| Date: |
Please email Dianne
for our upcoming training schedule
|
| Time: |
Half day course |
| Trainer: |
TBC |
| Location: |
Koorb Consulting |
Although the training will be held on AX 2009, the majority of
the content will still be relevant to users of other versions.
Agenda
Introduction
- Overview of Atlas XL functionality
Installation
- How to install into Excel
- How to log in
- Common issues
Reporting
- Main Table report
- Transaction report
- Pivot report
- Balance function
- Main table reference function
- Top 10 function
- Views - How to create in AX
Uploading
- Main table uploads
- Adding new records
- Updating existing records
- Advanced features
Journal uploads
Atlas version 4 overview
Information for all courses
Parking: Onsite parking is limited, however we will endeavour to
allocate a certain number of spaces for attendees on a first come,
first served basis. There is metered street parking available for
overflow, and there is also a nearby pay and display car park. We
will notify attendees of parking availability closer to the date,
once we have an idea of numbers.
Refreshments
Tea, coffee and filtered water will be provided, as will
morning/afternoon tea and/or lunch if appropriate to the duration
of the course.
Booking Terms and Cost
Courses require a minimum of 5 attendees to proceed. If we have
insufficient attendees we reserve the right to postpone your
booking to the next available course, or cancel the training
course. All registered attendees will be notified in advance should
this be the case. Confirmations will be sent out 10 days prior to
the course date. The courses are individually priced, please
contact dhenricksen@koorb.co.nz
for further information.
Cancellation and Alterations
Booking alterations may be made until 10 working days prior to
the course date. If a booking is cancelled within 10 days prior to
the course date, the full course fee will be charged.
If a booking is cancelled prior to the 10 working day close off,
a full refund is available.
The registered attendee may be substituted with another employee
at no charge.
Invoicing and Payment
Training costs will be invoiced on the normal monthly invoice,
subject to your standard terms of payment.
What do you need to bring?
Please bring a laptop to access a training environment on the
Koorb network.
You will be supplied handouts from the training, and a user
manual. Pen and paper will also be provided.