Financial Edge Distance Learning

Transcription

1 With this popular option, a Blackbaud instructor will help you perfect your software skills in a live, interactive group setting. It s convenient all you need is a web browser, a PC headset, and a few hours and the knowledge you gain can be put to use immediately! Converse with peers from across the country and ask your instructor any questions you wish. Courses Accounts Payable Essentials Online This is a two-day online class designed to train you how to use Accounts Payable to perform daily accounts payable functions.. Before attending, participants should be familiar with their organization's accounting procedures. For maximum benefit, participants should have access to a current The sample database to complete practice. This course is designed for personnel who are responsible for accounts payable at their organization. As a beginner-level class, Accounts Payable Essentials will help users with little or no experience with The. In order to receive the greatest benefit from this class, participants should be familiar with their organization s accounting procedures. Participation in class exercises requires prior installation of the sample database. Accounts Receivable Data Extraction This three-hour class teaches how to extract information out of the program in the form of queries, mailings, exports, and reports. For maximum benefit, participants should have access to a current The sample database to complete practice exercises. Users with experience in record management who are ready to learn more advanced tasks. Attendance to the Accounts Receivable Part I class is recommended. Accounts Receivable Records This 4-hour class teaches the basics of accounts receivable tasks such as client record management, client billing, and payment processing with a focus on record management. For maximum benefit, participants should have access to a current The sample database to complete practice exercises.

2 End-users new to the program. As a basic-level class, functionality requiring more advanced features such as query is not covered. Hours: 4 Accounts Receivable System Setup This two-hour class teaches how to configure Accounts Receivable for your organization needs and set up system security. For maximum benefit, participants should have access to a current The sample database to complete practice exercises. This class is designed for individuals making decisions about the program setup and configuring the program. An understanding of your organization's accounting procedures is required. Hours: 2 Allocation Management This three hour class covers how to configure for Allocation Management. For maximum benefit, participants should have access to The sample database to complete practice exercises. Note: You may be eligible to receive CPE credits for successfully completing this session. You must submit this information to your state board of accountancy. Individuals involved in managing the allocations for an organization with experience in The. Basic Crystal Reports in FE Basic Crystal Reports in FE is a 4-hour class designed for The software users who want to begin using Crystal Reports for customized analysis. This class is taught in Crystal Reports for Blackbaud 11. This class is designed for those who create reports to analyze various aspects of any Blackbaud database. Although no prior experience with Crystal Reports is necessary, attendees should be comfortable creating queries and exports. Crystal Reports for Blackbaud 11 and a current Hours: 4

3 Budget Management In this three-hour online class, you will learn how to enter and manipulate multiple budget scenarios, set budget preferences, and create budget reports. For maximum benefit, participants should have access to a current The sample database to complete practice exercises. Users experienced with The and their organization s budgeting process (Project, Grant, and Endowment Management is preferred but not required.) In order to practice, participants should have Budget Management installed. Cash Receipts In this 4 hour online class, you will learn how to create and enter deposits and payments for cash receipts. For maximum benefit, participants should have access to a current The sample database to complete practice exercises. Users with little or no experience with. This is a beginning level class.. Hours: 4 Export in The In this two-hour class, you will learn to create export files in The for use with outside software applications such as MS Excel or Access. For maximum benefit, participants should have access to a current The sample database to complete practice exercises. Beginner or intermediate level users with experience creating records. Hours: 2

4 Financial Reports in The This is a basic level class where you will learn to report on financial data based on a variety of formats required by regulators, funding sources and other external bodies. Not only are external accounting reports such as FAS117 and GASB 34 reports included, but also internal management and board reports such as trial balances and working capital schedules. For maximum benefit, participants should have access to a current The sample database to complete practice exercises. Accountants new to reporting in The but with previous experience using The 's General Ledger, as basic program concepts are not covered in class. Knowledge of VCO concepts is required. Hours: 5 Fixed Assets This 3 hour class covers how to enter asset and transaction information,, run fixed Assets reports and perform administration tasks such as setting up the program and preparing asset inventories. For maximum benefit, participants should have access to a current The Financial Edge sample database to complete practice exercises. Individuals involved in managing the assets for an organization with experience in The Financial Edge. General Ledger Essentials Online This is a two-day online class designed to teach attendees how to enter and maintain data in General Ledger. Before attending, participants should be familiar with their organization's accounting procedures. For maximum benefit, participants should have access to a current The sample database to complete practice exercises. This class is designed for personnel responsible for maintaining an organization s general ledger. As a beginner-level class, it is most beneficial to users with no experience with The Financial Edge.

5 Import in FE Learn how to import new data from external sources into The and how to update existing data using the Administration Import facility. Note that this is a beginner level class. Class length: three-hours. For maximum benefit, participants should have access to a current The sample database to complete practice exercises. Individuals in charge of importing data who have no previous importing experience. Familiarity with The, specifically with records, is required. Payroll Essentials Online Payroll 7 Essentials is a two-day online group-live class designed to provide new and returning Payroll users the skills needed to fully benefit from Payroll 7. Upon completion of this course, you will be able to set up the system, process payroll, and perform reporting and administrative functions in the application. For maximum benefit, participants should have access to Payroll and a current sample database to complete practice exercises. New users and those converting from Payroll 6.4 responsible for setup, management, and reporting in Payroll 7. Pivot Reports in The In this three-hour online class, you will learn to create pivot reports from information previously gathered in a query. Topics include how to rotate rows and columns to see different summaries of data, filter data and display details for specific areas of interest. For maximum benefit, participants should have access to a current The sample database to complete practice exercises. Accountants and any other users with previous experience with Excel and Query.

6 Student Billing Essentials Online Student Billing 7 is a two-day live group online class designed to provide new users and those who have upgraded from Student Billing 6.x with the basic skills needed to set up the system, perform data entry, generate transactions and and perform maintenance tasks in Student Billing 7. This class is recommended for 14 hours of CPE credit. For maximum benefit, participants should have access to a current sample database during class to complete practice exercises. This class is designed for the end-user of Student Billing with varying prior experience with the program. System administrators and members of the implementation team may also benefit from attending this class. The Query Basics This three-hour instructor-led distance learning class covers the fundamental concepts of query design and how to translate those ideas to The. Through the use of instructor-led scenarios, class discussion, and practice in the sample database, participants learn to navigate within query, select the correct type and format for their queries, and build basic queries including the operator and summary criteria. Blackbaud courses are delivered online with a live instructor. You can attend from anywhere as long as you have a PC and an Internet connection. You must have the sample database installed to complete exercises. This course is designed for users of The with little or no experience with query. Users who have never created a query or who have experienced difficulty creating the queries they need, will benefit from this class. Because queries are based on records, familiarity with record functionality is required.

7 VCO Essentials In this three-hour online class, you will learn to create the chart templates that determine the accounts to include in financial statements and how they look. This class is strongly recommended for anyone who is responsible for reporting in The. For maximum benefit, participants should have access to a current The sample database to complete practice exercises. Individuals responsible for either setting up GL or making the decisions on how the program should be set up for reporting requirements. Attendees should have access to the sample database and be familiar with their account structure.