New View Strategies
BC Implementation Boot Camp + Navigation & Personalization

BC Implementation Boot Camp + Navigation & Personalization

Mon Sep 12, 2022 1:00 PM - Fri Sep 16, 2022 5:00 PM EDT

Online, GoToTraining

BC Implementation Boot Camp + Navigation & Personalization

Mon Sep 12, 2022 1:00 PM - Fri Sep 16, 2022 5:00 PM EDT

Online, GoToTraining

Description

We're looking forward to working with you! The class agenda is below. You will receive the link for our virtual classroom, hosted via GoToTraining, after registering for class. A few days before class you will receive further instructions for participating and a link to your individual practice environment. At any time if you have questions please let us know at info@getyournewview.com.

1:00 - 5:00 ET each day

Monday September 12 - Navigation & Personalization

  • Navigation
  • Understanding Lists and Cards
  • Searching, Sorting, & Filtering
  • Personalization

Tuesday September 13 – Basics

  • Create new company
  • User Permissions
  • Supporting Base Tables & Supplementary Tables
  • Assisted Setup with Excel Templates
  • Master Data Setup
  • Supporting Functional Tables

Wednesday September 14 – Data

  • Chart of Accounts
  • Posting Groups
  • Dimensions
  • Report Selections and Banking Setup
  • Configuration Packages

Thursday September 15 - Data Migration & Testing

  • Data Validation for Master Data
  • Testing Best Practices
  • Functional Testing: Purchasing, A/P, Sales, A/R

Friday September 16 – Opening Balances and Admin

  • Functional Testing: Inventory
  • Financial Balances
  • Office365 Integration
  • Expanded Financial Testing
  • System Admin

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