The Financial Training - System Set Up training program is designed for accounting department project implementation team members. The intent of this training program is to provide hand-on expertise to accounting users who are responsible for the initial system setup and configuration as it relates to all accounting functions.

The Financial Training - System Set Up is the foundation for your success with the INFO-Tracker once system is made available to business users. In this course, participants will learn step by step how to ensure that all system and business requirements are met for all accounting related functions.

• Create Corporation(s)
• Discuss GL Structure and Codes
• Review methods available to create GL Accounts for each of the corporations
• Review and configure Account Integration Function
• Set up and enable preferences for Accounts Receivables
• Review the setup and configuration of Miscellaneous Charges
• Establish automated NSF Charges
• Configure Late Payment Charges
• Identify different JE's and review how they are referenced in G/L reports
• Describe Billing and Payment business process flow
• Review Banking and General Ledger
• Set up and enable preferences for Purchasing and Accounts Payable
• Use INFO-Tracker to create and customize financial  forms, reports and notices
• Review dashboards to help managers to "slice and dice"  through data
• Plan the migration of company financial data into INFO-Tracker using Netintegrity migration tools
• Review stationary: Checks, Invoices, Receipts, Bank Deposits

• Create Corporate Entities
• Establish GL Account Structure for each
• Setup Bank
• Setup and Configure EFT Module

• Configure AR module
• Configure AP module
• Configure Cheque Writer
• Configure Financial Report Writer