No system is complete without proper training
Training is essential to any implementation. Depending on the size of the company and the number of employees to be trained, training sessions may either
be with a small group of managers who then go out and train their employees or groups sessions can be scheduled. Companies can also opt to send employees
to formal training classes or request on-site training with a certified accounting software trainer. Additionally, web-based training classes are also offered and
other training materials (books, videos, CD's) are available.
Regardless of the method of training selected, everyone who will be using the accounting application needs to feel comfortable navigating about the application, peforming
routine day-to-day operations and then handling the occasional exception that comes along. In many cases, we set up a training company that is used
soley for the purpose of training. This training may be a default company supplied by the accounting software, or may be one set up with a duplicate
copy of your company data. This often facilitates training as employees are more comfortable seeing their usual customers, vendors and parts.
A key component of any accounting application is the ability to produce reports. Accordingly, for each report, there are options that can be chosen to
provide ranges of data to be reported. Given the myriad number of reports and options, employees are exposed to the reports and the various methods of choosing report options and
producing the reports. Given the tight integration with Microsoft Office products, employees are also trained on how to extract data out the accounting
application and into their favorite Microsoft Office tool ( Word, Excel, Access, etc.).
No accounting application would be complete without producing meaningful financial reports. These reports can range from fairly basic to extremely complicated
depending on the general ledger account segment structure. Not only is important to be able to produce these reports, it is equally important to be
able to easily distrbute these reports to key personnel with the company. Users will be trained on the proper methods used to create these reports
and then how to distribute them properly and securely.
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