AJS Virtual
Training
Fee Earner Fundamentals
The AJS Fee Earner Fundamentals course should be attended by all new AJS users and will cover everything you need to know and do as a user on AJS.
Bookkeeping Fundamentals
The four sessions will cover the fundamentals of the AJS Bookkeeping module. Each session is two hours long and is held on Tuesdays and Wednesdays in the middle weeks of the month.
Attendance at all four sessions is required.
The Short Classes
There are 8 short classes with each one lasting thirty minutes.
Classes are:
- Orientation
- Adding New
- Finding
- Editing
- Sending
- Collections
- FICA/KYC
- System Administrator
- Conveyancing
AJS Virtual
Training
Fee Earner Fundamentals
The AJS Fee Earner Fundamentals course should be attended by all new AJS users and will cover everything you need to know and do as a user on AJS.
Bookkeeping Fundamentals
The four sessions will cover the fundamentals of the AJS Bookkeeping module. Each session is two hours long and is held on Tuesdays and Wednesdays in the middle weeks of the month.
Attendance at all four sessions is required.
The Short Classes
There are 8 short classes with each one lasting thirty minutes.
Classes are:
- Orientation
- Adding New
- Finding
- Editing
- Sending
- Collections
- FICA/KYC
- System Administrator
- Conveyancing
Featured Short
Classes
01.
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Orientation Morning
TOPICS:
Login – Videos – Manuals – Portal
Orientation Afternoon
TOPICS:
Login – Videos – Manuals – Portal
Adding New Morning
TOPICS:
Client – Matters – Fees – Consultation – Tasks
Adding New Afternoon
TOPICS:
Client – Matters – Fees – Consultation – Tasks
Finding
Morning
TOPICS:
Find account – View Fees – Account Enquiry
Finding
Afternoon
TOPICS:
Find account – View Fees – Account Enquiry
Editing
Morning
TOPICS:
Quickview – Reports
Editing
Afternoon
TOPICS:
Quickview – Reports
Sending
Morning
TOPICS:
Invoice – Statements – Emails
Sending
Afternoon
TOPICS:
Invoice – Statements – Emails
Collections Morning
TOPICS:
Opening of clients and matters for a Collections setup
Collections Afternoon
TOPICS:
Opening of clients and matters for a Collections setup
Collections
Opening of clients and matters for a Collections setup.
FICA/KYC
Setting up fee earners, Sub fee earners, Posting codes – Managing fee books, Users, Company details
System Admin Training
Payment Requisitions Reports & Emails Statements & Credit Notes Live Practice
AJS Bookkeeper
Training
Bookkeeper 1
Opening Bookkeeper Accounts: Posting Batches – Receipts – Payments – Journals – Disbursements. Bank Charges: Online Receipts – Budgets.
Bookkeeper 2
Posting In Batches, Investment Payments, Investment Receipts, Correspondent Payments, Import Of Batches – Credit Notes – Reports – Import Of Fees – Auto Batches.
Bookkeeper 3
System Verify – Transfers – Update Requisitions – Bank Recon – Open Allocations.
Bookkeeper 4
Prep For Month End – Bulk Statements/Invoices – Running Month End Tasks – Manage Tasks, Artefacts, Setting Tasks, Read The View Log, Retrieve The Documents – Back Up.
