Onboarding Training Schedule

The below table should be sent to the client when scheduling training and the client to confirm date/time.

Please confirm:

• Availability of your team

• Any scheduling conflicts

• Additional users who should attend specific modules

 

Training Module	Duration	Proposed Date/Time	Suggested Attendees
Navigation			Power users
User Setup & Security			System Administrators / IT
General Ledger			Finance / Accountants
Accounts Payable			Finance / AP Team
Accounts Receivable			Finance / AR Team
Banking			Finance
Taxes			Finance / Compliance
Currency Management			Finance / Multi-currency Users
Inter-company Transactions			Finance / Group Accountants
Inventory			Warehouse / Inventory Team
Purchase Orders			Procurement
Sales Orders			Sales / Operations
Customer Specific Pricing			Sales / Pricing Analysts
Supplier Specific Pricing			Procurement / Buying Team
Bill of Materials			Production / Planning
Material Requirements Planning			Production / Supply Chain Planning
Production Management			Production / Manufacturing Leads
Customer Management (Limited)			Customer Service / Sales Support
Customer Management (Extended)			Sales / CRM Users
Velixo Reports			Finance / Reporting Team

High level agenda
Include the below agenda in the outlook calendar invite.


Navigation

• Logging in
• Workspaces
• Generic Inquiry grids, Entry Forms and Side Panels
• Using Pins
• Managing Favourites (Adding and Removing)
• Finding recent transactions
• Searching
• Dashboards
• Wiki

People
Payroll

• Enter new Employees / Update existing Employee
• Create / update pay details for an Employee
• Enter new pay group details
• Enter / Update new pay details
• Enter a new entitlement transfer or adjustment
• Create a pay, enter / update employee pay information, process and approve
• Export ABA file and print / email payslips
• Create a PaySuper batch, approve and export
• Run your normal payroll reports as per your reconciliation process
• Create a new pay item and save
• Add a new superannuation fund

Employee Service Service

• Open the Contact Details and review your details
• Open the Employment Details and review the information
• Open the Pay Distribution and review the details
• Open the Superannuation and review the details
• Click on a payslip and review
• Submit a new leave request
• View your current leave requests

Timecards

• Create Time Cards
• Submit Time Cards
• Release Time Cards
• Correct Time Cards
• Import Time Cards
• Finance
  General Ledger
• Create and release a Journal Transaction
• Create a Budget Line Transaction and Release 
  through the Processes area
• Run the Trial Balance Summary Report, print and 
  export to Excel / PDF
• Run the Trial Balance Report, print and export to 
  Excel / PDF
• Run each of the other Financial Statement 
  Reports, print and export to Excel / PDF
• Create and test Allocation Rules
• Open a new Financial Period

Banking

• Create, Save and Release a Cash Transaction
• Create, Save and Release a Funds Transfer
• Enter a Reconciliation - add, select items which are part of the reconciliation, enter the 
  statement balance, untick hold and release
• Run the Reconciliation Report, print and export 
  to PDF & Excel

Taxes

• Prepare Tax Reports, release Tax Reports
• Run the Balance Reports, print and export to PDF and Excel
• Run the Tax Reports (Tax Summary, Tax Details by GL Account by Period), print and export to PDF and Excel

Accounts Receivables

• Create a new Customer, check and save
• Edit Customer information, save
• Create an Invoice, enter line items, save, check and release
• Create a Payment, apply an invoice to the payment, save, check and release
• Create a Credit Memo, enter document details, save, check and release
• Create a Cash Sale, save, check and release
• Prepare end of month statements, print and email statements
• Run Balance Reports (AR by Customer, AR Ageing, AR Coming Due), print and export to PDF / Excel

Accounts Payables

• Create a new Supplier, check and save
• Create a Bill, enter document details, save, check and release
• Create a Payment, apply a Bill to the Payment, save, check and release
• Create a Debit Adjustment, Enter Document Details, save, check and release
• Create a Quick Cheque, save, check and release
• Approve a Bill, process the Bill, create a batch ABA file, test upload on banking software, email / print remittances

Currency Management

• Enter spot rates
• Update cross rate on payments
  
  

Inter-company transactions and consolidation reporting

• Confirm correct company and branch structure 
  setup 
• Confirm correct inter-company branch mappings
• Import consolidation data to the consolidated
  company (if you have subsidiaries operating in 
  non-AUD currency)

Distribution

Inventory

• Create a new Stock Item, save
• Create a new non-Stock Item, save
• Update Warehouse Details
• Add an Inventory Item into a receipt, add the reason code and release
• Add an Inventory Item into an issue, add the reason code and release
• Add an Inventory Item into an adjustment, add the quantity of the item for adjustment and 

release

• Prepare a stocktake (physical inventory count)
• Review the Inventory Allocation Inquiry screen
• Run Inventory Reports (Historical Inventory Balance, Inventory Valuation, Inventory Register) and check all relevant information is shown on reports
  
  

Sales Orders

• Create a Sales Order, save and create shipment
• Confirm a Shipment
• Review and update Shipment notification template
• Create an invoice
• Review and update Invoice email notification template
• Create a Stock Order Return
• Apply Payments to a Sales Order
• Apply Payments to an Invoice
• View Sales Prices
• Create a Quote
• Print a Quote
• Print a Sales Order
• Print a Pick List
• Print a Shipment Confirmation
• Print an Invoice & Memo
• Review Audit Reports
• Run SO Summary Report, Print and Export to PDF 
  and Excel