Choose live sessions tailored to your organisation, and use online training to prepare, revise or explore each topic in greater depth at your own pace.
A consultant works with your stakeholders on your configuration, management rules and real cases.
The catalogue details prerequisites, actions, common errors, screenshots and related FAQs.
| Criterion | Live session | Online training |
|---|---|---|
| Duration | One or two hours per session | Modules from 55 minutes to 1 hour 25 minutes |
| Content | Tailored to your database and processes | Illustrated, detailed standard learning path |
| Interaction | Questions and cases covered with the trainer | Self-paced progress and related FAQs |
| Recommended use | Configuration decisions, getting started and complex topics | Preparation, revision, onboarding and deeper learning |
| Organisation | By appointment | Available without scheduling |
Future users complete the online module for their role and note their questions.
The live session resolves configuration choices and applies the rules to your organisation.
The online modules then provide revision materials and support onboarding for new starters.
The details below identify the best starting path before you access the operational materials.
Master data, customers, engagements, time, expenses, budgets, invoices, payments and reports.
Companies, master data, staff, profiles, permissions, locks and shared rules.
Engagements, deadlines, documents and letters connected to time, budgets and invoices.
Capacity, forecast invoicing, actuals, variances and invoice preparation.
Entry, review, approval, supporting documents, budgets, invoicing and profitability.
Preparation sources, checks, corrections and approval before issue.
Identify the document's status and correct the right source without losing traceability.
Reconciliation, schedules, direct debits, rejections, aged receivables and reminders.
Descriptions, accounts, VAT and consistency across invoices, budgets and exports.
Imports, variances, reconciliation and usable data for reminders and exports.
Invoices, payments, expenses, accounts, VAT, scope and controls.
Metrics, filters, pivot tables and Excel exports based on reviewed data.
Order of operations, transmission, statuses, rejections, payments and corrections.
Readable, structured, routable and controllable documents.
Administrators, managers, staff and new starters do not need the same level of detail.
