This class is an overview of all the essential elements of financial setup and includes setting up the chart of accounts, posting groups, and dimensions; review of key setups for the general ledger, sales & receivables, and purchase and payables; setup of supporting areas like accounting periods, payment terms, journal batches, and number series, and understanding how choices in setup effect behavior in the system.
Who Should Attend? Any member of the Finance/Accounting or IT teams seeking to set up their new system correctly or check their existing configuration and understand the reasons behind how transactions are processed.
Program Level: Basic
Advanced Preparation: Each student will receive instructions for connecting to their online class and their own hands-on learning environment via email shortly before class. Please be connected to both environments at least 15 minutes prior to the scheduled start time to enable an on-time class.
A full refund will be issued to the student if the student cancels 28 days before the class start date, less applicable fees to process the refund. A 50% refund will be issued to the student if the student cancels less than 28 days and more than 14 days before the start date, less applicable fees to process the refund. No refund will be issued to the student if the student cancels less than 14 days before the start date. At any time, the student may elect to defer the class fee to the next offered class. If a class is cancelled by New View Strategies, the student may select whether to the defer the class fee to the next offered class or receive a full refund.
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