CODA Financials Catalogue Ver 3 (A5)

5/21/2018 CODA Financials Catalogue Ver 3 (A5)

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Course CatalogueCODA Financials


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Training Services T+44 (0) 1275 813250 [email protected] 2

Welcome

Welcome to UNIT4 Training Services. We recognise that continuous learning is

important for individuals and companies in order to succeed in a constantly changing

environment.

The courses we deliver cover all aspects of our product modules, from introductory

courses to more advanced support and reporting sessions.

This brochure contains details of courses currently being offered, in the form of

course outlines. For each course there is:

A brief description of the course

A list of overall objectives

Details of knowledge/courses required prior to attending the course

Details of subsequent or related courses of interest.

Any mandatory knowledge/courses required prior to attending the must be met to

ensure you get the most out of the course.

The courses have been designed to cater for different user audiences. To ensure

that you attend the course suited to you, please see the section on 'The Course for

me'.

At the back of the brochure there is a Practical Information page giving details of how

to book a course, terms and conditions and location of the training centre.

In special cases, we can tailor our courses to suit your needs. Please contact us at

the training centre to discuss this option further.

We hope you find a course that is of interest to you.

Training Services T+44 (0) 1275 813250 [email protected]

Notes


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Notes


Table of Contents

The Course for me

Training Options

CODA Financials

Financials Design

Financials Administrator

Purchasing Design

Invoice Matching Administrator

Assets Administrator

Purchasing Administrator

XL Administrator

Practical Information

Course Code List

4

5

6

7

8

9

10

11

12

13

15


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The Course for me

Our customer courses are designed for different types of user audiences. This gives

you the opportunity to take a course that is best suited for who you are within your

organisation. Below we have described different kinds of users, just to make it easier

for you to choose the right course for you.

Which type of user are you?

Enquiry User

This person is normally the one who asks questions, who analyses information and

creates reports, on which decisions are based.

End User

This person is normally the one who enters and/or processes data.

Advanced User

This person has a detailed understanding of the business area or function area. This

person is often a business analyst, or a managerial person, with an

understanding ofthe complete picture from a financial or operational perspective.

Super User

This person has an understanding of the business, and the informationsystems

used to support the business. This person is often part of theimplementation team,

and will be responsible for understanding how CODA Financials works from a

functional perspective.

IT User (Technical User)

This person is normally responsible for their organisation's technical environment,

which might include software installation, database administration, writing reports.

This person is often part of the implementation team, and will be responsible for

understanding how CODA Financials works from a technical perspective.


Course Code List

Course Title Course Booking Code

CODA Financials

Financials Design NA01


NA02

Purchasing Design NC01

Invoice Matching Administrator NA12

Assets Administrator NA07

Purchasing Administrator NC02

XL Administrator NB01


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Practical Information -cont.

Location

UNIT4 has Training Facilities in four locations. These are:

Eden House, Bristol

Eden House is approximately 5 miles from Bristol city centre. Eden House is

easily accessible by road from the M5 and is approximately twenty five

minutes by road from Bristol Temple Meads or Bristol Parkway stations.

Riverside House, Swansea

Riverside House is a few minutes walk from the Liberty Stadium.

Bridge House, Reading

Bridge House is a five minute walk from Reading station.

Cardale Park, Harrogate

Cardale Park is approximately a mile from the centre of Harrogate. Harrogate

has a main railway link and is approximately 20 minutes by road from Leeds

Bradford Airport.

Training Services

We are able to deliver a variety of training services, including standard and

customised courses, according to your specific needs. Our services include:

Formal classroom training

Training Seminars

Case Studies

Training Needs Analysis

Pre-UAT Training

End User Training

Floor Walking

WebEx Training

e-learning

Please contact us if this is of interest to you.

Evaluation

We are constantly developing our courses to maintain a high standard and therefore

value your opinion. So at the end of each course we ask you to fill in an evaluation

form and return it to us.


Training Options

Public Training

UNIT4 Training Services offer

scheduled courses in a number of

convenient locations around the UK.

The courses are open to all

customers with the software. They

are ideal for delegates from

organisations that either have no on-

site training facility or who want to be

able to train up a new member of

staff on the system.

Scheduled courses allow delegates

to meet and learn with CODA

Financials users from other

companies and industries, thereby

offering a broader understanding of

the enterprise resource planning

software environment.

Customer Training

All of our standard courses may be

taught onsite using your facilities. A

copy of our training database can be

installed on your training system or

access to a copy held at one of our

Training Centres, can be made

available through our remote

connection software. Alternatively,

you may prefer for us to host your

training at one of our Training

Centres.

UNIT4 Training Services are also

able to provide your organisation

with customised training using these

options.


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Financials Design

Intended Audience

Super, Advanced, Enquiry and End Users.

Prerequisites

Mandatory Knowledge: Familiarity with Windows technology and applications,

e.g. Windows XP, MS Word Overview

Background in financial accounting or experience in

specific areas of an accounts department

Overview

This course concentrates on the concepts and functions of the CODA product.

CODA specific terminology is explained.

Flexibility has been written into the material to allow for detailed discussions in

some areas and omission of others to suit the customers environment.

The course covers the areas of the Chart of Accounts, Companies, Input and

Output, Processing and Workflow.

Overall Objectives

By the end of the course you will:

demonstrate a knowledge and understanding of specific functions and

terminology within CODA software

meet the essential requirements for attending and contributing at an ADW

(Application Design Workshop).

Subsequent/Related Course(s) of Interest

The following courses may be of interest:


Duration1 Day


Practical Information

Booking Training Services

Training Services can be arranged for your organisation either on your site or at one

of our training centres.

Alternatively, you can register for a scheduled course by fax, phone or email.

You can obtain a copy of the latest course schedule from either our web site or by

requesting a copy from the Training Services Office.

In order to maximise the benefit from a course, the delegate should have met all the

prerequisites detailed in the course outline before attending the course.

Confirmation

Invoices will be issued as acknowledgement of your order with payment due 30 days

from date of invoice.

CancellationIf you need to cancel your booking please contact us immediately.

Cancellations, from a scheduled course, with between 5 and 10 working days notice

will be charged at 50% of the total price; cancellations made in less than 5 working

days will be charged at 100%. Refunds will not be made. Please ensure you get the

cancellation confirmed.

UNIT4 reserves the right to cancel or reschedule courses dependent on bookings

accepted. In such circumstances, you will be offered alternative dates. We will not

be liable for any loss or expense of the customer arising out of such a cancellation.Course Catalogue Version

This is version 1 of the course catalogue.


7/9Training Services T+44 (0) 1275 813250 [email protected] 12

XL Administrator

Intended Audience

Super Users.

Prerequisites

Mandatory Knowledge: Experience in the use of Microsoft Excel, at least to the

level of creating formulae

Some experience in creating simple macros would be

beneficial

Experience with CODA 2count Financials, especially in

the use of browse functionality

Overview

As a key accounting tool Microsoft Excel is used throughout most finance

departments. CODA 2know XL provides the essential link between Excel and the

data at the heart of Financials.

CODA 2know XL allows users to extract and upload data, according to their CODA

security access, from within an Excel spreadsheet.

The course is aimed at Administrators or Senior Users, who need a grasp of all the

CODA 2know XL functionality and how it could be used within their organisation.

The areas covered include Configuration and sample files, using browse details to

extract data into Microsoft Excel, working with non-maintained CODA balances

using Balance Loader, using Journal Loader to post documents to the books or

intray, extracting and adding Master data using the templates provided and use of

the Toolkit to manage users and schedule reports.

Overall Objectives


post journals automatically

identify and extract selected data on a one-off basis

Create reports to be run on a regular basis, on both balances and

transactions.

Identify, locate and update non-maintainable balances

Extract and report on Master data

Maintain a user environment with differing security requirements

(optionally) schedule reports to be produced later.


There are currently no subsequent or related courses.

Duration2 Days



Intended Audience

Super and Advanced Users.

Prerequisites

Mandatory Knowledge: Attended the Financials Design Principles course

Familiarity with Windows technology and applications,e.g. Windows XP, MS Word Overview

Overview

This course concentrates on the concepts, setup and use of all the key Financial

functions, excluding multi-company issues. This course uses the browser-based

software options throughout.

The course covers the areas of navigation around the application, Design and

creation of a Chart of Accounts, Element/Group Masters, Creation of Customer/

Supplier accounts, Documents, Input of typical accounting transactions, On-screen

enquiry/browsing, Cash matching and Payment processing.

Overall Objectives


use the different types of Masters

create and amend currency, document, selector and presenter masters

set up and use on-line enquiries

set up and use Matching

set up and run the Pay process

create and use special documents



Asset Administrator

Duration3 Days



Purchasing Design

Intended Audience


Prerequisites

Mandatory Knowledge: Familiarity with Windows technology and applications,

e.g. Windows XP, MS Word Overview

Familiarity with the basic functionality of Financials

A background in purchasing or experience in specific

areas of a purchasing department

Overview

As someone who has to implement Purchasing in an existing Financials

environment or as a new administrator of the Purchasing software, there is a

particular benefit in understanding its concepts and functions.

This course concentrates on the Procurement concepts and covers the Purchasing

Processes through to the related Accounting Information. Other areas that are

covered include Items and Pricing, Input Components, Workflow, Outputs, Security

and CODA Buy 2gether.

Overall Objectives


demonstrate a knowledge and understanding of specific functions and

terminology within the Purchasing software

meet the essential requirements for attending and contributing at an ADW

(Application Design Workshop).





Duration1 Day



Intended Audience


Prerequisites

Mandatory Knowledge: Experience in use of Windows technology and an

understanding of the purchasing business process

Attendance on the Purchasing Design Principles is an

advantage

Overview

CODA 2control Spend provides effective administration and control procedures to

support the purchasing part of the Procure to Pay process.

This course provides all the content for understanding and system maintenance up

to Invoice Matching, from entering a requisition, creating and issuing orders, dealing

with receipts and returns, handling printing and using the workflows provided. This

course uses the browser-based software throughout.

The course explains the specific aspects of Purchasing and gives users ampleopportunity to use their screen navigation, keyboard and mouse skills.

Overall Objectives


understand each aspect of the Purchasing environment

create and maintain all the Purchasing processes applicable to their company

be able to use the Purchasing workflow to maximum advantage.



Invoicing Matching Administrator

Duration3 Days



Assets Administrator

Intended Audience


Prerequisites

Mandatory Knowledge: A working knowledge of Financials, particularly in the

use of Documents, Input and Masters

An understanding of business experience in managing

company assets

Overview

Assets provides a new technology approach to managing a companys assets. A

full set of functionality is provided within the product and all areas are covered

within this course. This course uses the browser-based software options

throughout.

The course focuses on the practical work within the product giving learners ample

opportunity to use their PC skills. The areas covered include Concepts, Masters,

Capitalisation, Browsing, Depreciation, Disposals, Transfers, Revaluation,

Forecasting and Multi currency assets.

Overall Objectives


set up the system and understand the masters

create assets using the various capitalisation methods

use the Browsing and drill-down functionality

run depreciation and understand the delivered depreciation rules

transfer and dispose of assets using a variety of methods

revalue assets.




Duration1 Day



Intended Audience


Prerequisites

Mandatory Knowledge: Experience in use of Windows technology and

applications, e.g. Windows XP, MS Word, Internet

Successful completion of the Financials Design

Principles course or familiarity with the basic

functionality of CODA 2count Financials

Experience in the business areas of purchasing or

invoice matching

Successful completion of the Purchasing Design

Principles or familiarity with the basic functionality of

CODA 2control Spend

Overview

Invoice Matching is an integral part of the CODA accounts payable applications

which allows users to complete an end-

to-

end purchase to pay process.

This course is designed to train Administrators in how to set up, use and maintain

the Invoice Matching system to maximum advantage. Browser-based software

options are used throughout.

The course covers the areas of Process Flow and Initial configuration, Logical

Receipt Notes (LRNs), Interactive Matching, Selecting and Grouping, Assign and

Balance, Tolerances, Discrepancies and Authorisation, Posting to Financials, Self-

billing, Accruals and Housekeeping Routines for Invoices, LRNs and Authorisation.

Overall Objectives


configure the Invoice Matching system to best suit their organisationsobjectives

process documents through Invoice Matching from input, authorisation,

matching, posting and dealing with accounting issues.




Duration2 Days

CODA Financials Catalogue Ver 3 (A5)

Documents

Transcript of CODA Financials Catalogue Ver 3 (A5)