Training on
EasyFs Financials

Training is provided through a series of video presentations. Each presentation covers a number of functions\features and demonstrates how it helps to prepare financial statements. The training extends to key features of Microsoft Word and the interaction between Microsoft Word and EasyFs Financials. This is designed to enable users to gain the required skills needed to prepare fully customisable financial statements to meet the users needs.

Note: To view the video in full HD, please select the gears icon at the bottom right of the screen when the video is playing and set video quality to 1080p.

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How to setup a new financial statement file

 

Demonstrates/Explains:

  • how to open an existing file;

  • how to create a new file;

  • how to compact a file; and

  • how to backup a file.

11 Minutes
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How to import the trial balance

 

Demonstrates/Explains:

  • how to export the Excel format;

  • how to setup the trial balance in Excel;

  • how to auto-align the trial balances;

  • how to import trial balances;

  • how to round trial balance figures;

  • how to apply the trial balance; and

  • how to swap entity data, should the parent entity change.

13 Minutes
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How to create the adjusted trial balance

 

Demonstrates/Explains:

  • the types of adjusting entries (general journals, elimination entries and cashflow adjustment entries);

  • how each of the trial balance types are created;

  • how each type of adjustment entry impacts each of the trial balances;

  • how to split accounts; and

  • how to create new accounts.

10 Minutes
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How to setup groups/classifications

 

Demonstrates/Explains:

  • how the grouping structure works;

  • how group filters operate;

  • how to create a group structure;

  • how to create a group;

  • how to use the controls on the form and there purpose;

  • how to export groups to excel; and

  • how to remove dormant groups.

23 Minutes
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How to group/classify accounts - Main Form 1

 

Demonstrates/Explains:

  • how to use the main grouping form (Group Form 1);

  • how to select account items and view totals of selected items;

  • how to group/ungroup all selected accounts; and

  • how to select/deselect all filtered accounts.

8 Minutes
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How to group/classify accounts

 

Demonstrates\Explains:

  • how to group/classify accounts;

  • how to filter the trial balance;

  • how to edit group names;

  • how to swap/move the account grouping;

  • how to auto classify accounts;

  • how the adjustments passed impact each of the trial balances;

  • how to use the trial balances, if more than one set of financial statements need to be prepared with the same adjusted trial balances;

  • how to swap\move entire group levels;

  • how to delete unused accounts; and

  • how to view/export the grouped trial balances to Excel.

40 Minutes
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How to copy & paste in EasyFs Financials

 

Demonstrates\Explains:

  • how the copy & paste and what is performed by the system;

5 Minutes
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Part 1: How to prepare a statement

 

The presentation contains an overall explanation of the functions available, with the last 5 minutes  and parts 2 and 3 below containing demonstrations on the use of the functions.

Demonstrates\Explains:

  • the main functions available when preparing the financial statements;

  • the main controls that are used to create the financial statements;

  • the colour coding on the preparation form;

  • how the column/row visibility works;

  • how the sign (negative/positive conversion) and row formats work;

  • how the row width setting works;

  • how the column swap function works;

  • how to set consistent table widths;

  • how to creation a financial statement;

  • how to add rows; and

  • how to add word fields.

38 Minutes
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Part 2: How to prepare a statement

 

Demonstrates\Explains:

  • how to add trial balance and group data on a financial statement;

  • when to use each of the trial balance data types;

  • how to filter the trial balance;

  • how to add totals and basic calculations;

  • how to add dynamic fields;

  • how to add note number reference;

  • how to add percentages;

  • how to format the table;

  • how to set the row visibility;

  • how to generate the statement on word;

  • the types of word fields and how to use them;

  • how to link data from the statement to a word field; and

  • the relationship of combined fields and how to create a combined fields.

42 Minutes
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Part 3: How to prepare a statement

 

Demonstrates\Explains:

  • how to create note numbers and how it works within the system;

  • how note numbers interact with the statement;

  • how to create cell and row formats;

  • how to change a group names;

  • how to export the statement to Excel;

  • how to export the statement links to Excel;

  • the statement library function;

  • how to add statements to the library and use statements in the library;

  • how to create an example note using a library template;

  • how to setup an error control check;

  • the benefits of using EasyFs Financials over Excel;

  • the notes library and how to use it; and

  • how to merge cells.

40 Minutes
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Part 1: How to setup the Word Document

 

Demonstrates\Explains:

  • how to setup word field shading;

  • how to setup default tabs;

  • how to setup word styles;

  • how to link information to the word report (a simple copy and paste function);

  • how to create a cover page;

  • how to create a table of contents;

  • how to split a table without breaking the table;

  • how to add headers and footers;

  • how to add header items in a table of contents;

  • how to use bookmarks and cross referencing in word;

  • how to update the word document;

  • how to export the statements and word fields to Microsoft Word;

  • how to format/modify graphs created with EasyFs Financials;

  • the basic process of creating a financial report from scratch;

  • how to create a financial report from scratch using the basic functions;

  • how to add a cover page and section breaks;

  • how to set field shading to always;

  • how to include EasyFs Financial information on word that can be automatically updated.

35 Minutes
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Part 2: How to setup the Word Document

 

Demonstrates\Explains:

  • how to create the table of contents;

  • how to setup headers and footers and how to include header items in the table of contents;

  • how to create a style in word;

  • how to create a bookmark and cross reference bookmarks; and

  • how to view and use the navigation pane.

24 Minutes
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Part 3: How to setup the Word Document

 

Demonstrates\Explains:

  • how to add a statements to the word document;

  • how to split a table to be able to update it automatically;

  • how to include note numbers on the word document;

  • how to convert table data to text;

  • how to set the standard word tab size;

  • how to customise the table of contents to 2 levels;

  • how to cross reference to a header page number;

  • how the information is automatically updated on the word document; and

  • how to check the word document to ensure information is linked.

29 Minutes
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Part 1: How to format Microsoft Word documents

 

Part 1 & 2, demonstrates\explains a few of Ms Word's more advanced options when creating financial statements on Microsoft Word.

Demonstrates\Explains:

  • some common word short cut keys;

  • how to use paragraph markers and why;

  • how to turn field visibility to view always;

  • how to insert a cover page or create a custom cover page;

  • how to save a custom cover page and how to use stored custom cover pages;

  • how to use styles in word and create custom styles;

  • how to convert a table to text;

  • how to use the navigation pane to sort/order sections on word;

  • how to insert a table of contents;

  • how to display the styles pane;

  • how to save a custom style set;

  • how to save a theme of styles; and

  • how to update the table of contents.

31 Minutes
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Part 2: How to format Microsoft Word documents

 

Demonstrates\Explains:

  • how to include headers in the table of contents;

  • how to use page breaks and section breaks;

  • how to link/unlink headers and footers from previous sections;

  • how to setup portrait and landscape pages on word;

  • how to use paragraph spacing;

  • how to modify the table of contents;

  • how to use, adjust and move tab stops in word;

  • how to align numbers in a word table or document;

  • how to split a table and repeat table headers;

  • how to apply page headers and footers on a document; and

  • how to customise bullet point.

35 Minutes