Training Guide

Owned by Adam Davis
Last updated: Dec 19, 2024 by Andreas Alex
2 min read

Introduction to the Training

Welcome to the Apliqo FPM training program! In this session, you will be guided through the essential setup steps needed to effectively report and plan using Apliqo FPM. All necessary data and metadata have been pre-provided to facilitate your learning experience.

By the end of this training, you will have:

  • Configured business segment structures and the chart of accounts,

  • Imported GL data, and

  • Prepared a forecast and budget for the training company, Xeno AG.

This hands-on approach ensures you gain practical experience with Apliqo FPM while mastering its core functionality.

Quick Facts About Apliqo FPM

What You'll Learn:

  1. Setup FPM core structures and import data.

    1. Core Business Structures: Understand how to model your company's dimensions, including business segments like cost centers, profit centers, and departments.

    2. Operational Chart of Accounts: Dive deep into setting up and maintaining the foundation of financial reporting and planning with clear guidance on trial balances, fixed accounts, and KPI calculations.

    3. Time and Version Management: Learn to configure financial periods, manage planning versions, and handle forecasting with precision.

    4. Data Integration and Automation: Explore efficient methods to integrate external data, manage currency conversions, and automate critical processes.

  2. Setup planning structures and driver-based planning

    1. Planning Versions

    2. Business Segments for Planning

    3. Planning Chart of Accounts

    4. Driver-Based Planning: Discover how to utilize planning drivers to forecast revenues and expenses with accuracy.

  3. Security

  4. Reporting: Gain insights into ensuring data integrity through robust security measures while leveraging advanced reporting tools for actionable insights.

This training manual is designed to provide step-by-step instructions, practical exercises, and guided walkthroughs to help you achieve proficiency in Apliqo FPM. Let's embark on this journey to unlock the full potential of your financial performance management system!

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