Cloud Learning Edsembli Finance Catalogue

Modified on Tue, 26 Mar at 10:37 AM

This introductory document will give the user a brief description of the courses available as well as a brief description of each course. Once you are directed to the course description, the user can follow the link to the Cloud Learning course by clicking on the course name. Selecting the ‘CTRL’ key and the ‘+’ sign simultaneously will bring the user into that course. You may be prompted to log in to Cloud Learning. Select the appropriate login method to continue. If you are unsure of how to log in, this link to the solution article will guide you through. How to log in to Cloud Learning.

Cloud Learning Introduction

CL-01 - How to log in to Cloud Learning

Before participants can begin to explore the class offerings, they need to identify how to log in using the correct method to use, and whether a password reset is needed. If you are a new user or need a refresher, and these are your questions, you are in the right place.

Orientation

FIN-001 - Introduction to Finance 1

Welcome to the first module for Finance, Orientation, and Navigation. The participants will come away with an understanding of navigating the home page, understanding the sign-in process, and that what can be seen or accessed depends on the user's security.

FIN-002 - Introduction to Finance 2

This session will build upon what was explored in Introduction to Finance 1. Some additional features will be introduced such as autocomplete and search.

Requisition

FIN-003 - Shopping Cart

This session will explore some of the features within the ‘Shopping Cart’ such as ‘Ordering catalogued’ items and ‘Checking out.’

FIN-004 - Requisitioning

In this session, will look at all areas of requisition including the delegates, management, and review.

Purchasing

FIN-005 - Buyer's In-Basket

In this session, we are going to explore how to create purchase orders from the requisitions.

FIN-006 - Creating Purchase Orders

In this session, we are going to explore the two methods of creating Purchase Orders:
1. Through the Buyer’s In-Basket
2. Through PO Management

FIN-007 - Purchasing

This session will continue to explore the PO Management system. It will look at:
1. PO Global Close
2. Reports
3. PO Voucher Review

Invoicing

FIN-008 - Invoicing

In this session, we are going to explore the two modules of the A/P Invoice: Invoice Management and Invoice Report.

Accounts Payable

FIN-009 - Accounts Payable

This session will provide the user with information on how to pay invoices using the Accounts Payable Module.

Cheques

FIN-010 - Cheques

In this session, we will explore the different areas within the Cheques Module:

Cheque Cancellation
Cheque Inquiry/Report
Cheque Return
Electronic Reconciliation

Vendor

FIN-011 - Vendor Add-Change

In this session, we will explore how to create and maintain vendors in the Vendor Management module.

Stocks

FIN-012 - Stock Management, Reports

In this session, we are going to explore the functionality of the Stock Module including:
1. Stock Management
2. Stock Report
3. Stock Product Catalogue
4. Purchase History
5. Reassign Group Codes.

FIN-013 - Stock Add-Change

In this session, we are going to explore how to add and modify stock.

Batches

FIN-014 - Batches

In this session, we are going to explore the Batch module, which breaks down information into smaller, manageable chunks and what they are used for.

Budget

FIN-015 - Budget Management

This session will be the first look at the four menu options in the Budget Module:
1. Budget Management
2. Budget Transfer
3. Budget Voucher
4. Budget Voucher Approval

FIN-016 - Budget Transfer and Voucher

In this session, we are going to explore the last three menu options in the Budget Module:
1. Budget Transfer
2. Budget Voucher
3. Budget Voucher Approval

General Ledger

FIN-017 - Dictionaries

In this session, the user will look at the General Ledger Dictionaries.

FIN-018 - Management

In this session, we are going to explore how to create and maintain General Ledger accounts.

FIN-019 - Maintenance

In this session, we are going to explore the composition of the General Ledger Maintenance Module.

FIN-020 - Report and Queries

In this session, we are going to explore the reports and queries in the General Ledger.

FIN-021 - Month-End - Year-End

This session will focus on the user exploring the month-end and year-end procedures.

Queries

FIN-022 - Budget Query

In this session, users will explore the features and process of using the Budget Query.

FIN-023 - Drill Down Query

This is the second part of the Query module. Users will continue to explore the features of creating queries.

Journal Entry

FIN-024 - Key Concepts

In this session, users will begin to explore the basic concepts of the Journal Entry module.

FIN-025 - Advanced Concepts

In this session, users will focus on the more advanced concepts of the Journal Entry module.

Accounts Receivable

FIN-026 - Intro and Report

This session will be an overview of the Accounts Receivable Module as well as looking at the various reports within.

FIN-027 - Account Management

This session will explore the areas within the Account Management module.

FIN-028 - Invoice Management

This session will explore the areas within the Invoice Management module.

FIN-029 - Cash Receipts Management

This session will explore the areas within the Cash Receipts Management module.

FIN-030 - Cash Close

This session will explore the areas within the Cash Close Management module.

Code Management

FIN-031 - Commodities and GL Defaulting

This session will focus on two options within Code Management:
1. Defining stock groups
2. Default G/Ls

FIN-032 - Location Management

This session will focus on Location Code Management.

DB Export

FIN-033 - DB Export Setup

This session will focus on how to define export settings in the settings menu.

FIN-034 - DB Export Processing

This session will focus on common features for all exports, individual export features and exploring the characteristics unique to each data type.

Security

FIN-035 - Assigning Privileges and Restrictions

This session will explore the five menu options available for the Security Module and how each of these areas has a role when assigning user privileges and restrictions.

FIN-036 - GL Security

This session will focus on how to assign security privileges and restrictions in the GL Security module.

FIN-037 - Working with roles, groups, and users

Within the Security Module, users will explore how to manage roles, groups, and users.

Settings

FIN-038 - Settings Intro

In this session users will investigate the Settings feature as each configuration is unique to each organization.

FIN-039 - Single email-fax

This session will investigate the settings related to email, fax integration, and the general system settings.

FIN-040 - Accounting

This session will investigate the eight accounting settings:
1. Accounting
2. G/L Account
3. Alias Format
4. Bank Codes
5. Currency Subscriptions
6. ForEx Rates
7. Invoice Type
8. Bank Tape Specification

FIN-041 - Accounts Receivable

This session will take the user to the Accounts Receivable settings options to determine the right settings for their organization.

FIN-042-1 - Purchasing Settings

This session will explore purchase settings and how it relates to purchase orders.

FIN-043-1 - Requisitioning Settings

This session will focus on looking at the four Purchasing settings that are related to requisitions:
1. Requisition Master
2. Requisition Number
3. Requisition Approval Levels
4. Requisition Auto-Approval

FIN-044 - Tax

This session will look at the configuration settings for setting up the tax.

DB Import

FIN-045 - Import Setup

This session will look at the Import tables and how to define them. There are fifteen different tables that can be configured.

FIN-046 - Import Processing

This session will focus on the Import processes.