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FIA A - Financial Accounting Part A

Precondition:

EFM START

Participants:

In general, participants are accounts receivable-, accounts payable- and G/L account accountants who will work with PORTOLAN applications every day. In addition, this course can also be recommended for key users and project participants who would like to attend the advanced course FIA B.

Objectives:

  • Basic course to gain basic knowledge about FIA
  • Acquisition of essential knowledge for system handling
  • Realization of standard posting operations
  • Aquisition of basic functions in FIA

Topics:

Master Data

  • Set-up of client-independent administration for the Personal Accounts Master
Voucher Maintenance
  • Administration of posting codes
  • Automatic voucher group generation
  • Standing journals
  • Deferred vouchers
  • Deposit slips
Reminders Management
  • Parametrization in reminders management (interests, charges, options)
  • Generation and execution of reminder proposals
  • Reminder history and reset of reminder processes
Payments Management
  • Parametrization in payments management
  • Generation and execution of payment proposals
  • Generation of data carriers
Lists and Analyses
  • Standard lists (lists for turnover, OI and balances)
  • Entry logs
  • Modification logs
  • Balance confirmation
  • Account statements
Account Information
  • Payment pattern
  • Set-up of individual account information

Duration:

3 days

Price:

on request