Lessons about Ajera: Accountants

You work with most areas of Ajera, and most areas of the Ajera Learning Center will be useful to you.

Here's a quick look at those areas that may pertain especially to your work as an accountant.

Courses for accountants

How Ajera Works

This course provides a big-picture understanding of how Ajera works, as well as getting into some of the nuts and bolts. It will help you understand how different tasks are related and how to best work with Ajera to perform your daily work.

Getting Started

Use this course as you work with your Ajera consultant to set up and begin using Ajera.

Billing on Client Invoices

Find out how Ajera calculates billing amounts on client invoices - from the time you start a project to when you bill - while also learning about billing concepts, settings, and workflow.

Reporting

Take this course to explore the various reporting options that Ajera provides for obtaining the information you need. You'll learn how reports, inquiries, and the Financial Statement Designer differ - and how to use each to best meet your needs. You'll learn how to produce what you need, and then you'll learn how to share it with the other employees at your firm.

E-learning lessons for accountants

In Ajera, you'll find two different types of e-learning lessons depending on what you need:

Video lessons. See Ajera in action for those topics where you need to watch exactly what happens.

Quick lessons. See abbreviated instructions, as you follow along with numerous illustrations of the software.

Getting started

Lesson	Video lesson or quick lesson	Duration
Navigating		4:14
Working with lists and tables		5:00
Adding shortcuts to the dashboard		1:15
Viewing company information on the dashboard		3:04

Working with Ajera

Lesson	Video lesson or quick lesson	Duration
Using multi-company		self-paced
Working with intercompany accounts		self-paced
Clients
Entering client receipts		self-paced
Changing client receipts		self-paced
Understanding the basics of client invoices		self-paced
Changing a client invoice		self-paced
Applying finance charges		self-paced
Understanding the billing review process		self-paced
Vendors
Managing vendor invoices		self-paced
Managing vendor payments		self-paced
Managing in-house expenses		self-paced
Banks and journals
Entering credit card transactions		self-paced
Reconciling and paying credit cards		self-paced
Managing the bank register		self-paced
Managing journal entries		self-paced
Time and Expense
Entering time		3:15
Approving time		3:12
Entering expense reports		2:54
Approving and paying expense reports		2:05
Updating tasks assigned to you		3:14
Reviewing employee tasks		1:58
Designing inquiries
Inquiry - a quick tour		2:23
Adding and removing columns		2:15
Working with columns		2:28
Setting conditions		1:59
Adding links		3:13
Saving custom inquiries		1:45
Managing inquiries		3:07
In-house payroll
Managing U.S. payroll in-house		self-paced
Payroll service (outsourced payroll)
Managing payroll services		self-paced

Quizzes for accountants

How Ajera Works course

Getting Started course

Billing on Client Invoices course

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