
Beginning balances - open vendor invoices (3:34)
Beginning balances - unpaid client invoices and prepayments (4:05)
Beginning balances - unbilled work-in-progress (WIP) (3:00)
Beginning balances - payroll (5:22)
Beginning balances - projects (2:28)
Working with Ajera
Clients
Entering client receipts (6:35)
Changing client receipts (5:24)
Client invoices: the basics (6:23)
Changing client invoices (10:33)
Creating and invoicing finance charges (5:00)
Vendors
Entering nonproject vendor invoices (4:47)
Entering project-related vendor invoices (2:52)
Managing vendor invoices (2:16)
Managing vendor payments (4:39)
Managing in-house expenses (4:00)
Bank and Journals
Entering credit card transactions (4:26)
Reconciling and paying credit cards (3:25)
Managing the bank register (6:01)
Managing journal entries (6:00)
Time and Expense
Entering time (3:52)
Approving time (4:10)
Entering expense reports (3:28)
Approving and paying expense reports (2:23)
Updating tasks assigned to you (ajeraComplete) (3:41)
Reviewing employee tasks (ajeraComplete) (2:37)
Quick Tours
Business Development (ajeraComplete) (4:35)
Project Command Center (ajeraComplete) (5:34)
Project Command Center (ajeraCore) (2:49)
Inquiry (2:19)
Financial Statement Designer (2:57)
Managing Projects
Project Command Center - a quick tour (ajeraComplete) (5:34)
Project Command Center - a quick tour (ajeraCore) (2:49)
Business Development - a quick tour (ajeraComplete) (4:35)
Adding a project using a template (ajeraComplete) (4:01)
Working with the work breakdown structure (3:51)
Budgeting top-down (ajeraComplete) (6:47)
Budgeting bottom-up (ajeraComplete) (6:15)
Budgeting with ajeraCore (3:39)
Adding resources and tasks (ajeraComplete) (2:16)
Managing BD Projects (ajeraComplete) (6:15)
Scheduling a project (ajeraComplete) (1:56)
Reports: Essential information (3:25)
Designing Inquiries
Inquiry - a quick tour (2:19)
Adding and removing columns (3:25)
Working with columns (2:53)
Setting conditions (2:56)
Adding links (3:48)
Creating custom inquiries (2:35)
Managing inquiries (3:42)
Designing Financial Statements
Financial Statement Designer - a quick tour (2:57)
Building a financial statement, part 1: Creating the title (2:44)
Building a financial statement, part 2: Setting up columns (3:59)
Building a financial statement, part 3: Setting up amounts and totals (3:51)
Processing U.S. Payroll
Setting up pays - in-house payroll (5:21)
Setting up taxes - in-house payroll (4:12)
Setting up deductions - in-house payroll (2:32)
Setting up fringes - in-house payroll (2:18)
Setting up overhead groups (2:11)
Setting up employees, part 1: general information (6:56)
Setting up employees, part 2: time and expense, security, and payroll options (5:35)
Setting up employee detail for in-house payroll (6:58)
Setting up wage rate tables (optional) (3:59)
Managing U.S. payroll in-house (8:18)
Using a Payroll Service
Setting up pays - payroll service (2:24)
Setting up overhead groups (2:11)
Setting up employees, part 1: general information (6:56)
Setting up employees, part 2: time and expense, security, and payroll options (5:35)
Setting up wage rate tables (optional) (3:59)
Managing payroll services (4:00)