| Asset Name | Description | Roles |
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| Dev Tester |
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| Ajera Series: Project Command Center Work Breakdown Structure for Projects and Templates - Learning Video | Duration: 22 minutes This video provides an overview of setting up the Work Breakdown Structure (WBS) for a Project or a Project Template in Ajera. Topics include:
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| Ajera Series: Project Command Center (PCC) Navigation and Customization - Video | Duration: 20 minutes This video provides an overview of the Project Command Center and the use of the different areas found in the Project Command Center. Additionally, Customize Options are discussed which can be used to make your view based on your need. A knowledge check is included to test comprehension of the content presented.
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| Ajera Series: Expense Entry and Approval - Video | Learn about setting up and using Traditional and Browser-based Expense Reports in Ajera, as well as the processes for approving and processing these reports. Additionally, gain insights into the setup, entry, and editing of In-House expenses within Ajera.
Topics Include:
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| Ajera Series: Time Entry and Approval - Video | Course Details: This video covers the processes of Entering and Approving Time entries using either Traditional (click once based) or browser-based methods. This does not include using the Mobile Time entry option, please view the separate video for that information.
Topics Include:
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| Ajera Series: Mobile Expense App - Video | This video shows users the basics of using the Ajera Mobile Expense App. Topics covered:
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| What's New in Ajera 10 - eLearning | This course covers an overview of the new features and updates in Ajera 10.0. |
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| Ajera Series: Setting up and Applying Sales Tax - Video | This video describes the processes involved in setting up Ajera to apply Sales Tax and how to review Sales Tax amounts on client invoices.
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| Ajera Series: Expense and Consultant Rates in Billing Rate Tables - Video | This video covers the basics of acessing, setting up and navigation on the Expense and Consultant Tabs in billing rate tables in Ajera. Topics covered:
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| Ajera Series: What's New in Ajera v9.9 | This video covers an overview of the new features and updates in Ajera v9.9. |
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| Ajera Series: Client Invoice Email Tracking - Video | This video describes the available Client Invoice tracking columns for widgets and the steps to add these for use in Ajera.
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| Ajera Series: Entering Client Receipts with Bill & Pay - Video | This video covers the processes and workflows for entering client receipts using Bill & Pay in Ajera. Topics covered: Duration |
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| Ajera Series: Using Bill & Pay - Video | This video walks through the general workflow for using Bill & Pay in Ajera, setting up email client invoice templates to use direct Bill & Pay linking, then discusses how you use Bill & Pay to see finalized client invoices and payments associated with that client in Bill & Pay. Topics Include: Duration |
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| Ajera Series: Setting Up Bill & Pay - Video | This video walks you through the process of setting up Ajera to use Bill & Pay for your Accounts Receivable cash flow. Topics Include: Duration |
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| Ajera Series: Labor in Billing Rate Tables - Learning Video | This video covers the basics of acessing, setting up and navigating on the Labor Tab in billing rate tables in Ajera. Topics covered:
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| Ajera Series: Overview of Billing Rate Tables in Ajera - Video | This video covers the basics of acessing, setting up and navigating in billing raate tables in Ajera. Topics covered: Duration: 10m |
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| Ajera Series: Accounting Entry Reference - Infographic | This downloadable guide shows the effects on the General Ledger from common actions taken within Ajera for Accounts Payable, Accounts Receivable and Payroll. Topics Include: Duration: 15 m read |
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| Ajera Series: Payroll Service Accruals Setup - Video | This video walks through the process of setting up Accruals to track and use while using an outsource payroll provider in Ajera. Topics Include:
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| Ajera Series: Processing Payroll with a Payroll Service - Learning Video | This video walks through theprocess of creating and running an Outsourcepayroll,using a payroll provider in Ajera. This includes how to complete the vendor invoice created and using Accrualsprior. Topics Include:
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| Ajera Series: Processing In-House Payroll - Learning Video | This video walks through how to process an in-house payroll, including how to review paychecks prior to paying and producing the Direct Deposit information. Topics Include: Recall the steps for processing In-House Payroll. Recognize the steps in reviewing Paychecks before processing. Explain the process of producing a Direct Deposit. |
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| Ajera Series: Rejecting and Updating Expense Reports - Learning Video | This video covers the processes involved in rejecting expense report entries and making updates to those expense reports so they can be re-approved for processing in Ajera.
Topics covered:
Duration: 8m |
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| Ajera Series: Introduction to Widgets - Learning Video | This video is an introduction to the process of creating and editing widgets that can then be used to create Dashboards in Ajera. Topics Include: Duration: 28 m |
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| Ajera Series: Project Command Center (PCC) Overview and Customization - Learning Video | Duration: 30 minutes This Video is designed to provide an introduction to the main areas of the Project Command Center as well as the Customize Options available and their uses during the Project Lifecycle. This course contains a short Knowledge Check as well as a downloadable Activity Guide and Additional Resources which are also downloadable.
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| Ajera Series: Traditional and Browser Timesheet Entry - Learning Video | Duration: 11m Learn about setting up and using Traditional and Browser - based Timesheets in Ajera. This does not include the approval process. Topics covered:
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| Ajera Series: Importing Time and Expenses in Ajera - Learning Video | Duration: 15m
This Learning Video describes the setup, workflow and processes involved in the importing of Time entries and In-House Expenses into Ajera.
Topics Include: |
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| Ajera Series: Adding and Using the Manage Projects Widget - Video | Duration: 15 min This video provides an overview of adding the Manage Projects widget to your dashboard and using the Manage Projects widget to update Reported Percent Complete and Estimated Start and Completion Dates for your projects. Topics include: |
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| Ajera Series: Project Command Center (PCC) Bottom-Up Budgeting - Learning Video | Duration: 17 minutes This video provides an overview of setting up and using the Bottom-Up budgeting technique for projects in Ajera. Topics include: Identifying the areas of the Project Command Center involved when using Bottom-Up budgeting in Ajera Understanding the workflow for creating a Bottom-Up budget in Ajera Applying the concepts and workflow to create a Bottom-Up budget in Ajera using Resources and Tasks |
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| Ajera Series: Project Command Center (PCC) Top - Down Budgeting - Learning Video | Duration: 10 minutes This video provides an overview of setting up and using the Top � Down budgeting techniques for projects in Ajera. Topics include: Identifying the areas of the Project Command Center involved when using Top � Down budgeting in Ajera Understanding the workflow for creating a Top � Down budget in Ajera Applying the concepts and workflow to create a Top � Down budget in Ajera |
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| Ajera Series: Project Command Center (PCC) Business Development- Learning Video | Duration: 10 minutes This video provides an overview of setting up and using Business Development on projects in Ajera. Topics include: Identifying the purpose of using Business Development on projects Understanding the method to creating a Business Development phase for projects Identifying the different fields and areas to enter information related to Business Development Using Business Development on projects in Ajera |
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| Ajera Series: Project Command Center (PCC) Reports and Common Project Reports - Learning Video | Duration: 20 minutes This video provides an overview of the reports found in the Project Command Center and other useful Standard reports that can be used for project management and profitability analysis. Topics include: Identifying the reports in the Project Command Center Understanding the use of the reports in the Project Command Center Identifying the different standard reports commonly used for managing projects and analyzing profitability Using the standard reports for Employee Utilization, Project Profitability, Risk Analysis and Project Health |
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| Ajera Add-on CRM Series: CRM Overview - Learning video | Duration: 9 mins This video will give you an overview of the Customer Relationship Management feature of Deltek Vantagepoint. Get to know the benefits of using CRM and the Hubs Menu of CRM. Topics covered: CRM Overview, Features & Benefits - 3m 10s CRM Hubs Overview and Menu - 4m 6s |
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| Ajera Add-on CRM Series: Lead Qualification - Learning Video | Duration: 13m08s Gain an understanding of the Lead Qualification feature within Deltek Vantagepoint CRM. Topics covered: Leads Overview, Qualification, Risks & Benefits - 2m3s Enable Lead Qualification - 1m6s Contacts Hub & New Contacts - 2m3s Qualify & Disqualify Status - 2m23s Marketing Campaigns - 1m26s |
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| Ajera Add-on CRM Series: Employees Hub - Learning Video | Duration: 20 mins This video covers features and tabs that are relevant to CRM functionality, in the Employees Hub in Deltek Vantagepoint Topics Covered: Employees Hub Tabs Overview - 2m 12s Adding an Employee - 2m 41s Personal and Contact Details Tabs - 3m 09s Activities Tab - 2m 03s Firms and Contacts Tab - 1m 20s Actions Menu - 3m 21s List and Detail views - 1m 50s Linking Employee to User - 1m 07s |
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| Ajera Add-on CRM Series: Firms Hub - Learning Video | Duration: 22 mins Learn about the tabs and functions of the Firms hub relating to CRM processes in Deltek Vantagepoint. Topics Covered: Firms Hub Overview, Types and Actions - 4m 45s Creating a new Firm - 4m 28s Vendor Addresses & Tab - 3m 47s Activities Tab - 2m 03s Firm Hierarchy - 3m 59s Actions Menu - 3m 21s Searching, List and Detail views - 2m 47s |
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| Ajera Add-on CRM Series: Boilerplates Hub - Learning Video | Duration: 10mins This video will give you an overview of the Boilerplates Hub in Deltek Vantagepoint. Topics Covered: Overview and Features - 1m 45s Boilerplate Tabs - 39s List View and Detail View - 55s Boilerplate Navigation - 2m 12s Actions menu - 28s Adding a Boilerplate - 27s Boilerplate Actions Demonstration - 1m 45s |
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| Ajera Add-on CRM Series: Contacts Hub - Learning Video | Duration: 22m 11s This learning video focuses on the Contacts Hub section of Deltek Vantagepoint. This is intended for CRM users, and personnel who maintain and manage CRM for their organization. Topics Covered: Contacts Hub & Tabs - 2m 29s Create New Contact - 3m 43s Qualify Contact - 1m 14s Create Activity - 5m 37s Actions & Add Touchpoint - 5m 5s List View & Detail View - 2m 27s |
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| Ajera Add-on CRM Series: Marketing Campaigns Hub - Learning Video | Duration: 17m 4s This learning video focuses on the Marketing Campaigns Hub section of Deltek Vantagepoint. This is intended for CRM users, and personnel who maintain and manage CRM for their organization. Note that some functionality is only available within the “CRM Plus” module of Vantagepoint. Topics Covered: Features and Functions - 6m 14s Monitor Marketing Campaign - 1m 40s Qualify Contact - 3m 47s Review campaign results - 4m 50s List and Detail view - 2m 1s |
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| Ajera Add-on CRM Series: Vantagepoint Connect for End Users with MS Outlook - Learning Video | Duration: 14m53s How to use Vantagepoint Connect integration with Outlook on Office 365.. Topics covered: - Introduction & Features - 1m36s - Verify Employee Records & Contextual Pane Functions - 3m40s - Creating, Locating & Synching Contacts - 4m34s - Email and Calendar - 1m45s - Synching and Scheduling Meetings - 3m06s |
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| Ajera Series: Printing Browser-Based Timesheets, Expense Reports and Purchase Orders - Learning Video | Duration 10 min This Learning Video walks through the process of printing browser-based Timesheets, Expense Reports and Purchase Orders in Ajera, through a direct conversion to a PDF document. This process can be done without the need for using click once. Topics Include: Printing for Browser-based Timesheets |
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| Ajera Series: Mobile Time Entry - Learning Video | Duration: 10m Topics covered: |
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| Ajera Add-on CRM Series: Vantagepoint Connect for End Users with Gmail - Learning Video | Duration: 17m 13s Learn how to use Vantagepoint Connect with Gmail to track and record customer communications. Topics include: Features - 50s Contextual Pane - 1m 58s Create Contacts - 2m 20s Create Firms - 1m 5s Create Activity - 1m 32s Display Records Associated with an Email - 23s Contextual Pane Search - 2m Sync Contacts - 1m 55s Create Activity from Contact Email - 1m 8s Sync Calendar - 2m 6s |
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| Ajera Add-on CRM Series: Create SF330 Proposals - Learning Video | Duration: 11m04s How to link one or more SF330 Proposals to a Project in the Projects Hub. Topics covered: Proposal Log - 3m51s Merge File Overview & Benefits - 6m7s |
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| Ajera Add-on CRM Series: SF330 Proposal Log and Merge - Learning Video | Duration: 45 minutes This Learning Video is designed to provide an introduction to the main areas of the Project Command Center as well as the Customize Options available and their uses during the Project Lifecycle. This course comes with a downloadable Activity Guide, and short quiz. You can request access to the Deltek Learning Lab to replicate the activities in the Activity Guide and maximize your learning. Topics Include: Identifying the main areas of the Project Command Center and their uses Understanding the general setup and workflow for using the available Customize Options. |
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| Ajera Series: Importing Credit Card Entries in Ajera - Learning Video | This Learning Video describes the setup, workflow and processes involved in the importing of Credit Card entries into Ajera. Topics Include: The setup involved for importing Credit Card transactions in Ajera The general workflow for importing Credit Card transactions The basic troubleshooting process for error results when importing Credit Card transactions |
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| Deltek Ajera: Planning and Discovery - Support Material | This portal contains additional support material to help you prepare for your Planning and Discovery meeting. |
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| Deltek Ajera: Navigation, Help, Order Checks and Sample Data - Support Material | This portal contains additional support material to help you prepare for your Ajera Implementation concerning basic navigation of the software, using Help, Ordering Checks and using Sample Sample Data. |
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| Deltek Ajera: Company Preferences - Support Material | This portal contains additional support material to help you with understanding and setup of Company Preferences in Ajera. |
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| Deltek Ajera: Setup Types, Employees, Contacts and Vendors - Support Material | This portal contains additional support material to help you with understanding and setup of Types, Employees, Contacts and Vendors in Ajera. |
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| Deltek Ajera: Activities and Rate Tables - Support Material | This portal contains additional support material to help you with understanding and setup of Activities and Billing Rate Tables in Ajera. |
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| Deltek Ajera: Time and Expense Entry, Payments and Receipts - Support Material | This portal contains additional support material to help you with Time and Expense Entry as well as working in the Client Receipts area of Ajera. |
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| Deltek Ajera: Payroll Setup and Processing - Support Material | This portal contains additional support material to help you with understanding and setup of Payroll in Ajera. |
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| Deltek Ajera: Billing Process - Support Material | This portal contains additional support material to help you with understanding the Billing Process in Ajera. |
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| Deltek Ajera: Invoice Formats - Support Material | This portal contains additional support material to help you with understanding creating headers and footers on Client Invoices in Ajera. |
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| Deltek Ajera: Beginning Balances - Support Material | This portal contains additional support material to help you with understanding and entering Beginning Balance information in Ajera. |
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| Deltek Ajera: Security Roles - Support Material | This portal contains additional support material to help you with understanding and creation of Security Roles in Ajera. |
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| Deltek Ajera: Dashboards, Widgets and Report Views - Support Material | This portal contains additional support material to help you with understanding the use and creation of Widgets, Dashboards, and Standard Report Views in Ajera. |
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| Deltek Ajera: Reconciliation Processes in Ajera - Support Material | This portal contains additional support material to help you with the understanding of the reconciliation processes involved in Ajera. |
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| Ajera Series: Importing Journal Entries in Ajera | Duration: 11m This Learning Video will describe the workflow and processes for importing Journal Entries into Ajera. Topics covered include: Settings involved in importing Journal Entries Workflow for importing Journal Entries Basic troubleshooting process for error results when importing Journal Entries |
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| Ajera Series: Control Account Reconciliation for Trial Balance, Cash, Accounts Receivable and Prepayment - Learning Video | Duration: 11m This Learning Video covers the workflow and processes for Reconciling the Trial Balance and the following Control Accounts in Ajera: Cash, Accounts Receivable and Prepayments. Topics Covered: Reconciling the Trial Balance Reconciling Cash Accounts Reconciling AR Reconciling Prepayments |
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| Ajera Series: Control Account Reconciliation for Trial Balance, WIP, Accounts Payable and Salaries Payable - Learning Video | This Learning Video covers the workflow and processes for Reconciling the Trial Balance and the following Control Accounts in Ajera: WIP, Accounts Payable and Salaries Payable. Topics Covered: Reconciling the Trial Balance Reconciling WIP Accounts Reconciling AP Reconciling Salaries Payable |
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| Ajera Series: Automatic Bank Feed - Learning Video | Duration: 14m This Learning Video will walk you through the process of using the Automatic Bank Feed function available in Ajera. Topics include: Overview of the Automatic Bank Feed function in Ajera |
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| Ajera Series: Closing the Fiscal Year and Making Adjusting Entries - Learning Video | Duration: 5m This learning Video will walk you through the basics of closing the fiscal year in Ajera as well as how to make adjusting entries into a previously closed fiscal year through re-opening and re-closing of that year. Topics include: Closing the fiscal year process in Ajera The processes involved in re-opening and re-closing a previous fiscal year in Ajera The workflow and process involved for making adjusting entries into a previously closed fiscal year in Ajera |
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| Ajera Series: Running the Form W-2 and Form W-3 - Learning Video | Duration 13m This Learning video covers the process and workflow for generating the Form W2 and Form W3 in Deltek Ajera. Topics include: Workflow and process for producing the Form W-2 in Ajera Workflow and process for producing the Form W-3 in Ajera if needed |
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| Ajera Series: Producing Form 1099 - NEC and Form 1099 - MISC in Ajera - Learning Video | Duration 13m This Learning video covers the preparation and printing of the Form 1099 NEC and the Form 1099 MISC in Ajera. Topics include: Understanding the difference between the 1099 NEC and the 1099 MISC Comprehending the procedures involved in preparing for printing the 1099 NEC and 1099 MISC in Ajera Becoming comfortable with the process for printing the 1099 NEC in Ajera Becoming comfortable with the process for printing the 1099 MISC in Ajera |
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| Ajera Series: Converting from Quickbooks to Deltek Ajera - Learning Video | Duration: 1 hr This video covers converting from Quickbooks to Deltek Ajera, discusses the fundamental differences between QuickBooks and Deltek Ajera, and defines the initial steps to prepare your current information for the system change. Topics covered include: Introduction, Benefits and Risks to Ajera System Comparisons Preparing for Migration Process Flows |
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| Ajera Implementation Series: Converting from Quickbooks to Deltek Ajera - Quick Reference Guide | Duration: 20 Min read This guide covers converting from Quickbooks to Deltek Ajera, discusses the fundamental differences between QuickBooks and Deltek Ajera, and defines the initial steps to prepare your current information for the system change. Topics covered include: Introduction to Ajera System Comparisons Preparing for Migration Process Flows |
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| Ajera Series: Security and Setup - Functional Reference Guide | Duration: 34m Read Introduction to the basics of Setup Column menu items in Deltek Ajera. Topics: Topics and Menu options - 30s Read Common Setup functions - 25m Read Roles Setup - 8 m Read Conclusion - 30s Read |
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| Ajera Series: Time Entry - Functional Reference Guide | Duration: 27m Read Introduction to the basics of Time Entry and processing in Deltek Ajera. Topics: Topics and Menu options - 30s Read Introduction - 1m 30s Read Role and Preferences settings - 5m Read Traditional Time Sheets - 9m 30s Read Browser Based Timesheets - 10m Read Conclusion - 30s Read |
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| Ajera Series: Expense Entry - Functional Reference Guide | Duration: 21m 30s Read Introduction to the basics of Expense Entry in Deltek Ajera. Topics: Topics and Menu options - 30s Read Introduction - 1m Read Expense Entry Overview and Settings - 4m Read Expense Reports - 5m Read Mobile Expense Reports - 8m Read In-house Expenses - 2m 30s Read Conclusion - 30s Read |
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| Ajera Series: Project Command Center - Functional Reference Guide | Duration: 1h 25m Read Introduction to the basics of the Project Command Center in Deltek Ajera. Topics: Topics List and menu options - 45s Read Introduction - 6m Read Project List - 6m 30s Read Project Detail - 5m 45s Read Projects and Project Templates - 27m Read Phases - 20m Read Business Development - 18m Read Budgeting a Project - 9m 30s Read Client Invoice Adjustments - 2m Read Commitment Management - 2m Read Conclusion - 30s Read |
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| Ajera Series: Schedule Manager - Functional Reference Guide | Duration: 19m 30s Read Introduction to the features and functions found in the Schedule Manager in Deltek Ajera. Topics: Overview - 5m Read Security Access and Preferences - 3m 45s Read Use of the Schedule Manager - 7m 30s Read Reports Generation- 2m 45s Read Conclusion - 30s Read |
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| Ajera Series: Client Invoices - Functional Reference Guide | Duration: 16m 30s Read Introduction to the features and functions for Client Invoices in Deltek Ajera. Topics: Topics List and Menu Options - 30s Read Client Invoice List Overview - 3m 30s Read Working with Client Invoices - 12m Read Conclusion - 30s Read |
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| Ajera Series: Invoice Formats - Functional Reference Guide | Duration: 27m 15s Read Introduction to the setup and use of Client Invoice Formats in Deltek Ajera. Topics: Topics and Main Menu - 30s Read Invoice Format Overview - 2m 15s Read Standard Invoice Format Setup - 24m 30sRead Conclusion - 30s Read |
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| Ajera Series: Client Receipts - Functional Reference Guide | Duration: 13m 45s Read Introduction to the features and functions for Receipts in Deltek Ajera. Topics: Topics List and Menu Options - 30s Read Client Receipt - 3m 30s Read Deposits - 3m Read Credit Memos - 2m 45s Read Prepayments - 1m 30s Read Refunds - 2m Read Conclusion - 30s Read |
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| Ajera Series: Accounts Payable - Functional Reference Guide | Duration: 33m 15s Read Introduction to the features, functions and processing of Accounts Payable in Deltek Ajera. Topics: Introduction - 45s Read Vendor Types - 1m 30s Read Vendor Invoices - 15m 30s Read Vendor Payments - 15m Read Conclusion - 30s |
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| Ajera Series: Reports - Functional Reference Guide | Duration: 12m Read Introduction to the types, features and use of Standard Reports in Deltek Ajera. Topics: Introduction - 1m 30s Read Reports - 4m 15s Read Managing Reports - 5m 45s Read Conclusion - 30s Read |
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| Ajera Series: Payroll Processing - Functional Reference Guide | Duration: 1h 20m Read Introduction to the setup and processing of Payroll in Deltek Ajera. Topics: Introduction and Effective Cost impacts - 4m 45s Read Payroll Processing and Effective Cost impacts - 4m 15s Read Considerations and Setup - 41m 15s Read In house Payroll - 17m 15s Read Outsource Payroll - 11m 30s Read Conclusion - 30s |
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| Ajera Series: Bank Registers, Credit Cards and Reconciling - Functional Reference Guide | Duration: 29m 15s Read Introduction to Credit Card import, and reconciling Credit Card and Bank Registers in Deltek Ajera. Topics: Introduction - 30s Read Credit Card Import - 10m 30s Read Credit Card Workflow and Review - 9m Read Bank Accounts - 8m 45s Read Conclusion - 30s Read |
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| Ajera Series: Inquiry Basics - Functional Reference Guide | Duration: 5m 15s Read Introduction to the features and functions of Inquiry in Deltek Ajera. Topics: Introduction - 30s Read Inquiries - 1m 45s Read Standard Inquiries - 2m 30s Read Conclusion - 30s Read |
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| Ajera Series: Table Widgets - Functional Reference Guide | Duration: 24m 45s Read Introduction to the overview and configuration of Table Widgets in Deltek Ajera. Topics: Introduction- 2m 30s Read Table Widgets General Overview - 4m 30s Read Design Mode - 6m 45s Read Creating a new Table Widget- 10m 30s Read Conclusion - 30s |
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| Ajera Series: Chart Widgets - Functional Reference Guide | Duration: 6m 30s Read Introduction to the overview and configuration of Chart Widgets in Deltek Ajera. Topics: Overview - 45s Read Converting from Table to Chart Widget- 1m 30s Read Creating New Chart Widget- 3m 45s Read Conclusion - 30s Read |
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| Ajera Series: Monthly Reconciliation - Functional Reference Guide | Duration: 15m Read Introduction to workflow and processes for Monthly Reconciliation in Deltek Ajera. Topics: Introduction - 1m 30s Read Reconciling Control Accounts - 7m 30s Read Evaluating the Month - 5m 30s Read Conclusion - 30s Read |
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| Ajera Series: Year End Reconciliation and Review - Functional Reference Guide | Duration: 22m Read Introduction to workflow and processes for Year End in Deltek Ajera. Topics: Introduction - 3m 45s Read Reconciling Control Accounts - 11m Read Closing the fiscal year - 2m Read Government Forms - 4m 45s Read Conclusion - 30s Read |
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| Ajera Series: Client Prepayments - Learning Videos | Duration: 15m Learn about Entering, Applying and Un-Applying Prepayments in Ajera as well as creating Refunds to Clients for Overpayments. Topics covered: Introduction, Overview, Benefits and Risks - 3m Entering a Prepayment - 3m 9s Applying a Prepayment Tab - 2m 37s Un-Applying a Prepayment - 1m 59s Refunding to a Client - 3m 11s Conclusion - 1m 4s |
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| Ajera Series: Client Receipts and Credit Memos - Learning Video | Duration: 10m Learn about Entering, Applying Client Receipts and Miscellaneous Receipts in Ajera as well as creating Credit Memos. Topics covered: Introduction, Overview, Benefits and Risks - 4m 6s Entering a Client Receipt - 58s Entering a Miscellaneous Receipt - 1m 31s Creating a Credit Memo - 1m 58s Summary, Recap and Conclusion - 1m 6s |
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| Ajera Standard Workflow Overview - Infographic | Duration: 4m Read Learn about the overall workflow involved in using Deltek Ajera. Topics covered: Setup Ajera Setup Projects Creating Entries Invoices and Payroll Receiving money from Clients |
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| Ajera Charts of Accounts - Infographic | Duration: 8m Read Learn about setting up GL Accounts and working with the Chart of Accounts window in Deltek Ajera. Topics covered: General Overview Creating a new Account Department allocation of accounts |
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| Ajera Charts of Accounts - Infographic | Duration: 8m Read Learn about setting up GL Accounts and working with the Chart of Accounts window in Deltek Ajera. Topics covered: General Overview Creating a new Account Department allocation of accounts |
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| Ajera Series: Beginning Balances - Self-Paced Learning | Duration: 20 m Learn how to input your Beginning Balances into Deltek Ajera. Topics covered: Introduction - 50s Trial Balance - 1m 48s Bank Accounts - 2m 13s Vendor 1099 Paid - 1m Open Vendor Invoices - 2m 41s Unpaid Client Invoices - 2m 31s Prepayments - 1m 8s Unbilled WIP - 2m 13s Payroll - 2m 45s Conclusion - 29s |
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| Ajera Series: Beginning Balances - Self-Paced Learning | Duration: 20 m Learn how to input your Beginning Balances into Deltek Ajera. Topics covered: Introduction - 50s Trial Balance - 1m 48s Bank Accounts - 2m 13s Vendor 1099 Paid - 1m Open Vendor Invoices - 2m 41s Unpaid Client Invoices - 2m 31s Prepayments - 1m 8s Unbilled WIP - 2m 13s Payroll - 2m 45s Conclusion - 29s |
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| Ajera Standard Users: Direct Personal Expense and Overhead Review - Self-Paced Learning | Duration: 25m Learn how to calculate, use and the importance of DPE and Overhead in Deltek Ajera Topics covered: Preliminary Questions and Introduction- 1m 13s Defining DPE and OH and Profitability- 1m 12s Methods for Calculating DPE and OH - 1m 43s Calculating DPE and OH using fixed percentages explanations - 1m 20s Setting DPE and OH for the Company - 1m 2s DPE and OH general review and distribution - 4m 21s Using Costs as the base of calculating DPE and OH - 4m 14s Using Hours as the base for calculating DPE and OH - 4m 54s DPE and OH Review and Best Practices - 3m 36s Conclusion - 56s |
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| Ajera Standard Users: Direct Personal Expense and Overhead Review - Self-Paced Learning | Duration: 25m Learn how to calculate, use and the importance of DPE and Overhead in Deltek Ajera Topics covered: Preliminary Questions and Introduction- 1m 13s Defining DPE and OH and Profitability- 1m 12s Methods for Calculating DPE and OH - 1m 43s Calculating DPE and OH using fixed percentages explanations - 1m 20s Setting DPE and OH for the Company - 1m 2s DPE and OH general review and distribution - 4m 21s Using Costs as the base of calculating DPE and OH - 4m 14s Using Hours as the base for calculating DPE and OH - 4m 54s DPE and OH Review and Best Practices - 3m 36s Conclusion - 56s |
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| Ajera Standard User Series: Effective Cost - Self-Paced Learning | Duration: 15m Learn about the setup, use and workflow for using Effective Cost in Deltek Ajera. Topics covered: Preliminary Questions- 1m 20s Effective Cost Setup and Basics- 3m 32s Effective Cost Workflow Details- 3m 49s Billing with Effective Cost- 2m 22s Multi - Company impacts from Effective Cost and Overall Ledger Impact - 1m 29 s Conclusion - 48s |
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| Ajera Standard User Series: Effective Cost - Self-Paced Learning | Duration: 15m Learn about the setup, use and workflow for using Effective Cost in Deltek Ajera. Topics covered: Preliminary Questions- 1m 20s Effective Cost Setup and Basics- 3m 32s Effective Cost Workflow Details- 3m 49s Billing with Effective Cost- 2m 22s Multi - Company impacts from Effective Cost and Overall Ledger Impact - 1m 29 s Conclusion - 48s |
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| Ajera Series: Navigation and General Workflow in Ajera - Recorded Session | In this 1-hour course, you will learn about the Ajera workflow, navigation, common terminology and concepts, tools available for support and government compliance. [Keywords and Related Searches - recorded session, online video, training video, basic, terminology, basic concepts, browser requirements, login, setup, tools, support, government compliance, project command center, time and expenses, billing rate tables, expense reports, invoices, payroll, project lifecycle, prepayment, DPE, learning center, manage column, project workflow, project lifecycle, lifecycle] |
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| Ajera Series: Navigation and General Workflow in Ajera - Recorded Session | In this 1-hour course, you will learn about the Ajera workflow, navigation, common terminology and concepts, tools available for support and government compliance. [Keywords and Related Searches - recorded session, online video, training video, basic, terminology, basic concepts, browser requirements, login, setup, tools, support, government compliance, project command center, time and expenses, billing rate tables, expense reports, invoices, payroll, project lifecycle, prepayment, DPE, learning center, manage column, project workflow, project lifecycle, lifecycle] |
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| Ajera Series: Security and Setup - Recorded Session | In this 2-hour course discusses the ways to set up security and other areas in the Setup Column in Ajera to achieve consistent results in Ajera. [Keywords and Related Searches - recorded session, online video, training video, contacts, employee, vendor, company preferences, clients, setup] |
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| Ajera Series: Entering Consultant Entries In Ajera - Infographic | Duration: 8m Read Learn about creating Consultant entries through Vendor Invoices in Deltek Ajera. Topics covered: Consultant Vendor Type Consultant Activities Consultant entry in a Vendor Invoice Commitment Management use in Consultant Vendor Invoices |
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| Ajera Projects and Scheduling Series: Scheduling Employees on Projects with Schedule Manager in Ajera - Learning Video | Duration: 21 m Learn about scheduling employees using the Schedule Manager in Deltek Ajera. Topics covered: Introduction- 34s Objectives - 23s Benefits and Risks - 1m 21s Scheduling Demonstration - 17m 41s Summary - 29s Conclusion - 32s |
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| Ajera Projects and Scheduling Series: Scheduling Employees on Projects with Schedule Manager in Ajera - Learning Video | Duration: 21 m Learn about scheduling employees using the Schedule Manager in Deltek Ajera. Topics covered: Introduction- 34s Objectives - 23s Benefits and Risks - 1m 21s Scheduling Demonstration - 17m 41s Summary - 29s Conclusion - 32s |
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| Ajera Projects and Scheduling Series: Reviewing Project and Scheduled hours by Employee in Ajera - Learning Video | Duration: 10m Learn how to view the hours budgeted, scheduled and entered by employees to projects and also see if non-budgeted employees have entered time to those projects using the Schedule Manager in Deltek Ajera. Topics covered: Introduction - 50s Objectives - 24s Benefits - 39s Role settings - 21s Risks - 57s Demonstration of reviewing hours in the Schedule Manager- 4m 57s Summary - 38s Conclusion - 45s |
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| Ajera Projects and Scheduling Series: Reviewing Project and Scheduled hours by Employee in Ajera - Learning Video | Duration: 10m Learn how to view the hours budgeted, scheduled and entered by employees to projects and also see if non-budgeted employees have entered time to those projects using the Schedule Manager in Deltek Ajera. Topics covered: Introduction - 50s Objectives - 24s Benefits - 39s Role settings - 21s Risks - 57s Demonstration of reviewing hours in the Schedule Manager- 4m 57s Summary - 38s Conclusion - 45s |
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| Ajera Projects and Scheduling Series: Using the Distribute Hours function in Schedule Manager in Ajera - Learning Video | Duration: 13m Learn about using the Distribute Hours function in the Schedule Manager in Deltek Ajera. Topics covered: Introduction - 43s Objectives- 12s Benefits - 45s Points to keep in mind when distributing hours - 20s Risks - 56s� Demonstration of using the Distribute Hours function in Schedule Manager - 8m 20s Summary - 37s Conclusion - 33s |
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| Ajera Projects and Scheduling Series: Using the Reporting Tools for Budgets and Schedules in Ajera - Learning Video | Duration: 10m Learn how to use reporting options to view budgeted hours vs. actual hours in Deltek Ajera. Topics covered: Introduction - 43s Objectives - 14s Benefits - 26s Budget Variance report orientation - 20s Risks - 29s Demonstration of using the Budget Variance report - 6m 13s Summary - 51 s Conclusion - 34s |
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| Ajera Projects and Scheduling Series: Using the Reporting Tools for Budgets and Schedules in Ajera - Learning Video | Duration: 10m Learn how to use reporting options to view budgeted hours vs. actual hours in Deltek Ajera. Topics covered: Introduction - 43s Objectives - 14s Benefits - 26s Budget Variance report orientation - 20s Risks - 29s Demonstration of using the Budget Variance report - 6m 13s Summary - 51 s Conclusion - 34s |
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| Ajera Project Manager Pathway Series: Project Command Center and Accounts Receivable - Recorded Session | In this 1.5-hour course, you will get an overview of the Project Command Center and how the project setup, billing type, billing rate table and invoice format interact to create the Client Invoice. [Keywords and Related Searches - recorded session, online video, training video, invoice adjustment, plan, snapshot report, progress report, plan report, billing types, time and expense billing, time & expense, billing, fee billing, setup projects, project templates, project setups, budget, billing review, ar, accounts receivable, wbs, work breakdown structure] |
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| Ajera Project Manager Pathway Series: Project Command Center and Accounts Receivable - Recorded Session | In this 1.5-hour course, you will get an overview of the Project Command Center and how the project setup, billing type, billing rate table and invoice format interact to create the Client Invoice. [Keywords and Related Searches - recorded session, online video, training video, invoice adjustment, plan, snapshot report, progress report, plan report, billing types, time and expense billing, time & expense, billing, fee billing, setup projects, project templates, project setups, budget, billing review, ar, accounts receivable, wbs, work breakdown structure] |
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| Ajera Project Manager Pathway Series: Schedule Manager - Recorded Session | In this 1-hour course, you will learn how to use the Schedule Manager in conjunction with the Project Command Center in Ajera to schedule employees on projects, manage schedules, and analyze project performance and employee workload. [Keywords and Related Searches - recorded session, online video, training video, budgeted hours, available hours, project hours, time & expense, budget variance report,inquiry, widget, phase resource, task, project, scheduling employees, work schedule] |
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| Ajera Project Manager Pathway Series: Closing Your Projects - Recorded Session | This 1.5-hour course provides an overview of steps to take during setting up and managing of a project to make closing your projects easier. [Keywords and Related Searches - recorded session, online video, training video, over-contract wip entries, moving entries, clear wip, project command center, restrict resources, entry status, pcc, close project, cap wip] |
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| Ajera Project Manager Pathway Series: Closing Your Projects - Recorded Session | This 1.5-hour course provides an overview of steps to take during setting up and managing of a project to make closing your projects easier. [Keywords and Related Searches - recorded session, online video, training video, over-contract wip entries, moving entries, clear wip, project command center, restrict resources, entry status, pcc, close project, cap wip] |
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| Ajera Reporting Series: Standard Reports and Report Views - Learning Video | Duration: 27 m Learn about using Standard Reports and creating Report Views in Deltek Ajera. Topics covered: Introduction and Overview - 57s Benefits and Risks - 58s Getting to Reports and Toolbar Options - 7m 9s Help Resources - 2m 10s Filtering Options - 1m 52s Customize Options - 2m 31s Exporting Reports- 1m 57s Report Views - 4m 17s Summary and Conclusion- 58s |
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| Ajera Series: Schedule Manager - Self Paced Learning | Duration: 57m Learn about the use of Schedule Manager in Deltek Ajera to include Scheduling employees, interaction with the Manage Tab in the Project Command Center, and using the Distribute Hours function for creating Schedules. Topics covered: Overview- 1m Read Setup Security and Preferences for Schedule Manager - 8m 12s Add Resources in the PCC and in Schedule Manager - 4m 30s Read View Budget and Scheduled Hours by Project and Employee - 25m 48s Distribute Remaining Hours by Week - 8m 15s Reporting for Budgets and Schedules - 8m 15s What Schedule Manager will not do - 30s |
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| Ajera Series: Schedule Manager - Self Paced Learning | Duration: 57m Learn about the use of Schedule Manager in Deltek Ajera to include Scheduling employees, interaction with the Manage Tab in the Project Command Center, and using the Distribute Hours function for creating Schedules. Topics covered: Overview- 1m Read Setup Security and Preferences for Schedule Manager - 8m 12s Add Resources in the PCC and in Schedule Manager - 4m 30s Read View Budget and Scheduled Hours by Project and Employee - 25m 48s Distribute Remaining Hours by Week - 8m 15s Reporting for Budgets and Schedules - 8m 15s What Schedule Manager will not do - 30s |
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| Ajera Series: Client Invoices - Recorded Session | In this 1.5-hour course, you will learn client invoicing workflow, how to work within client invoices to make needed changes and how to identify AR reports, AR inquiries and AR widgets. [Keywords and Related Searches - recorded session, online video, training video, invoice list, wip status, ar, reports, ar inquiries, ar widgets accounts, billing rate, aging report, adjustments deposits, credit memos, prepayment reports, prepayments, standard inquiries, marketing projects, overhead projects, split transaction, invoice adjustment, voided deposit, deposits, refund, cash receipt forecast] |
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| Ajera Series: Client Invoices - Recorded Session | In this 1.5-hour course, you will learn client invoicing workflow, how to work within client invoices to make needed changes and how to identify AR reports, AR inquiries and AR widgets. [Keywords and Related Searches - recorded session, online video, training video, invoice list, wip status, ar, reports, ar inquiries, ar widgets accounts, billing rate, aging report, adjustments deposits, credit memos, prepayment reports, prepayments, standard inquiries, marketing projects, overhead projects, split transaction, invoice adjustment, voided deposit, deposits, refund, cash receipt forecast] |
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| Ajera Series: Invoice Formatting and Customization - Recorded Session | In this 2-hour course, you will learn how to use the built in features of Invoice Formats to set up modified invoice formats in Ajera - add a custom text header and footer, customize column headings, include signature lines, subtotals, supporting details and many other common options. [Keywords and Related Searches - recorded session, online video, training video, invoices, standard formats, custom invoice designer, custom invoice, invoice format, custom] |
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| Ajera Series: Invoice Formatting and Customization - Recorded Session | In this 2-hour course, you will learn how to use the built in features of Invoice Formats to set up modified invoice formats in Ajera - add a custom text header and footer, customize column headings, include signature lines, subtotals, supporting details and many other common options. [Keywords and Related Searches - recorded session, online video, training video, invoices, standard formats, custom invoice designer, custom invoice, invoice format, custom] |
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| Ajera Series: Client Receipts - Recorded Session | In this 1-hour course, you will learn the client receipt workflow, the different types of client receipt operations and client receipt reports, inquiries and widgets. [Keywords and Related Searches - recorded session, online video, training video, receipts, prepayments, refunds, miscellaneous receipts, accounts receivable, ar, credit memo ] |
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| Ajera Series: Client Receipts - Recorded Session | In this 1-hour course, you will learn the client receipt workflow, the different types of client receipt operations and client receipt reports, inquiries and widgets. [Keywords and Related Searches - recorded session, online video, training video, receipts, prepayments, refunds, miscellaneous receipts, accounts receivable, ar, credit memo ] |
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| Ajera Series: Entering Receipts Client Receipt and Prepayments - Infographic | Duration: 6m Read Learn how to enter Receipts and Prepayments in Deltek Ajera. Topics covered: Entering Client Receipts Entering Prepayments |
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| Ajera Series: Entering Receipts Client Receipt and Prepayments - Infographic | Duration: 6m Read Learn how to enter Receipts and Prepayments in Deltek Ajera. Topics covered: Entering Client Receipts Entering Prepayments |
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| Ajera Series: Accounts Payable - Recorded Session | In this 1.5-hour course, you will learn how to enter and change Vendor Invoices and the workflow related to recurring Vendor Invoices. You will also learn about purchase orders, paying vendor invoices and vendor reports. [Keywords and Related Searches - recorded session, online video, training video, vendor, vendor credits, vendor invoices, purchase orders, paying vendor, vendor reports, vendor payments, vendor types, accounts payable, ap] |
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| Ajera Series: Accounts Payable - Recorded Session | In this 1.5-hour course, you will learn how to enter and change Vendor Invoices and the workflow related to recurring Vendor Invoices. You will also learn about purchase orders, paying vendor invoices and vendor reports. [Keywords and Related Searches - recorded session, online video, training video, vendor, vendor credits, vendor invoices, purchase orders, paying vendor, vendor reports, vendor payments, vendor types, accounts payable, ap] |
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| Ajera Series: Recurring Vendor Invoices - Self Paced Learning | Duration: 15 min Learn about the Setup, Creation and Paying of Recurring Vendor Invoices in Deltek Ajera. Topics covered: Role Settings - 30 s Setting Up Recurring Vendor Invoices- 5 m 30 s Create Recurring Vendor Invoices - 2 m 40 s Paying Recurring Vendor Invoices - 5 m 15 s |
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| Ajera Series: Recurring Vendor Invoices - Self Paced Learning | Duration: 15 min Learn about the Setup, Creation and Paying of Recurring Vendor Invoices in Deltek Ajera. Topics covered: Role Settings - 30 s Setting Up Recurring Vendor Invoices- 5 m 30 s Create Recurring Vendor Invoices - 2 m 40 s Paying Recurring Vendor Invoices - 5 m 15 s |
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| Ajera Series: Bank Registers, Credit Cards, and Reconciling - Recorded Session | In this 1.5-hour course, you will learn the importance of regular reconciliation of your bank register along with the proper way to reconcile a credit card register in Ajera. You will also know more about the processes involved with working in a bank register and a credit card register. [Keywords and Related Searches - recorded session, online video, training video, entries, workflow, register, statement, pay, credit card provider, closing statement period, credit card import log, credit card vendor, bank account setup, account, reconcile, bank reconciliation report] |
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| Ajera Series: Bank Registers, Credit Cards, and Reconciling - Recorded Session | In this 1.5-hour course, you will learn the importance of regular reconciliation of your bank register along with the proper way to reconcile a credit card register in Ajera. You will also know more about the processes involved with working in a bank register and a credit card register. [Keywords and Related Searches - recorded session, online video, training video, entries, workflow, register, statement, pay, credit card provider, closing statement period, credit card import log, credit card vendor, bank account setup, account, reconcile, bank reconciliation report] |
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| Ajera Series: Payroll Processing - Recorded Session | In this 2-hour course, you will learn about the effective cost, setup payroll from beginning to end, and payroll processing. You will also know more about reviewing and editing paychecks, paying employees and generating direct deposits, outsourcing payroll accruals, and reviewing applicable payroll reports. [Keywords and Related Searches - recorded session, online video, training video, payroll, in-house payroll, outsource payroll, third-party payroll, adp, quickbooks, paychecks] |
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| Ajera Series: Financial Statement Designer - Recorded Session | In this 1.5 -hour course, you will learn the step by step instructions for its properties and options as well as window elements Financial Statement Design toolbar, Workbook Properties and Content List options. [Keywords and Related Searches - recorded session, online video, training video, designer toolbar, financial statement, designs, statement groups, worksheet, workbook properties, balance sheet group, reports, financial reports, FSD] |
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| Ajera Series: Financial Statement Designer - Recorded Session | In this 1.5 -hour course, you will learn the step by step instructions for its properties and options as well as window elements Financial Statement Design toolbar, Workbook Properties and Content List options. [Keywords and Related Searches - recorded session, online video, training video, designer toolbar, financial statement, designs, statement groups, worksheet, workbook properties, balance sheet group, reports, financial reports, FSD] |
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| Ajera Series: Inquiry Basics Conditions and Links - Recorded Session | In this 1.5-hour course, you will go through step-by-step exercises that show you how to filter data in inquiries provided in Ajera by setting conditions on an inquiry, linking one inquiry to another and setting conditions on links between inquiries. [Keywords and Related Searches - recorded session, online video, training video, inquiry table layout, inquiry toolbar, standard inquiries, general process, custom inquiries, client invoice, condition, security setup, database] |
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| Ajera Series: Inquiry Basics Conditions and Links - Recorded Session | In this 1.5-hour course, you will go through step-by-step exercises that show you how to filter data in inquiries provided in Ajera by setting conditions on an inquiry, linking one inquiry to another and setting conditions on links between inquiries. [Keywords and Related Searches - recorded session, online video, training video, inquiry table layout, inquiry toolbar, standard inquiries, general process, custom inquiries, client invoice, condition, security setup, database] |
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| Ajera Series: Inquiry Formulas - Recorded Session | In this 1.5-hour course, you will learn how to use basic formulas to customize your Ajera inquiries. You will explore SQL functions that enables you to acquire more focused information in your inquiries. You will be shown how to filter amount columns using field criteria in a formula, use a string function to parse through a data field and use key fields in link columns. [Keywords and Related Searches - recorded session, online video, training video, advanced formulas, structured query language, sql, basic syntax, inquiry, reporting, report, queries] |
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| Ajera Series: Inquiry Formulas - Recorded Session | In this 1.5-hour course, you will learn how to use basic formulas to customize your Ajera inquiries. You will explore SQL functions that enables you to acquire more focused information in your inquiries. You will be shown how to filter amount columns using field criteria in a formula, use a string function to parse through a data field and use key fields in link columns. [Keywords and Related Searches - recorded session, online video, training video, advanced formulas, structured query language, sql, basic syntax, inquiry, reporting, report, queries] |
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| Ajera Series: Year End Reconciliation and Review - Recorded Session | In this 2-hour course, you will learn how to simplify year-end closing and increase your confidence with year-end procedures. You will be walked through all the steps required for year-end closing, including printing W-2s and 1099s. You will also learn Control Account reconciliation followed by methods to reconcile In-house payroll if needed. We will also show you the importance of backup schedules, data integrity, DPE and Overhead and cover reports that can be used on a yearly basis to insure profitability and peak employee utilization. [Keywords and Related Searches - instructor led class, training, year-end, reconciliation, government reporting, w 2, w-2, 1099, close year, year end] |
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| Ajera Series: Year End Reconciliation and Review - Recorded Session | In this 2-hour course, you will learn how to simplify year-end closing and increase your confidence with year-end procedures. You will be walked through all the steps required for year-end closing, including printing W-2s and 1099s. You will also learn Control Account reconciliation followed by methods to reconcile In-house payroll if needed. We will also show you the importance of backup schedules, data integrity, DPE and Overhead and cover reports that can be used on a yearly basis to insure profitability and peak employee utilization. [Keywords and Related Searches - instructor led class, training, year-end, reconciliation, government reporting, w 2, w-2, 1099, close year, year end] |
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| Ajera Reconciliation Troubleshooting: Trial Balance - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Trial Balance reconciliation problems, and how to troubleshoot a non-balancing Trial balance in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot] |
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| Ajera Reconciliation Troubleshooting: Trial Balance - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Trial Balance reconciliation problems, and how to troubleshoot a non-balancing Trial balance in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot] |
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| Ajera Reconciliation Troubleshooting: Cash Account - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Cash Balance reconciliation problems, as well as troubleshooting a non-reconciling Cash accounts in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot, cash account] |
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| Ajera Reconciliation Troubleshooting: Cash Account - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Cash Balance reconciliation problems, as well as troubleshooting a non-reconciling Cash accounts in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot, cash account] |
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| Ajera Reconciliation Troubleshooting: Accounts Receivable - Recorded Session | In this 1 -hour course, you will learn the most common items that may cause Accounts Receivable reconciliation problems, and learn how to troubleshoot non-reconciling accounts Receivable in Ajera. [Keywords and Related Searches - recorded session,online video, training video, ar, reconciliation, accounts receivable, gl, ledger, sub ledger ] |
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| Ajera Reconciliation Troubleshooting: Accounts Receivable - Recorded Session | In this 1 -hour course, you will learn the most common items that may cause Accounts Receivable reconciliation problems, and learn how to troubleshoot non-reconciling accounts Receivable in Ajera. [Keywords and Related Searches - recorded session,online video, training video, ar, reconciliation, accounts receivable, gl, ledger, sub ledger ] |
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| Ajera Reconciliation Troubleshooting: Prepayment - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Prepayment account reconciliation problems, as well as troubleshooting a non-reconciling Prepayment account in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot] |
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| Ajera Reconciliation Troubleshooting: Prepayment - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Prepayment account reconciliation problems, as well as troubleshooting a non-reconciling Prepayment account in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot] |
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| Ajera Reconciliation Troubleshooting: Accounts Payable - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Accounts Payable reconciliation problems, and troubleshooting a non-reconciling accounts payable in Ajera. [Keywords and Related Searches - recorded session, online video, training video, ap, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot, ap account] |
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| Ajera Reconciliation Troubleshooting: Accounts Payable - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Accounts Payable reconciliation problems, and troubleshooting a non-reconciling accounts payable in Ajera. [Keywords and Related Searches - recorded session, online video, training video, ap, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot, ap account] |
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| Ajera Reconciliation Troubleshooting: Work In Progress (WIP) - Recorded Session | In this 1-hour course, you will learn most common items that may cause WIP reconciliation problems, and how to troubleshoot non- reconciling WIP accounts in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot, work in progress] |
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| Ajera Reconciliation Troubleshooting: Work In Progress (WIP) - Recorded Session | In this 1-hour course, you will learn most common items that may cause WIP reconciliation problems, and how to troubleshoot non- reconciling WIP accounts in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot, work in progress] |
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| Ajera Reconciliation Troubleshooting: Salaries Payable - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Salaries Payable account reconciliation problems. It also covers reconciling your salaries payable account and troubleshooting a non- reconciling salaries payable account in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot] |
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| Ajera Reconciliation Troubleshooting: Salaries Payable - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Salaries Payable account reconciliation problems. It also covers reconciling your salaries payable account and troubleshooting a non- reconciling salaries payable account in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot] |
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| Ajera Series: Introduction to Add-on CRM for Ajera - Infographic | This infographic summarizes the discussion on Introduction to CRM, and includes an overview of CRM hubs, CRM module types, and features. [Keywords and Related Searches - Infographic, cheat sheet, quick reference, print, CRM, hubs] |
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| Ajera Series: Introduction to Add-on CRM for Ajera - Infographic | This infographic summarizes the discussion on Introduction to CRM, and includes an overview of CRM hubs, CRM module types, and features. [Keywords and Related Searches - Infographic, cheat sheet, quick reference, print, CRM, hubs] |
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| Ajera Series: Processing in Add-on CRM for Ajera Part 1 - Infographic | This infographic summarizes the discussion on CRM Processing Part 1, and focuses on the following CRM hubs: Opportunities, Firms, Employees, and Boilerplates. [Keywords and Related Searches - infographic, print out, cheat sheet, quick reference, CRM, Customer Relationship Management, hubs, boilerplates, firms, employees, opportunities] |
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| Ajera Series: Processing in Add-on CRM for Ajera Part 1 - Infographic | This infographic summarizes the discussion on CRM Processing Part 1, and focuses on the following CRM hubs: Opportunities, Firms, Employees, and Boilerplates. [Keywords and Related Searches - infographic, print out, cheat sheet, quick reference, CRM, Customer Relationship Management, hubs, boilerplates, firms, employees, opportunities] |
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| Ajera Series: Processing in Add-on CRM for Ajera Part 2 - Infographic | This infographic summarizes the discussion on CRM Processing Part 2, and focuses on the following CRM hubs: Contacts, Marketing Campaigns, and Activities. The calendar feature is also included in this infographic. [Keywords and Related Searches - infographic, print out, cheat sheet, quick reference, CRM, Customer Relationship Management, hubs, contacts, marketing, activities] |
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| Ajera Series: Processing in Add-on CRM for Ajera Part 2 - Infographic | This infographic summarizes the discussion on CRM Processing Part 2, and focuses on the following CRM hubs: Contacts, Marketing Campaigns, and Activities. The calendar feature is also included in this infographic. [Keywords and Related Searches - infographic, print out, cheat sheet, quick reference, CRM, Customer Relationship Management, hubs, contacts, marketing, activities] |
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| Ajera Advanced User Series: Formulas for Inquiries and Widgets - Recorded Session | This 45 minute recorded session focuses on CRM basics such as overview, CRM types, and functionality. This course is intended for CRM users, and personnel who maintain and manage CRM for the organization. [Keywords and Related Searches - recorded session, training, CRM, hubs] |
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| Ajera Advanced User Series: Formulas for Inquiries and Widgets - Recorded Session | This 45 minute recorded session focuses on CRM basics such as overview, CRM types, and functionality. This course is intended for CRM users, and personnel who maintain and manage CRM for the organization. [Keywords and Related Searches - recorded session, training, CRM, hubs] |
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| Ajera CRM Integration and Setup Portal | The training videos contained in the Portal are related to Ajera CRM/CRM Plus, not the Simple CRM that can be used with Ajera. It is not intended for Ajera users who also use DPS or Deltek Vantagepoint as a CRM source (training can be found in the DLZ for these under other Ajera courses). This training has three recorded walkthroughs, designed to be completed at your own pace. The first course covers Ajera CRM Integration Setup specifically, walking you through an orientation of the Integration Tab, followed by tips for integration. The second course covers the general workflow used in Integrating Ajera and the Ajera CRM. Finally we offer the CRM Orientation course, which will allow you to become familiar with the areas of the Ajera CRM. These videos are best viewed in Internet Explorer or Edge Browsers. The completion time may vary per user. [Keywords and Related Searches: Ajera CRM, CRM, Integration, CRM Integration, CRM Overview, Ajera CRM Overview, CRM Plus, Customer Relationship Management, support materials] |
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| Ajera Master Certification Exam | Duration: 1h30m The Deltek Professional Ajera Master Certification Exam validates skills within the Ajera product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Ajera Certified User. |
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| Ajera Core Certification Exam | Duration: 1h30m The Deltek Professional Ajera Core Certification Exam validates skills within the Ajera product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Ajera Core Certified User. |
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