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Training

 
 

ENHANCE YOUR SKILLS

FreeBalance believes strongly in setting our customers up for success. FreeBalance training is a great way to upgrade your skills with our products, learn new tips and techniques, and find out what’s new with the software you use every day.

At FreeBalance, we know our customers are busy, so in addition to our scheduled training courses, we also offer customized training and additional dates as required.

Training Notes

  • Course dates, times and rates are subject to change at FreeBalance’s discretion.
  • Classes may be canceled if a minimum number of students do not enroll. If the class is canceled by FreeBalance, you will be notified prior to the class start date.
  • A 50% cancellation fee will apply if the student cancels less than one week before the start date of the course. A 100% cancellation fee will apply if the student cancels less than 48 hours before the start date of the course or does not show up and does not cancel. All student cancellations must be in writing (email or fax).

Registration

To register for an upcoming training course please download the Information and Registration Form and send it to info@freebalance.com. A confirmation e-mail will be sent to participants following registration. Course details will be sent to all participants the week before training.

Location

Scheduled training courses take place at 411 Legget Drive, Suite 210 – Ottawa, Ontario. Customized and on-site training courses can also be arranged by contacting FreeBalance at info@freebalance.com.

 

FreeBalance Performance Budgeting for Human Capital – System Administrator Training

November 24 - 25, 2016

This course provides participants with the necessary knowledge to the Human Resources Module and the Leave Banks and Liabilities Module in FreeBalance Performance Budgeting for Human Capital, process pay transactions within the application and export pay files to the department financial system.

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Course Objective:

This course provides participants with the necessary knowledge to the Human Resources Module and the Leave Banks and Liabilities Module in FreeBalance Performance Budgeting for Human Capital, process pay transactions within the application and export pay files to the department financial system.

Target Audience:

System Administrator (process of the interfaces).

Prerequisites:

End User FreeBalance Performance Budgeting for Human Capital.

Topics Covered:

Overview of the Salary Management Modules:
  • P5.Budgeting and Forecasting Module
  • P6.Payroll and Financials Module
  • P7.Human Resources Module
  • P8.Leave Banks and Liabilities Module
Interaction with departmental systems:
  • Human Resources System
  • Financial System
Inter-relationship of key tables in PBHC:
  • Employee, Position, Assignments, Expenditures, Reports, etc.
System Management Components - Functional:
  • Security and Access Control
  • FCB Validation
  • Procedures Library
  • Situation and Assignment Synchronization
  • System Parameters
System Management Components - Technical:
  • Optimum Setup (Application Server vs Database Server)
  • Replicates
  • Icon Properties
  • Active Sessions
  • Locks Definition
  • Active Locks
  • PBHC Environment Management
  • Check Database Integrity
  • Update Database Definition
  • Registered Workstation
  • Secondary Database Connections (Data Warehousing and Reports)
P5: Budgeting and Forecasting Module - System Administrator Functions
  • Groups and Classifications
  • Cost Items and Cost Item Scale/Collective Agreements (Maintenance)
  • Situation Codes (Default Values)
  • Pay Schedule, Work Schedule
  • Cost Item Attribution
  • FY Closing/Opening
  • Accounting Period Closing/Opening
  • Messaging
  • Reports (Null Values, Reports View Definition)
  • Scenario (Deletion, Extending Fiscal Year, Fiscal Year Dependency of Tables, Rollback Function)
  • Batch Updates (Reorganization, Impact on Expenditures)
P6: Payroll and Financial Module – System Administrator Functions
  • FCB Import
  • Budgets Import
  • Payroll Import, Processing and Export
  • PAYROLL AND JV IMPORT/EXPORT
    1. Pay Entitlement Cost Items
    2. Pay Entitlement Codes Matrix
    3. Specific Distribution Rules
    4. Payroll - Processing Action Configuration
    5. Payroll Import
    6. Payroll Processing
    7. Payroll Export
    8. Accounting Period Access Restrictions Flags
  • Accruals Generation and Export
  • Commitments Definition, Generation and Export
  • Forecasts Definition, Generation and Export
  • Tasks Scheduler Functionality
  • Steps used by Payroll Process  (Flow chart)
P7: Human Resources Modules - System Administrator Functions
  • Employee, Position, Assignments (Initial Load vs Permanent Link)
  • Staffing Action Request
P8: Leave Banks and Liabilities Module - System Administrator Functions
  • Banks Definition (Types)
  • Default Rate
  • Banks Import
  • Liabilities Generation
  • Liabilities Export
 

FreeBalance Performance Budgeting for Human Capital – Year-End Training

November 28, 2016

This is a course intended for users who have responsibility for carrying out Fiscal Year End and Next Year Start procedures in FreeBalance Financials.

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Course Objective:

This course is intended for users who have responsibility for carrying out Fiscal Year End and Next Year Start procedures in FreeBalance Financials.

Target Audience:

Users who are assigned to carry out a fiscal year end transition for their organization.

Prerequisites:

Completion of the Introduction to FreeBalance Financials course.

Topics Covered:

  • Verify System Setup for Year-End Processing
  • Print Trial Balance and Financial Statements
  • Process all Commitments/Obligations
  • Complete All Year-End Payment Processing
  • Verify Database and Run Fiscal Year-End
 

FreeBalance Performance Budgeting for Human Capital – Technical Training

November 29 - 30, 2016

This course will provide technical architecture, install and configure the Performance Budgeting for Human Capital (PBHC) database, application server and client.

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Course Objective:

This course will provide technical architecture, install and configure the Performance Budgeting for Human Capital (PBHC) database, application server and client.

Target Audience:

Application System Administrators of FreeBalance Performance Budgeting for Human Capital.

Prerequisites:

End user training.

Topics Covered:

  • PBHC System Architecture Concepts
  • PBHC Architecture
  • PBHC Deployment Methodology
  • Environment Console
  • Partitions
  • Reporting Users
  • Data Warehouse Users
  • Reporting and Data Warehouse User Cleanup
  • Application Server Installation
  • Database installation, setup and configuration
  • Client installation
  • Database Removal
  • Application Server Removal
  • Concurrent Application Server Deployment
 

FreeBalance Revenues Training

December 8, 2016

This course provides an in-depth view of the functionality within the FreeBalance Revenues module. FreeBalance Revenues provides you with complete billing and cash collection functionality and offers you such functionality as the calculation of interest on late payments.

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Course Objective:

This course provides an in-depth view of the functionality within the FreeBalance Revenues module. FreeBalance Revenues provides you with complete billing and cash collection functionality and offers you such functionality as the calculation of interest on late payments.

Target Audience:

Users responsible for the accounts receivable functions within an organization.

Prerequisites:

Completion of the Introduction to FreeBalance Financials course recommended.

Topics Covered:

Billing Process
  • Sales Invoices
Accounts Receivable
  • Cash sales
  • Sales Vouchers
  • Debit and Credit Notes
  • Cash Receipts
  • Cash Reconciliation
  • Bank Deposit
Collection Activity
  • Calculation of Interest
  • Customer Statements
  • Dunning Letters
Inquiries and Reporting
  • Customer Account Inquiry
  • Billing Reports
  • Accounts Receivable Reports
Controls Tables and Interfaces
  • Revenue Management tables and Parameters and their impact on the system
  • Definitions and System tables that can assist in the customer management process
 

FreeBalance Financials – Controls Training

December 1 - 2, 2016

This course provides an in-depth view of the functionality within the FreeBalance Controls sub-module. FreeBalance Controls allows you to quickly and easily configure the entire system to operate according to your organization's policies, procedures and business rules.

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Course Objective:

This course provides an in-depth view of the functionality within the FreeBalance Controls sub-module. FreeBalance Controls allows you to quickly and easily configure the entire system to operate according to your organization's policies, procedures and business rules.

Target Audience:

  • Functional system administrators
  • Financial or business analysts
  • Solution or process designers
  • "Super-users"

Prerequisites:

None

Topics Covered:

System Structure
  • Organizational Profile
  • Implementation of Fiscal Year
  • Periodic Functions and their impact on an organization
  • Review and application of fiscal year end processes
  • System Integrity check - internal verification of financial transactions
System Parameters
  • Global Parameters
  • Audit Trail Rules
  • Other Module Parameters
  • How Parameters affect system functionality
System Security
  • Functional Security Classes and their impact on the system
  • Examples of common functional classes - such as system administrator
  • User Group Security (data access rights)
  • User Profiles - how to manage accessibility into the system
  • System administrator functionality
Chart of Accounts Setup
  • Chart of Account Groups, Elements and Tables
  • Predefined Group - Object Table
  • Coding Blocks
  • How the Chart of Accounts works and its impact on the system and reporting
User Preferences
  • Inbox - how to control and manage your functionality in the system
  • Go to Screens - shortcuts to accessing the system
  • How to define other systems within a user profile
Table Data: Impact of Tables on the Application
  • Common Tables
  • Tax Tables
  • Module Tables
  • Table Reports
  • Vendor and customer tables
  • How to manage tables and use them to manage the system
 

FreeBalance Core Financials Training

December 5 - 7, 2016

Introduction to FreeBalance Financials is an intensive introductory course designed to help you get the most from FreeBalance Financials - the core component of the FreeBalance Accountability Suite. FreeBalance Financials offers all of the fundamental corporate and budget/project-level management functionality required for an integrated financial management system.  This course provides an in-depth view of the following sub-modules: FreeBalance Appropriations, FreeBalance General Ledger (G/L), and FreeBalance Expenditures; (also includes highlights of FreeBalance Controls).

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Course Objective:

Introduction to FreeBalance Financials is an intensive introductory course designed to help you get the most from FreeBalance Financials - the core component of the FreeBalance Accountability Suite. FreeBalance Financials offers all of the fundamental corporate and budget/project-level management functionality required for an integrated financial management system.  This course provides an in-depth view of the following sub-modules: FreeBalance Appropriations, FreeBalance General Ledger (G/L), and FreeBalance Expenditures; (also includes highlights of FreeBalance Controls).

Target Audience:

  • Functional system administrators
  • Financial or business analysts
  • Solution or process designers
  • "Super-users"

Prerequisites:

None

Topics Covered:

FreeBalance Appropriations sub-module
  • Allotment levels and how they can assist in management of expenditures
  • Definition of budgets and forecasts
  • Commitments, inquiries and reporting
  • How to manage and control budgets
  • Planning and controlling expenditures
FreeBalance General Ledger (G/L) sub-module
  • Entry of Journal Vouchers (JV)
  • Inquiries, financial statement & balance sheet reporting
  • Open balances, correction of entries, and how to utilize the JVs in the G/L
  • Definition and explanation of G/L
  • Usage of JVs - how to manage the JV process effectively
  • Implications and tracking of G/L entries
  • G/L Reporting
FreeBalance Expenditures sub-module
  • Entry of expense vouchers and cash sales
  • Inquiries and reporting
  • Selection of vouchers for payment
  • Payment of vouchers
  • Production of checks
  • How to utilize and manage the invoice payment process effectively
  • Definition and application of payment and accounts payable processes
  • Definition and application of prepaid expenses
 

FreeBalance Purchasing Training

December 9, 2016

This course provides an in-depth view of the functionality within the FreeBalance  Purchasing module. FreeBalance Purchasing offers a complete integrated procurement  solution, which allows you to process  multi-item requisitions and purchase orders, spanning many fiscal years.

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Course Objective:

This course provides an in-depth view of the functionality within the FreeBalance  Purchasing module. FreeBalance Purchasing offers a complete integrated procurement  solution, which allows you to process  multi-item requisitions and purchase orders, spanning many fiscal years.

Target Audience:

  • Users within the material management and/or procurement fields
  • Users who are functionally accountable for the procurement process
  • Users who will be creating requisitions for the later purchase of goods or services
  • Contract administration officers

Prerequisites:

  • Experience in the procurement field recommended
  • Completion of Introduction to FreeBalance Financials course recommended

Topics Covered:

Establishment/Management of Procurement or Material Management Function
  • Definitions and application of procurement theories and processes
  • How to manage the procurement process
  • Reporting and controlling contractual obligations
  • Tables and parameters for Purchasing
Setup of Requisitions and Purchase Orders
  • How to effectively manage and control the requisition and procurement process
  • How to reserve funds in the budget for requisitions
  • How to utilize the requisition process as a bidding tool
  • How to effectively negotiate contracts with suppliers
  • How to report and track obligations in the system
Receivership or Return of Goods and/or Services Under Established Purchase Orders
  • Receivership and management of goods and services for contracts
  • How to manage your inventory and relationships with suppliers
  • How to create a temporary asset by creating a goods received note
  • How to manage the return of goods to a supplier for unacceptable material
  • How the goods received note becomes an effective tool for payment in the Expense Voucher Purchase Order
Tracking of Contractual and Material Management Information
  • Tracking of Obligations in the system
  • Supplier and contract management
  • Reporting and controlling of material management obligations
 

FreeBalance Technical Training – Oracle

December 12 - 13, 2016

This course provides technical training for system administrators in organizations that use FreeBalance Financials in an Oracle Server RDBMS environment.  The objective of the course is to guide the user through system set-up and maintenance.

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Course Objective:

This course provides technical training for system administrators in organizations that use FreeBalance Financials in an Oracle Server RDBMS environment.  The objective of the course is to guide the user through system set-up and maintenance.

Target Audience:

Technical system administrators using FreeBalance Financials in an Oracle Server RDBMS environment.

Prerequisites:

Experience with the installation and maintenance of enterprise systems.

Topics Covered:

System Architecture
  • Ensuring environment readiness stacks
  • Installation processes - plan and carry out an installation
  • Upgrade process - plan and carry out an upgrade
  • Application server - setup and maintenance
  • Advanced configuration
  • Environment promotion
  • RDBMS migration
  • Maintenance and support
 

FreeBalance Technical Training – MS SQL

December 14 - 15, 2016

This course provides technical training for system administrators in organizations that use FreeBalance Financials in a Microsoft SQL Server RDBMS environment.  The objective of the course is to guide the user through system set-up and maintenance.

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Course Objective:

This course provides technical training for system administrators in organizations that use FreeBalance Financials in a Microsoft SQL Server RDBMS environment.  The objective of the course is to guide the user through system set-up and maintenance.

Target Audience:

Technical system administrators using FreeBalance Financials in a Microsoft SQL Server RDBMS environment.

Prerequisites:

Experience with the installation and maintenance of enterprise systems.

Topics Covered:

System Architecture
  • Ensuring environment readiness stacks
  • Installation processes - plan and carry out an installation
  • Upgrade process - plan and carry out an upgrade
  • Application server - setup and maintenance
  • Advanced configuration
  • Environment promotion
  • RDBMS migration
  • Maintenance and support
 

FreeBalance Performance Budgeting for Human Capital – End User Training

November 21 - 23, 2016

This course will provide the basic knowledge required to use the Budgeting and Forecasting Module (P5) of FreeBalance Performance Budgeting for Human Capital.

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Course Objective:

This course will provide the basic knowledge required to use the Budgeting and Forecasting Module (P5) of FreeBalance Performance Budgeting for Human Capital.

Target Audience:

End-users of FreeBalance Performance Budgeting for Human Capital.

Prerequisites:

None

Topics Covered:

  • Understanding FreeBalance Performance Budgeting for Human Capital
  • Employee Window
  • Position Window
  • Assignment Window
  • Global Costs Window
  • Journal Voucher Window
  • Retroactive Expenditures Distribution Window
  • Expenditures Window
  • Dollar Budgets Window
  • Time Budgets Window
  • Banks Window
  • Report Window
  • Scenario Window
  • Tables Folder
  • Batch Update Window
  • Messaging Window