The Package:
Get more than just videos.
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Tasks & solutions designed to test your knowledge in real-life situations
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Multiple choice quizzes to test your knowledge throughout
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End of course multiple choice quiz
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Completion certificate to prove your involvement
Course Curriculum
Free preview video in the Course Intro & Overview, Chapter 3, and Chapter 7
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1
Course Introduction and Overview
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2
Chapter 1: Introduction and Overview
- Introduction
- 1. Logging in / Logging out
- 2. Your Settings and Personalisations
- 3. Notifications
- 4. Breakdown of Screen Layout
- 5. Search Function
- 6. List Views
- 7. Card Views
- 8. Dates & Filter Criteria
- Conclusion
- Test your learning
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3
Chapter 2: Basic General Ledger Management
- Introduction
- 1. Chart of Accounts
- 2. Reporting Dimensions
- 3. General Journals
- 3.1 Task: Create Your Own Journal
- 3.1 Solution: Create Your Own Journal
- 3.2 Task: Enter Journal for Correcting an Expense Posting Using 'Show Fewer Columns' Option
- 3.2 Solution: Enter Journal for Correcting an Expense Posting Using 'Show Fewer Columns' Option
- 3.3 Task: Enter Journal for Correcting an Expense Posting Using 'Show More Columns' Option
- 3.3 Solution: Enter Journal for Correcting an Expense Posting Using 'Show More Columns' Option
- 3.4 Task: Create Standard Journals With Multiple Lines
- 3.4 Solution: Create Standard Journals With Multiple Lines
- 4. General Reporting
- Conclusion
- Test your learning
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4
Chapter 3: Sales Ledger Management
- Introduction
- 1. Customer Records FREE PREVIEW
- 1.1 Task: Create A Customer
- 1.1 Solution: Create A Customer
- 1.2 Task: Edit Customer
- 1.2 Solution: Edit Customer
- 2. Sales Invoices & Credit Notes
- 2.1 Task: Create Sales Invoice
- 2.1 DOWNLOADS
- 2.1 Solution: Create Sales Invoice
- 2.2 Task: Create Credit Note For Posted Sales Invoice Manually
- 2.2 Solution: Create Credit Note For Posted Sales Invoice Manually
- 2.3 Task: Create Credit Note For Posted Sales Invoice Using Copy Document
- 2.3 DOWNLOADS
- 2.3 Solution: Create Credit Note For Posted Sales Invoice Using Copy Document
- 2.4 Task: Create Credit Note For Posted Sales Invoice Using Get Posted Lines
- 2.4 DOWNLOADS
- 2.4 Solution: Create Credit Note For Posted Sales Invoice Using Get Posted Lines
- 2.5 Task: Correct Invoice
- 2.5 DOWNLOADS
- 2.5 Solution: Correct Invoice
- 2.6 Task: Cancel Invoice
- 2.6 DOWNLOADS
- 2.6 Solution: Cancel Invoice
- 3. Sales Ledger Journals
- 3.1 Task: Create Cash Receipt Journal For Customer Payment Without Application
- 3.1 Solution: Create Cash Receipt Journal For Customer Payment Without Application
- 3.2 Task: Create Cash Receipt Journal For Customer Payment With Application
- 3.2 DOWNLOADS
- 3.2 Solution: Create Cash Receipt Journal For Customer Payment With Application
- 3.3 Task: Create Cash Receipt Journal For Partial Customer Payment With Application
- 3.3 DOWNLOADS
- 3.3 Solution: Create Cash Receipt Journal For Partial Customer Payment With Application
- 4. Managing Sales Ledger Allocations
- 4.1 Task: Apply Application
- 4.1 Solution: Apply Application
- 4.2 Task: Unapply Application
- 4.2 Solution: Unapply Application
- 4.3 Task: Move Incorrect Payment From One Customer To Another
- 4.3 Solution: Move Incorrect Payment From One Customer To Another
- 5. Sales Ledger Reports
- 6. Direct Debits FREE PREVIEW
- Conclusion
- Test your learning
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5
Chapter 4: Purchase Ledger Management
- Introduction
- 1. Vendor Records
- 1.1 Task: Create Vendor
- 1.1 Solution: Create Vendor
- 1.2 Task: Edit Vendor
- 1.2 Solution: Edit Vendor
- 2. Purchase Invoices & Credit Notes
- 2.1 Task: Create Purchase Invoice
- 2.1: DOWNLOADS
- 2.1 Solution: Create Purchase Invoice
- 2.2 Task: Create Purchase Invoice with Amending VAT Amount
- 2.2 DOWNLOADS
- 2.2 Solution: Create Purchase Invoice with Amending VAT Amount
- 2.3 Task: Create Credit Note for Posted Purchase Invoice Manually
- 2.3 DOWNLOADS
- 2.3 Solution: Create Credit Note for Posted Purchase Invoice Manually
- 2.4 Task: Create Credit Note For Posted Purchase Invoice Using Copy Document
- 2.4 DOWNLOADS
- 2.4 Solution: Create Credit Note For Posted Purchase Invoice Using Copy Document
- 2.5 Task: Create Credit Note For Posted Purchase Invoice Using Get Posted Lines
- 2.5 DOWNLOADS
- 2.5 Solution: Create Credit Note For Posted Purchase Invoice Using Get Posted Lines
- 2.6 Task: Correct Invoice
- 2.6 DOWNLOADS
- 2.6 Solution: Correct Invoice
- 2.7 Task: Cancel Invoice
- 2.7 DOWNLOADS
- 2.7 Solution: Cancel Invoice
- 3. Purchase Ledger Journals
- 3.1 Task: Put Purchase Invoice On Hold
- 3.1 DOWNLOADS
- 3.1 Solution: Put Purchase Invoice On Hold
- 3.2 Task: Create Payment Journal Using Suggest Vendor Payments - With Apply & Unapply
- 3.2 DOWNLOADS
- 3.2 Solution: Create Payment Journal Using Suggest Vendor Payments - With Apply & Unapply
- 3.3 Task: Create Payment Journal For An Expense Payment
- 3.3 Solution: Create Payment Journal For An Expense Payment
- 4. Managing Purchase Ledger Allocations
- 4.1 Task: Unapply Application
- 4.1 Solution: Unapply Application
- 4.2 Task: Apply Application On Multiple Transactions
- 4.2 Solution: Apply Application On Multiple Transactions
- 4.3 Task: Move Incorrect Payment From One Vendor To Another
- 4.3 Solution: Move Incorrect Payment From One Vendor To Another
- 5. Purchase Ledger Reports
- Conclusion
- Test your learning
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6
Chapter 5: Bank Account Management
- Introduction
- 1. Bank Account Records
- 2. Bank Account Journals
- Conclusion
- Test your learning
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7
Chapter 6: Manual Bank Reconciliation
- Introduction
- 1. Managing Manual Bank Reconciliations
- Conclusion
- Test your learning
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8
Chapter 7: VAT Reporting
- Introduction
- 1. VAT Posting Setup
- 2. VAT Reporting Setup
- Conclusion
- Test Your Learning
- BONUS - Profit & Loss using Astral Reports FREE PREVIEW
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9
Chapter 8: Month End Procedures
- Introduction
- 1. Posting Dates
- 2. Reporting
- Conclusion
- Test your learning
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10
Core Financials Final Quiz
- Final Quiz