E-LEARNING LESSONS

Getting started

• Getting help (3:48) 
• Navigating (4:14)
• Working with lists and tables (5:00)
• Adding shortcuts to the dashboard (1:15)
• Viewing company information on the dashboard (3:04)
• Backing up your data (3:05) 

Setting up Ajera/PORTFOLIO

Company information

• Setting up company preferences, part 1: general and accounts  (3:31) 
• Setting up company preferences, part 2: project and billing  (5:19) 
• Setting up company preferences, part 3: payroll, and time and expense  (5:53) 
• Setting up chart of accounts and departments  (3:16) 
• Securing your data, part 1: general, file, company, setup, and manage tabs  (4:49) 
• Securing your data, part 2: projects, reports, inquiry, and notes tabs  (5:03) 
• Setting up employees, part 1: general information  (6:56) 
• Setting up employees, part 2: time and expense, security, and payroll options  (5:35) 
• Setting up employee detail for in-house payroll  (6:58) 
• Setting up vendors (5:23)
• Setting up bank accounts  (4:16) 
• Setting up credit cards (3:53)
• Setting up expense reports (3:48) 
• Setting up finance charges (5:00)
• Setting up contacts (2:19)
• Setting up auto-reversing journal entries (3:56)
• Setting up and using allocated accounts (4:05)
• Setting up and creating recurring vendor invoices (5:35)
• Setting up and creating recurring journal entries (4:58)

Project information

• Setting up activities  (6:50)
• Setting up clients (4:29)  
• Setting up billing rate tables, part 1: for labor (6:29)   
• Setting up billing rate tables, part 2: for expenses and consultants (2:36)   

Projects

• Setting up general project information (4:06)
• Setting up invoice and billing information (4:12) 
• Setting up project phases (3:54) 
• Setting up billing and invoice groups (3:10) 

• Beginning balances - introduction  (1:00) 
• Beginning balances - trial balance  (4:33) 
• Beginning balances - bank accounts  (2:47) 
• Beginning balances - vendor 1099 paid  (2:12) 
• Beginning balances - open vendor invoices  (3:34) 
• Beginning balances - unpaid client invoices and prepayments  (4:05) 
• Beginning balances - unbilled work-in-progress (WIP)  (3:00) 
• Beginning balances - payroll  (5:22) 
• Beginning balances - projects  (2:28) 

Working with Ajera/PORTFOLIO

Clients

• Entering client receipts  (6:35) 
• Changing client receipts  (5:24) 
• Client invoices: the basics  (6:23) 
• Changing client invoices  (10:33)  
• Creating and invoicing finance charges  (5:00)

Vendors

• Entering nonproject vendor invoices  (4:47) 
• Entering project-related vendor invoices  (2:52) 
• Managing vendor invoices  (2:16) 
• Managing vendor payments  (4:39) 
• Managing in-house expenses  (4:00)  

Bank and journals

• Entering credit card transactions  (4:26) 
• Reconciling and paying credit cards  (3:25) 
• Managing the bank register  (6:01)
• Managing journal entries  (6:00) 

Time and expense

• Entering time  (3:52) 
• Approving time  (4:10) 
• Entering expense reports  (3:28) 
• Approving and paying expense reports  (2:23) 
• Updating tasks assigned to you (PORTFOLIO) (3:41)
• Reviewing employee tasks (PORTFOLIO) (2:37) 

Quick tours

• Business Development (PORTFOLIO with BD)  (4:35)
• Project Command Center (PORTFOLIO) (5:34)
• Project Command Center (Ajera) (2:49) 
• Inquiry  (2:19)

Managing projects

• Project Command Center - a quick tour (PORTFOLIO) (5:34)
• Project Command Center - a quick tour (Ajera) (2:49)
• Business Development - a quick tour (PORTFOLIO with BD)  (4:35)
• Adding a project using a template (PORTFOLIO) (4:01) 
• Working with the work breakdown structure  (Ajera/PORTFOLIO) (3:51) 
• Budgeting top-down (PORTFOLIO) (6:47)
• Budgeting bottom-up (PORTFOLIO) (6:15) 
• Budgeting with Ajera (3:39) 
• Adding resources and tasks (PORTFOLIO) (2:16)  
• Managing BD Projects (PORTFOLIO with BD) (6:15) 
• Scheduling a project (PORTFOLIO) (1:56)
• Reports: Essential information  (3:25)  

Designing inquiries

• Inquiry - a quick tour (2:19)
• Adding and removing columns (3:25) 
• Working with columns (2:53)
• Setting conditions (2:56) 
• Adding links (3:48) 
• Creating custom inquiries (2:35) 
• Managing inquiries (3:42)

Processing U.S. payroll

• Setting up pays - in-house payroll (5:21) 
• Setting up taxes - in-house payroll (4:12) 
• Setting up deductions - in-house payroll  (2:32)
• Setting up fringes - in-house payroll (2:18) 
• Setting up overhead groups (2:11) 
• Setting up employees, part 1: general information  (6:56) 
• Setting up employees, part 2: time and expense, security, and payroll options  (5:35) 
• Setting up employee detail for in-house payroll  (6:58) 
• Setting up wage rate tables (optional) (3:59) 
• Managing U.S. payroll in-house (8:18) 

Using a payroll service

• Setting up pays - payroll service (2:24) 
• Setting up overhead groups (2:11) 
• Setting up employees, part 1: general information  (6:56) 
• Setting up employees, part 2: time and expense, security, and payroll options  (5:35) 
• Setting up wage rate tables (optional) (3:59) 
• Managing payroll services (4:00)