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Training Guide

Training Guide

Owned by Adam Davis
Last updated: yesterday at 06:42 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 for our training company Xeno AG,

  • Imported the Trial Balance data, and

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

The training material is designed as a hands-on approach ensuring you gain practical experience with Apliqo FPM while mastering its core functionality. The Apliqo FPM concepts will be explained. We use guided walk-thoughts to show each step of the process to achieve the learn goals. You are encouraged to read through the material and follow along with the walk-through.

What You'll Learn:

  1. Setup FPM core structures and import data.

    1. Core Business Structures: Understand how to model your company's dimensions. In the training we will setup the Cost Centers and Customer Business Segments.

    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: Create multiple working versions of the forecast or budget. How the year-to-date actuals are integrated in the forecast. How the final forecast and budgets are snap-shotted for financial reporting.

    2. Business Segments for Planning: Setting up the Operational Business Segments for planning.

    3. Planning Chart of Accounts: Set up the Operational Chart of Accounts for planning.

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

  3. Administration: Security and system settings.

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

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

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