Improving the Use of Your Charge Repository

How to Register: Contact Amy Arra at aarra@pwrplan.com or (770) 937-3028.

When:  July 17-19, 2012 (1:00 pm Jul.17 – 5:00 pm Jul.19)

Where:  PowerPlan Training Center (Atlanta Office) Atlanta, Georgia

Registration Fee: $1,500

CPE Credit: 20 Hours (10 Business Management & Organization field of study; 6 Accounting; 4 Finance)

Intended Audience: 
Charge Repository users

Description: 
Charge Repository training with an emphasis on day-to-day functionality including querying, journal entries, and validations. Includes all the new features up to 10.3.  Topics include:

Querying and Reporting

• Querying Overview – Delivered queries, standard query functionality and navigation, etc.
• Custom Defined Queries
• CrossTab Queries
• Financial Reports

 Journal Entries

• Review of CR Validations
• Manual JE’s – Manual Entry, External File Imports, Approvals.
• Adjusting JE’s – Querying, Manual Entry, Approvals.
• Journal Approvals and Posting – Technique, Validations, Overrides.
• Examples.

Derivations

• From Estimates – e.g. Cost of Removal
• Other – e.g. Account fields

Validations

• Set Up
• Efficiencies
• Error Handling

Basic Integration Flow Options

Instructors:  Joseph King and Sarah Byers