CSA Events

After completing this course, you will be able to:

• Learn best practices and how to navigate SmartList with Orbit DFM
• Learn best practices and how to navigate Navigation List within Orbit DFM
• Learn best practices and how to navigate Refreshable Excel within Orbit DFM
• Learn best practices and how to navigate Jet Reports within Orbit DFM
• Learn best practices and how to navigate SSRS Reports within Orbit DFM

After completing this course, you will be able to:

• Identify the functionality available for use in these parts of the system.
• Set up new records not limited to inventory items, reorder points, and vendor item numbers.
• Key and post transactions not limited to purchase orders, purchase requisitions, and physical inventory.
• Perform inquiry and reporting sufficiently.
• Balance and close the month sufficiently.

After completing this course, you will be able to:

• Identify the functionality available for use in this part of the system.
• Set up new records not limited to vendors.
• Key and post transactions not limited to invoices, and 1099’s
• Perform inquiry and reporting sufficiently.
• Balance and close the month sufficiently. 

After completing this course, you will be able to:

• Identify the functionality available for use in these parts of the system.
• Set up new records not limited to accounts, allocations, and account rollups.
• Key and post transactions not limited to journal entries.
• Perform inquiry and reporting sufficiently.
• Balance and close the month/fiscal year sufficiently.

After completing this course, you will be able to:

• Identify the functionality available for use in this part of the system.
• Set up new records not limited to customers.
• Key and post transactions not limited to invoices and cash receipts.
• Perform inquiry and reporting sufficiently
• Balance and close the month sufficiently.

After completing this course, you will be able to:

• Identify the functionality available for use in these parts of the system.
• Set up new records not limited to budgets and assets.
• Key and post transactions not limited to depreciation and retirements.
• Discuss bank reconciliation transaction options.
• Discuss steps to reconcile bank statements.
• Perform inquiry and reporting sufficiently.
• Balance and close the month sufficiently.

After completing this course, you will be able to:

• Identify the functionality available for use in this part of the system.
• Set up new records not limited to employees, deductions, and benefits.
• Set up new records not limited to ACA, emergency contacts. and dependents.
• Perform inquiry and reporting sufficiently.
• Balance and close the month sufficiently.

After completing this course, you will be able to:

• Employ best practices for billing pre-checks and recordkeeping.
• Generate queries and reports for consumption and billing information.
• Use the CALC window for multiple purposes.
• Void and rebill an account.
• Understand the rate change and approval process.
• Complete end-of-month processes for rates and statistical reporting.