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

Topics

Navigation & Personalization
This is an independent self-study module. A link will be sent to you upon completion of your registration.

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

Basics

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

Data

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

Data Migration & Testing

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

Opening Balances and Admin

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

Workshop

• Apply what you’re learned and set up a company based on a provided case study