Course Objectives:

To train users with the necessary skills to master the use of AP & Expense Automation Software that is full integrated with a computerized accounting system.

Specifically, to use new and existing technology to become valuable to an organization.  This involves learning new skills using Windows based software such as Norming Resource Manager, A/P Invoice Requisition, Expense Requisition integrated with document attachment, and, integrated with an accounting system.  In today’s digital landscape, a user must have skills to utilize these technologies in getting the day-to-day work performed.   As well, the user must be skilled to work with an integrated platform on their daily, monthly and yearly processing routines.

All these products are mainstream and very popular in North America.  The skills acquired would prove very valuable to Mayfair Diagnostics and other employers.

Methodology

Training will be provided through classroom “on-line type” sessions to participants as it relates to their job functions.  Training will be intermixed with theory and practice for each user.  Training will take place in intervals lasting 3 hours per day, 3 days per week over a period of 8 weeks.  This will ensure users have better retention of material and time to study and practice the concepts on their own time.  Concepts will be covered in greater detail to ensure the user understands all facets of the integrated program.  Real life examples and cases will be provided to enforce the concepts.

There will be formal electronic hand-outs which the user can refer to at any time after the training has been completed

Course Instructors

Roger is an expert in the computerized accounting systems with over 38 years experience in the industry.  Roger has taught similar courses for over 10 years at Grant MacEwan University and was for several years the lead Sage 300 instructor at the College.  Roger holds a Degree in Commerce from the University of Alberta.

Course Summary

Title:                                  Maximizing the Value of AP & Expense Software

Instructor(s):                    Roger Katarey

Total Cost Summary:      $18,000

Total Hours:                     72

Duration:                          2 months

Participant Capacity:      Up to 6

Course Dates:                  August 1st to September 30th, 2020

Instructional Style:          On-line with participants logged into system

Key Topics Covered

5.0) Outline

Module 1   Norming Resource Manager

Module 2   Employees

Module 3   Expenses

Module 4    A/P Requisition

Module 5    Workflows

Module 6    Employee Self Service Admin Portal

Module 7    Employee Self Service Employee Portal

Module 8    Reports

 

5.1) Training Hours by Module

Module 1    8 hours

Module 2    4 hours

Module 3    4 hours

Module 4    4 hours

Module 5    16 hours

Module 6    16 hours

Module 7    16 hours

Module 8    4 hours

Total Hours  72

 

5.3)  Module Topics Covered

 

Module 1    Norming Resource Manager

Overview

Setup Options

Attachment Directory

G/L Integration

Account Sets

Entities

Divisions

Regions

Departments

Cost Centers

Jobs

Location

Work Calendars

Roles

Job Permissions

Contract Permissions

Optional Fields

Force Entry of Comments

Lookup Code

 

Module 2    Employees

Overview

Employee Groups

Employees

Employee Activities

 

Module 3    Expenses

Overview

Setup

Expense Codes

Expense Report Type

Expense Budgets

Expense Entry

Cash Advance Entry

Payment Entry

Post Batches

Expense Enquiry

Expense Tracking

 

Module 4    A/P Requisition

Overview

Setup Options

Setup Items

A/P Invoice Requisition Types

A/P Invoice Requisition List

A/P Invoice Requisition Entry

A/P Invoice Enquiry

Post Batches

 

Module 5    Workflows

SMTP Options

e-Mail Templates

Approval Groups

Approval Workflow

ESS Login Logs

 

Module 6    Employee Self Service Admin Portal

Sign in/out

Overview

Preferences

Entities

Admin Portal Users

Permissions

Monitor

SMTP Options

ESS Group

ESS User

Windows user mapping to ESS portal

Schedules

 

Module 7    Employee Self Service Employee Portal

Sign in/out

Overview

Personal Data and Preference

Substitute

General Page Layout and Functionalities

Creating and submitting an Expense

Approving an Expense

Rejecting and Expense

Creating and submitting an A/P Invoice

Approving an A/P Invoice

Rejecting an A/P Invoice

Searching for documents

 

Module 8    Reports

Setup Reports

Approval Workflow Reports

Employee Reports

Expense Reports

A/P Invoice Requisition Status Reports