Calendar

Jul
15
Mon
2019
System Administration @ Embridge Consulting Training Rooms
Jul 15 – Jul 16 all-day

System Administration – FULLY BOOKED

Course Description 
Covering a review of U4BW cornerstones and their management, system management monthly and non-monthly, managing and understanding workflow, reports, resources, users, roles, data control, batch input, IntellAgent overview, Flexi-Fields, forms, document archive and dynamic zoom.

Competence 
Users must be proficient in U4BW with a good understanding of U4BW cornerstones

Cost: 
£349.00 per day person, per day

Location
Embridge Training Rooms, Bristol BS1 6

Tags: #UNIT4 #systemadministration #U4BW #UBW

Jul
17
Wed
2019
Workflow Introduction for Business World
Jul 17 all-day
Workflow Introduction for Business World

Workflow Introduction for Business World Users 

Workflow Introduction 1Day

Covering an Introduction to U4BW workflow and its importance, its main elements/cornerstones of process definition, element types, distribution rules, users and roles, creating a basic workflow, and an introduction to managing workflow.

Chapter 1 : An Introduction to Workflow

We look at the Workflow process, terminology, its application, tables, service and planning.

Chapter 2 : Workflow Essentials

We look at Element typres, process defintions and tools, modelling, steps and distribution rules.

Chapter 3 : Creating a basic workflow

Hands-on experience of creating a basic workflow using our business process scenario.

Chapter 4 : Testing & Running Workflow

We take a look at entering Journals in U4BW, Workflow enquiries and maps.

Chapter 5 : Items to Follow Up

What is Items to follow up, triggering, the window and a Q&A exercise

Chapter 6 : Managing Users

How to support workflow user enquiries, subsitutions and workflow limits and supervisors.

The Course

Who is this course for:

Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.

Materials included:

Each trainee will receive a printed instruction manual and where appropriate, a training exercise book and Powerpoint training presentation.

Cost:

£349+VAT per person per day (a 2-day course will cost £698+VAT)

Embridge Training Hub Location

Training Feedback…

“The training was excellent with a lot of hands on”

Almir

IT Manager, Workflow for Beginners

“Very good content. Well delivered in a nice small classroom setting”

Paul

Workflow for Beginners

Other Courses you may like…

Ready to get started?

Get in touch, or download the booking form

Tags:  #UNIT4 #workflowIntroduction #U4BW #UBW

Jul
18
Thu
2019
Workflow Advanced for Business World
Jul 18 all-day

Workflow Advanced 1Day

The Workflow Advanced for Business World course will build on the Workflow for beginners course and include master file workflows, adding multi-level approvals via OR-Splits and/or distribution rules priorities, adding deadlines, escalations and email alerts.

Chapter 1 : Master file Workflow

We look at Master file Workflow and Project Master file, element types and approval setup, distribution rules, process defintion, new project in U4BW web and action rejected workflow.

Chapter 2 : Multi Level Approvals

We look at distribution rules, testing and approving level 1/multi level workflows and amending/Splits

Chapter 3 : Deadline, Escalations and Email Alerts

Covers user step deadlines, reminders, alert setup and escalations.

The Course

Who is this course for:

Users must be proficient in U4BW workflow with a good understanding and working knowledge of workflow cornerstones. It would be an advantage to have attended the previous Workflow introduction course as will build on the concepts outlined there.

Materials included:

Each trainee will receive a printed instruction manual and where appropriate, a training exercise book and Powerpoint training presentation.

Cost:

£349+VAT per person per day (a 2-day course will cost £698+VAT)

Embridge Training Hub Location

Tags; #UNIT4 #workflowadvanced #U4BW #UBW

Jul
30
Tue
2019
Planner Introduction for Business World @ Embridge Consulting Training Rooms
Jul 30 – Jul 31 all-day
Planner Introduction for Business World @ Embridge Consulting Training Rooms | England | United Kingdom

Planner Introduction for Business World

Course Description 
The Planner Introduction for Business World course covers Planner overview and processes.  Setting up (time frames, period links, versions, comparisons), entering planner transactions, fixed reg overview, forecasting Budgets & Balance Tables, import transactions, Excelerator & advanced planner overview, workflow and U4BW Module links.

Competence
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Back office and Web. It would be helpful to know/understand Unit4 Business World (UBW) cornerstones.

Cost
£349.00+VAT per person, per day

Location
Embridge Training Rooms, Bristol BS1 6

Tags: #UNIT4 #PlannerIntroduction #U4BW #UBW

Aug
6
Tue
2019
Interfaces & Data load for Unit4 Business World @ Embridge Consulting Training Rooms
Aug 6 all-day

Interfaces & Data load for Unit4 Business World – FULLY BOOKED

Course Description 
This course is designed to take users through different data load options covering BIF & Post back (for GL transactions), standard data load utilities (Core product), UK product data loads and a basic introduction to BIF9 Web services.

Competence 
Users must understand the fundamentals of U4BW and have exposure to the core modules.  An understanding of Excel is required together with basic system admin knowledge

Cost:
£349.00+ VAT per person, per day.

Location
Embridge Training Rooms, Bristol BS1 6

Tags:  #UNIT4 #interfaces&dataload #U4BW #UBW

Aug
7
Wed
2019
SQL for beginners using Unit4 Business World @ Embridge Consulting Training Rooms
Aug 7 all-day

SQL for Beginners

SQL for Beginners 1Day

This course is designed to educate finance type users to the basics of SQL for use in conjunction with Excelerator.  *Users must be advanced/regular Excelerator users.

The Course

Who is this course for:

Users must be advanced/regular Excelerator users – would be advantageous to have some background/working knowledge of computer programming languages.

Materials included:

Each trainee will receive a printed instruction manual and where appropriate, a training exercise book and Powerpoint training presentation.

Cost:

£349+VAT per person per day (a 2-day course will cost £698+VAT)

Aug
12
Mon
2019
Finance – How to Build a Client in Unit4 Business World @ Embridge Consulting Training Rooms
Aug 12 – Aug 13 all-day

Finance – How to Build a Client – FULLY BOOKED

Course Description 
Covering the key U4BW finance concepts of cornerstones, setting up U4BW to create a new company/client from scratch to post transactions to the General Ledger.

Competence
Users must be proficient in general/overall usage of U4BW Desktop and Web.  It would be helpful to know/understand U4BW cornerstones.

Cost
£349.00+VAT per day, per person.

Location
Embridge Training Rooms, Bristol BS1 6

Tags: #Unit4 #finance-howtobuildaclient #U4BW #UBW

Aug
14
Wed
2019
HR Introduction for Unit4 Business World @ Embridge Consulting Training Rooms
Aug 14 @ 9:30 am – 4:30 pm

HR Introduction for Unit4 Business World

Course description
This course covers the basic functionality in the HR module including position administration, employee relations and organisational charts.  It covers the creation of flexifields to capture some of the key data required within HR including minorities, disciplinaries etc and will look at reporting.

Competence
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand HR concepts and the requirements of an HR department.

Cost
£349.00 Per person, per day

Location
Embridge Training Rooms, Bristol BS1 6

Tags:  #UNIT4 #HR Introduction #U4BW #UBW

Aug
20
Tue
2019
Purchasing for Unit4 Business World @ Embridge Consulting Training Rooms
Aug 20 – Aug 21 all-day

Purchasing for Unit4 Business World

Course Description
Covering purchasing overview and link to AP.  Setup: products, purchasing (Requisitions to raising/amending Purchase Orders), workflow intro, goods receipt, supporting enquiries, and connection to AP invoice processing.

Competence 
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.

Cost: 
£349.00 + VAT per person, per day

Location
Embridge Training Rooms, Bristol BS1 6

Tags: #UNIT4 #purchasing #U4BW #UBW

Aug
27
Tue
2019
Advanced Reporting Training Course for Unit4 Business World @ Embridge Consulting Training Rooms
Aug 27 – Aug 28 all-day

Advanced Reporting 2 Day

This is a reporting course, introducing the Report Engine from an ARC/Xtra perspective as well as migrating existing ARC report to new technology e.g. Xtra.

Course Objectives

Understanding reporting fundamentals
Making adjustments to existing Xtra Reports Creating Xtra reports Migrating old ARC reports to new reporting technology (.rerx, Xtra);

Day 1 - Reporting Fundamentals

Latest Version, Installation and Updates Report Engine VS BW Database Server Reporting & Report Parameters Report Architecture Reporting Studio Fundamentals Syntax and Code – resql file Gathering and Handling Dataset – data file

Day 2 : Report DesignXtra & Designer Fundamentals

– Designing a report – repx file
– Running the Report from BW Menu
– 32bit (ARC) to 64bit (RERX) Migration (including Xtra Design) Differences between 32/64 bit Architecture (in BW) Migrating code from the – ARC file to RESQL Running the wizard to covert ARC to Xtra

The Course

Who is this course for:

This course is suitable for all users responsible for the development and maintenance of ARC and Xtra reports.

Materials included:

Each trainee will receive a printed instruction manual and where appropriate, a training exercise book and Powerpoint training presentation.

Cost:

£349 +VAT per person per day 

Embridge Training Hub Location

Sep
3
Tue
2019
Sales Orders for Unit4 Business World @ Embridge Consulting Training Rooms
Sep 3 – Sep 4 all-day

Sales Orders for Unit4 Business World

Course Description
Covering Sales overview and link to AR. Setup: products, raise sales orders (desktop & web) & invoicing, free-text invoicing, credit notes, workflow intro and supporting enquiries.

Competence 
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.

Cost
£349.00 per day, per person

Location
Embridge Training Rooms, Bristol BS1 6

Tags:  #UNIT4 #salesorder #U4BW #UBW

Sep
5
Thu
2019
Excelerator Introduction for Unit4 Business World @ Embridge Consulting Training Rooms
Sep 5 @ 9:30 am – 4:30 pm
Excelerator Introduction for Unit4 Business World @ Embridge Consulting Training Rooms | England | United Kingdom

Excelerator Introduction for Unit4 Business World

Course Description 
This is a detailed course which is designed to empower new users of Excelerator to use all the useful functionality without missing out on some key elements. This includes saving files, emailing and use of template reports.

Competence
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.

Cost
£349.00 per person, per day.

Location
Embridge Training Rooms, Bristol BS1 6

Tags: #UNIT4 #exceleratorintroduction #U4BW #UBW

Sep
10
Tue
2019
Accounts Payable (AP) for Unit4 Business World @ Embridge Consulting Training Rooms
Sep 10 – Sep 11 all-day

Accounts Payable (AP) for Unit4 Business World

Course Description
Covering AP and its link to Purchasing.  Setup AP: Suppliers, registering/posting/maintaining Invoices and credit notes, matching, using document archive, payment run/remittance, reversals and supporting enquiries.

Competence 
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.

Cost: 
£349.00 per person, per day

Location
Embridge Training Rooms, Bristol BS1 6

Tags: #UNIT4 #accountspayable #U4BW #UBW

Sep
17
Tue
2019
Workflow Introduction for Business World
Sep 17 @ 9:30 am – 4:30 pm
Workflow Introduction for Business World

Workflow Introduction for Business World Users 

Workflow Introduction 1Day

Covering an Introduction to U4BW workflow and its importance, its main elements/cornerstones of process definition, element types, distribution rules, users and roles, creating a basic workflow, and an introduction to managing workflow.

Chapter 1 : An Introduction to Workflow

We look at the Workflow process, terminology, its application, tables, service and planning.

Chapter 2 : Workflow Essentials

We look at Element typres, process defintions and tools, modelling, steps and distribution rules.

Chapter 3 : Creating a basic workflow

Hands-on experience of creating a basic workflow using our business process scenario.

Chapter 4 : Testing & Running Workflow

We take a look at entering Journals in U4BW, Workflow enquiries and maps.

Chapter 5 : Items to Follow Up

What is Items to follow up, triggering, the window and a Q&A exercise

Chapter 6 : Managing Users

How to support workflow user enquiries, subsitutions and workflow limits and supervisors.

The Course

Who is this course for:

Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.

Materials included:

Each trainee will receive a printed instruction manual and where appropriate, a training exercise book and Powerpoint training presentation.

Cost:

£349+VAT per person per day (a 2-day course will cost £698+VAT)

Embridge Training Hub Location

Training Feedback…

“The training was excellent with a lot of hands on”

Almir

IT Manager, Workflow for Beginners

“Very good content. Well delivered in a nice small classroom setting”

Paul

Workflow for Beginners

Other Courses you may like…

Ready to get started?

Get in touch, or download the booking form

Tags:  #UNIT4 #workflowIntroduction #U4BW #UBW

Sep
18
Wed
2019
Workflow Advanced for Business World
Sep 18 @ 9:30 am – 4:30 pm
Workflow Advanced for Business World

Workflow Advanced 1Day

The Workflow Advanced for Business World course will build on the Workflow for beginners course and include master file workflows, adding multi-level approvals via OR-Splits and/or distribution rules priorities, adding deadlines, escalations and email alerts.

Chapter 1 : Master file Workflow

We look at Master file Workflow and Project Master file, element types and approval setup, distribution rules, process defintion, new project in U4BW web and action rejected workflow.

Chapter 2 : Multi Level Approvals

We look at distribution rules, testing and approving level 1/multi level workflows and amending/Splits

Chapter 3 : Deadline, Escalations and Email Alerts

Covers user step deadlines, reminders, alert setup and escalations.

The Course

Who is this course for:

Users must be proficient in U4BW workflow with a good understanding and working knowledge of workflow cornerstones. It would be an advantage to have attended the previous Workflow introduction course as will build on the concepts outlined there.

Materials included:

Each trainee will receive a printed instruction manual and where appropriate, a training exercise book and Powerpoint training presentation.

Cost:

£349+VAT per person per day (a 2-day course will cost £698+VAT)

Embridge Training Hub Location

Tags; #UNIT4 #workflowadvanced #U4BW #UBW

Sep
24
Tue
2019
PCB Invoicing for Unit4 Business World @ Embridge Consulting Training Rooms
Sep 24 all-day

PCB Invoicing for Unit4 Business World

Course Description
Learning the setup behind the PCB invoice process in U4BW & understanding how to manage the invoice process. From an overview to creating the invoice and additional tools for PCB invoicing this course will cover all you need to know about setting up and using PCB Invoicing.

Competence
Users must be proficient in Unit4 Business World (U4BW) with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones and basic project setup.

Cost:
£349 per person per day

Location
Embridge Training Rooms, Bristol BS1 6

Tags: #UBW #PCBInvoicing #U4BW #Agresso

Oct
1
Tue
2019
Balance Tables for Unit4 Business World @ Embridge Consulting Training Rooms
Oct 1 all-day

Balance Tables for Unit4 Business World

Course Description 
Covering the concept and types of balance tables, how to create with data warehouses, reporting with balance tables, customise balance tables with basic SQL, what and how to create database views, using user defined number types and looking at transactional balance tables.

Competence 
Users should have basic U4BW knowledge with a good understanding and working usage of U4BW Back office and Web. It would be helpful to know/understand UBW cornerstones.

Cost 
£349.00 per person, per day.

Location
Embridge Training Rooms, Bristol BS1 6

Tags: #UNIT4 #balancetables #U4BW #UBW

 

Oct
2
Wed
2019
Browser Training for Unit4 Business World @ Embridge Consulting Training Rooms
Oct 2 all-day

Browser Training for Unit4 Business World

Course Description
The course covers detailed Browser enquiries and balance tables.

Competence 
Users must be proficient in U4BW, and Standard U4BW reporting (simple, setup) with a good understanding of U4BW cornerstones.

Cost 
£349.00 per person, per day

Location
Embridge Training Rooms, Bristol BS1 6

Tags:  #UNIT4 #browsertraining #U4BW #UBW

 

Oct
8
Tue
2019
Bank Reconciliation for Unit4 Business World @ Embridge Consulting Training Rooms
Oct 8 all-day

Bank Reconciliation

Course Description  
Covering U4BW Bank Reconciliation usage with importing bank statement, automatic and manual matching, match & cashbook maintenance, reconciliation confirmation and enquiries.

Competence 
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.

Cost 
£349.00 per person, per day

Location
Embridge Training Rooms, Bristol BS1 6

Tags: #UNIT4 #bankreconciliation #U4BW #U4BW

Oct
9
Wed
2019
Fixed Assets for Unit4 Business World @ Embridge Consulting Training Rooms
Oct 9 all-day

Fixed Assets for Unit4 Business World

Course Description
Covering the running of Fixed Assets from creating assets, capitalising, depreciation (and simulations), additions/revaluations/sales & disposals, changes and corrections, reversals, supporting enquries, and year end processes.

Competence
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.

Cost
£349.00 per person, per day.

Location
Embridge Training Rooms, Bristol BS1 6

Tags: #Unit4 #fixedassets # U4BW #UBW

Oct
15
Tue
2019
Accounts Receivable (AR) for Unit4 Business World @ Embridge Consulting Training Rooms
Oct 15 – Oct 16 all-day

Accounts Receivable (AR) for Unit4 Business World

Course Description 
Covering AR and its link to sales.  Setup AR: Customers, free-text and posting customer invoices and credit notes, matching, credit control/payment followup, record payments and reversals, and supporting enquiries.

Competence
Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones.

Cost
£349.00 per person, per day.

Location
Embridge Training Rooms, Bristol BS1 6

Tags: #UNIT4 #accountsreceivable #U4BW #UBW

Oct
22
Tue
2019
Introduction to Unit4 Business World training
Oct 22 all-day

Introduction to Business World 1Day

This course is designed to introduce the key concepts of U4BW to new users.  It will cover the menu layout, the U4BW Cornerstones and basic concepts.

Chapter 1 : An Introduction to Unit4 Business World

This is an introduction to Unit4 Business World looking at the modules, menus and toolbars, the desktop and status bar.

Chapter 2 : U4BW Fundamentals

We look at key fundamentals of Unit4 Business World including account rules, attributes and basic reporting.

Chapter 3 : Enquiries & Browsers

Hands-on experience of simple and advanced setup enquiries and browser enquiries.

Chapter 4 : General Ledger Posting

We take a look at journal postings, coding, date entry and general posting rules and guidance for transaction entry.

Chapter 5 : BIFS and Postback

We look at U4BW Batch input foratter (BIF), format of BIF spreadsheet, format of Postback spreadsheet and all financial transaction balancing.

Chapter 6 : Sales Orders, AR and Credit Notes

How to create a customer masterfile, entering cash receipts against invoices and entering credit notes.

Chapter 7 : AP, Suppliers and processing Invoices

We show you how to perform enquiries.

The Course

Who is this course for:

As an introduction course, no prior knowledge is expected from participants attending this course.

Materials included:

Each trainee will receive a printed instruction manual and where appropriate, a training exercise book and Powerpoint training presentation.

Cost:

£349+VAT per person per day 

Tags: #Unit4 #IntroductionToUnit4BusinessWorld #U4BW #UBW

Oct
29
Tue
2019
Business Books for Unit4 Business World @ Embridge Consulting Training Rooms
Oct 29 all-day

Business Books for Unit4 Business World

Course Description 

Covering an introduction, how to build and use Unit4 Business Books. Getting ready for, setting up, planning and using Business Books

Competence

Users must be proficient in U4BW with a good understanding and working knowledge of U4BW Backoffice and Web. It would be helpful to know/understand U4BW cornerstones and have some knowledge of Planner.

Cost

£349.00+ VAT per person, per day.

Tags; #UNIT4 #Businessbooks #U4BW #UBW

Oct
30
Wed
2019
IntellAgent for Unit4 Business World @ Embridge Consulting Training Rooms
Oct 30 all-day

IntellAgent for Unit4 Business World

Course Description 
Covering an understanding and types of IntellAgent (IA), how used/integrated within U4BW, creating simple/personal IA alert and advanced IA, understand IA directory polling, amendment logging, SQL with IA, AG16s and basic enquiries.

Competence
Users must be proficient in using U4BW Desktop and it would be advantageous to know how to create a basic browser enquiry.

Cost: 
£349.00 per person, per day.

Location
Embridge Training Rooms, Bristol BS1 6

Tags: #UNIT4 #intellagent #U4BW #UBW

 

Nov
5
Tue
2019
System Administration for Unit4 Business World @ Embridge Consulting Training Rooms
Nov 5 – Nov 6 all-day

System Administration for Unit4 Business World

Course Description 
Covering a review of U4BW cornerstones and their management, system management monthly and non-monthly, managing and understanding workflow, reports, resources, users, roles, data control, batch input, IntellAgent overview, Flexi-Fields, forms, document archive and dynamic zoom.

Competence 
Users must be proficient in U4BW with a good understanding of U4BW cornerstones

Cost: 
£349.00 per day person, per day

Location
Embridge Training Rooms, Bristol BS1 6

Tags: #UNIT4 #systemadministration #U4BW #UBW

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