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OpenAccounts Training Services
Information Pack
For further information please contact the Training Services Administration team
on 01582 714830 or via email on abs.training@advacendecomputersoftware.com
Training Services Advanced Business Solutions provides a comprehensive training curriculum, delivered by a
team of professionals dedicated to providing a complete training service. Advanced Business
Solutions’ training team have extensive hands-on experience and have an exceptional ability to
relate courses to real life situations, showing customers how to utilise Advanced Business
Solutions’ software to best effect.
In addition to our standard training courses, the training team provides valuable bespoke
courses tailored to clients' precise needs.
Advanced Business Solutions Training Facilities Courses are held regularly at Advanced Business Solutions’ training suite in Northampton,
alternatively courses can be held at another Advanced Business Solutions Training Suite
(Harpenden, Aberdeen or Birmingham) or at clients' offices.
Our full range of courses cover the key areas of our Accounting & Finance software solutions;
including Accounting, Budgeting and Workflow.
Advanced Business Solutions’ training facilities provide the ideal environment for learning. The
company places a high priority on ensuring every training room gives delegates the space and
light to be relaxed, comfortable and attentive.
Advanced Business Solutions Training Courses Completing Advanced Business Solutions’ recommended training plan ensures that users can
utilise and understand the full functionality of the system from day one. In turn, this ensures
companies maximise their investment and gain full benefit from day one.
Find out more about Advanced Business Solutions Training Services
Advanced Business Solutions Training Centre
ASR House, Arden Grove, Harpenden, Hertfordshire, AL5 4SJ
: +44 (0)1582 714830
: abs.training@advancedcomputersoftware.com
: www.advancedcomputersoftware.com/abs/training
For further information please contact the Training Services Administration team
on 01582 714830 or via email on abs.training@advacendecomputersoftware.com
Training Packages
This section allows you to assess which training package(s) are required for the members of
the team who will be using or supporting OpenAccounts. The training packages are split into
the following categories:-
Accounts User
Core User
Advanced User
System Administrator
The following pages allow you to plan which team member should attend each level of training
and will allow you to assess the best number of training units required for the implementation
of OpenAccounts.
Further information regarding course content, pre-requisite requirements or training
progression plans can be found in this information pack.
For further information please contact the Training Services Administration team
on 01582 714830 or via email on abs.training@advacendecomputersoftware.com
Training Packages – Core User
Core User
Provides an in-depth introduction to OpenAccounts, taking users through the day to day
Accounting processes. From creating and updating customer and supplier details, transactions
and payments to running various reports and creating budgets. This course is suitable for front
end users who will be using OpenAccounts on a regular basis, such as Finance staff.
Course № Units № Units per Attendee № Attendees Total
Essentials 3.0 3.0
Advanced User
Includes an in-depth introduction to day to day accounting processes, migrating data to and
from OpenAccounts, importing data (for example, adding or updating the Chart of Accounts, or
adding bulk transactions) and creating more advanced reports that include complex hierarchies
and customised requirements. This course is suitable for Finance Administrators or Managers
who wish to manage the implementation and maintenance of OpenAccounts
Course № Units № Units per Attendee № Attendees Total
Essentials 3.0
6.0
Advanced User – Migration 1.0
Reporting Essentials 2.0
System Administrator
Users will learn how to fully utilise the configuration functionality in OpenAccounts, enabling
them to manage and maintain the front and back end of the system – from creating profiles
and setting user permission, to setting controls and parameters to manage the system. Users
will also learn how to automate business processes using the eBis function. These courses are
suitable for Finance System Administrators who will be involved in the day to day processes as
well as the customisation of OpenAccounts.
Course № Units № Units per Attendee № Attendees Total
Essentials 3.0
10.0
Advanced User – Migration 1.0
Reporting Essentials 2.0
System Administration 1.0
eBis System Overview &
Administration
3.0
For further information please contact the Training Services Administration team
on 01582 714830 or via email on abs.training@advacendecomputersoftware.com
OpenAccounts Training Courses
Introduction to OpenAccounts Essentials 3 Days
Reporting in OpenAccounts Reporting Essentials 2 Days
Advanced OpenAccounts User Advanced User – Migration 1 Day
OpenAccounts System Configuration
System Administration 1 Day
Automating OpenAccounts
eBis System Overview &
Administration 3 Days
Course Information Please note that bookings are made on a first come, first served basis. To avoid
disappointment please contact us as soon as possible to guarantee a place.
All of the courses run are open courses and use our standard training database.
It is advisable to leave a suitable gap of approximately 2-3 weeks between each course to give
the delegate the opportunity to practice and use the information covered on the training
course.
Course Times Course registration is at 9.30am, the course will start promptly at 10.00am and finishes at
4.00pm, with a half an hour buffet lunch.
Pre-requisites Delegates must be confident users of Windows. Some experience of Microsoft Office would also
be beneficial. Most of our courses also have OpenAccounts Course pre-requisites; for more
information please look at the individual course information.
Contact
Please contact our Training Services Administration Team on 01582 714830 or email
abs.training@advnacedcomputersoftware.com for course bookings and further
information regarding the services the Training Team can provide.
1 Unit = 1 day training for 1 delegate attending a generic training course from our standard course schedule
For further information please contact the Training Services Administration team
on 01582 714830 or via email on abs.training@advacendecomputersoftware.com
Introduction to OpenAccounts
Essentials This course is designed for new users of OpenAccounts and covers all the essential areas for
day-to-day use of the system. This includes inputting and maintaining supplier and customer
records, some accounting theory and the use of enquiry and reporting functions. Delegates
will also learn how to create and manage transactions and how to carry out the Financial
Period End within OpenAccounts.
Outline:-
Create & maintain Master Records
Customer and Supplier information
Create, maintain and update transactions
Run reports and enquiries
Create manage and report on Budgets
Set up and manage Cash Books
Process payments and receipts
Run Period End procedures
Reporting in OpenAccounts
Reporting Essentials
This course is designed specifically for users of the OpenAccounts and Executive Desktop
Reporting (EDR) module who create/maintain management reports and adhoc queries. This
includes creating and maintaining hierarchies and an introduction to the range of reports
available through OpenReporting and EDR. Delegates will also learn to create custom reports
and Reporting Packs.
Outline:-
Structure and formats of financial reports
Create and produce custom reports
Create and maintain hierarchies
EDR Reports
Ad hoc and table queries
View queries functionality
Standard Reports and Reporting packs.
Delegates will have ideally completed and understood the OpenAccounts Essentials course before attending this course. Alternatively delegates will have at least 3-6 months working experience of using
OpenAccounts.
2 Days Max. 6 Spaces
3 Days Max. 6
Spaces
For further information please contact the Training Services Administration team
on 01582 714830 or via email on abs.training@advacendecomputersoftware.com
Advanced OpenAccounts User The following courses are designed to go through the advanced areas of OpenAccounts.
Advanced User - Migration Ideal for users of OpenAccounts who are responsible for the migration of data into the
OpenAccounts system, either as part of initial set up or as an on-going requirement.
Outline:-
Introduction to OpenLink
Import data from a Spreadsheet via OpenLink
Import date from a flat file
Import transactions into OpenAccounts
Run imports automatically.
Delegates will have ideally completed and understood the OpenAccounts Essentials course before attending this course. Alternatively delegates will have at least 3-6 months working experience of using OpenAccounts.
Configuring OpenAccounts
System Administration This course is designed for users with responsibility for the on-going maintenance of the
OpenAccounts application, including tasks such as user set up and system configuration. The
course includes subjects ranging from creating profiles and setting user permissions to setting
controls and parameters to manage the system.
Outline:-
Create and maintain users and user profiles
Create and maintan menus
Set user permissions
Manage Company parameters
Create Document types
Set up reconciliation controls
Housekeeping reports.
Delegates will have ideally completed and understood the OpenAccounts Essentials course before attending this course. Alternatively delegates will have at least 3-6 months working experience of using OpenAccounts.
1 Day Max. 6 Spaces
1 Day Max. 6 Spaces
For further information please contact the Training Services Administration team
on 01582 714830 or via email on abs.training@advacendecomputersoftware.com
Automating OpenAccounts eBis System Overview and Administration Ideally suited for those who are responsible for administering users and configuration changes.
Including creating new forms, routing and automating business process such as expense
claims and purchase order processing.
Outline:-
Create users, profiles and permissions
Create and assign Group Types and Groups
Run eBis reports and enquiries
Create eBis and eFinance menus
Define settings and routings for eBis and eFinance forms
Maintain links between eFinance and OpenAccounts
Understand and maintain user relationships.
Delegates will have ideally completed and understood the OpenAccounts Essentials & OpenAccounts System Administration course(s) before attending this course. Alternatively delegates will have at least 3-6 months working experience of using OpenAccounts with eBis.
3 Days Max. 6
Spaces
For further information please contact the Training Services Administration team
on 01582 714830 or via email on abs.training@advacendecomputersoftware.com
OpenAccounts Development Guide
After attending the OpenAccounts Essentials course, we recommend at least 2 weeks using OpenAccounts before attending the OpenAccounts
Advanced User course. We then recommend at least 2 to 4 weeks practising before attending the OpenAccounts System Administration
course.
Time Line
Start
2-4 Weeks
4-6 Weeks
Finish
OpenAccounts Essentials
OpenAccounts Reporting
Essentials
OpenAccounts System
Administration
OpenAccounts Advanced
User – Migration
eBis System Overview
and Administration
For further information please contact the Training Services Administration team
on 01582 714830 or via email on abs.training@advacendecomputersoftware.com
Personal Development Courses
In addition to our standard training courses, the Training Service team provide valuable Personal
Development courses.
The following Personal Development courses are available:-
Personnel Development
Time Management • Identifying timewasters and how to tackle them
• Setting and achieving your goals
• How to manage interruptions
• How to say no
• Identify the causes of procrastination
• Delegation
• How to reduce time spent in meetings
Dealing with Change • Understanding the impact and how employees are affected by change
• Supporting and preparing for impending changes
• Managing others through changes in your workplace
• Effective methods for planning and managing change
• Help reduce stress and maintain motivation during change
Effective Communication • Identifying and overcoming barriers to communication
• Communication Styles
• Identifying your preferred styles
• Unspoken communication
• Body language and tone
• Presenting a positive image
Dealing with Difficult Situations • How to manage difficult situations
• Handle criticism, puts downs, arrogance, persistence or patronising behaviours
• Professional guidelines for handling extreme and unacceptable behaviours
• Active listening and responding
• Delivering bad news
• Developing an understanding of behaviour
For further information please contact the Training Services Administration team
on 01582 714830 or via email on abs.training@advacendecomputersoftware.com
Microsoft Word Essentials At the end of this one day Word training course you will have a good working knowledge of Word
basics. You will feel more confident using Word and be able to create a document from scratch.
Understanding and using some of the built in layout and text editing functionality will enable you
to produce far more striking and effective documentation in your work and home Word
environments. Documents that you create will be easier to read and look more presentable.
Microsoft Excel Essentials At the end of this course you will have a good working knowledge of Excel basics. You will feel
more confident using Excel and be able to create a spreadsheet from scratch. Understanding and
using some of the built in calculation and formula functionality will allow you to be more
productive in your work and home Excel environments. Spreadsheets that you create will be
easier to use and look more presentable.
Microsoft PowerPoint Essentials At the end of this course you will have a good working knowledge of PowerPoint basics. You will
feel more confident using PowerPoint and be able to create a presentation from scratch. You will
learn how to improve the format of your text as well as getting to grips with importing and
manipulating graphics, using the Powerpoint drawing tools and the chart and table design tools to
make your presentation much more visually stimulating. You will also learn how to make
modifications to your presentation before you learn how PowerPoint is used in a live presentation.
For More Information Contact the Training Services Administration Team:-
: +44 (0)1582 714830
: abs.training@advancedcomputersoftware.com
: www.advancedcomputersoftware.com/abs/training
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