E-LEARNING LESSONS

Strapped for time? The E-Learning Lessons are a quick and easy way to learn how to perform specific procedures in Ajera and PORTFOLIO through video demonstrations. The self-paced demonstrations are grouped into three sections so you can easily find what you need: All Lessons, By Job Type, and By Category. The length of each lesson is listed after the title.

 

All Lessons

See a complete listing of all E-Learning Lessons available.
Show all lessons

Lessons by Job Type

Choose from lessons that are available for your job type.

Principal, Project Manager, Marketing, Employee, or Accounting

Getting Started

Select Lesson 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)

Set up Ajera and PORTFOLIO

Company Information   Select Lesson Set up company preferences, part 1: general, accounts (3:31) Set up company preferences, part 2: project, billing (5:19) Set up company preferences, part 3: payroll, time, expense (5:53) Set up chart of accounts, departments (3:16)) Secure data, part 1: general, file, company, setup, manage tabs (4:49) Secure data, part 2: projects, reports, inquiry, notes tabs (5:03) Set up employees, part 1: general information (6:56) Set up employees, part 2: time & expense, security, payroll options (5:35) Set up employee detail for in-house payroll (6:58) Set up vendors (5:23) Set up bank accounts (4:16) Set up credit cards (3:53) Set up expense reports (3:48) Set up finance charges (5:00) Set up contacts (2:19) Set up auto-reversing journal entries (3:56) Set up and use allocated accounts (4:05) Set up and create recurring vendor invoices (5:35) Set up and create recurring journal entries (4:58)   Project Information   Select Lesson Set up activities (6:50) Set up clients (4:29) Set up billing rate tables, part 1: for labor (6:29) Set up billing rate tables, part 2: for expenses, consultants ) (2:36)   Projects   Select Lesson Set up general project information (4:06) Set up invoice and billing information(4:12) Set up project phases (3:54) Set up billing and invoice groups (3:10)

Beginning Balances

Select Lesson Introduction (1:00) Trial Balance (4:33) Bank Accounts (2:47) Vendor 1099 Paid (2:12) Open Vendor Invoices (3:34) Unpaid Client Invoices and Prepayments (4:05) Unbilled Work-in-progress (WIP) (3:00) Payroll (5:22) Projects (2:28)

Working with Ajera and PORTFOLIO

Clients   Select Lesson 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   Select Lesson 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   Select Lesson 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   Select Lesson 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

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

Managing Projects

Select Lesson 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

Select Lesson 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

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

Using a Payroll Service

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

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