Tutorial

The tutorial will be shown the first time a user logs in.

 

  • The tutorial will guide users through creating the tutorial report, importing a Trial Balance, creating Adjustments, importing Disclosures, navigating through the software and much more
  • Sufficient user rights are needed to be able to complete the tutorial. Details of the required rights are shown below

 

To restart or turn the tutorial on or off:

 

To complete the tutorial:

  • Read each step and perform any ACTION points within it. Some steps are for information only
  • Once each step is complete, click the arrow to move on
  • We recommend completing the tutorial in one session. It should take less than one hour
  • However, if this is not possible, a message will be displayed the next time a user logs in giving the steps to get back to the correct screen to resume the tutorial. The same message will be displayed if an incorrect screen is visited during tutorial, enabling the user to return to where they were

 

The following user rights are required as a minimum to complete the tutorial. If you are a user, your Administrator or Manager can assign you the required user rights in Manage users.

 

Image shows the User rights screen in the software. Switches have been turned on and off for various user rights settings.

 

 

Familiarisation

Spend some time creating test entities and reports and becoming familiar with the software:

  • Different report options
  • Importing Trial Balances
  • Allocating Trial Balances including Auto Allocation
  • Post an adjustment
  • Edit a description in Chart of Accounts
  • Importing Disclosures
  • Editing paragraphs and tables
  • Turning notes and sections on and off
  • Produce outputs including the report and Audit Trails

 

 

Training session with Accurri

  • It is recommended that all users complete the tutorial and then book in for the training session with one of our Accurri experts. There is no charge for this session.  For clients with more than one user, this session will be presented as a team session.
  • The training session is delivered online and lasts about 2.5 hours. We will answer your specific questions, address your challenges and issues and help you to set-up your first Accurri based report.
  • Administrators and Managers can book a training session in Manage users . Due to the high demand for this type of training please allow at least 7 days between the time of request and the date on which the next session may be available

 

 

Recommended reading

If you only read one section of the User Guide it should be the Understanding the report screens topic, spending a few minutes reading the topic will save a huge amount of time while learning the software.

 

Read the recommended reading outlined below:

 

 

Video help

  • Video help is available from within the User Guide.  
  • The Videos page of the Accurri website includes recordings from monthly training and focus sessions.