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.

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.

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.

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.

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.

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.

Demonstrates\Explains:

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

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.

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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.

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.

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.

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.

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.

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.

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

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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.

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.