MRI Finance Enterprise Training Package – OpenAccounts Executive Desktop Reporting
This consultancy package is aimed at companies who have been using MRI Finance Enterprise (OpenAccounts) for some time and wish to undertake a refresher in producing financial reports for stakeholders and for statutory purposes. Your internal reporting requirements may have evolved since implementation and the business may have changed too. We will work with you to review existing business reporting requirements within MRI Finance Enterprise (OpenAccounts), with the aim of helping you realise its full potential. Ad-hoc advice will be given for quick wins, and further recommendations for more wide-reaching benefits will made upon completion of the review.
The operational review should identify aspects of MRI Finance Enterprise (OpenAccounts) which are not being used as efficiently as possible, identify knowledge gaps within specific teams and provide an insight into whether the current configuration suits the business requirements of today. On completion of the course participants will:
• Be familiar with the operation of the EDR module within OpenAccounts
• Be confident at creating row, column, and report formats
• Be able to generate standard & smart reports and pivot sheets
• Be able to create hierarchies and produce hierarchical reports
• Be able to use Ad Hoc Query to produce reports
• Be able to create basic Table Queries
The consultant and client will, prior to the consultancy, agree details of the session, confirm start and finish times and any pre-requisites. Maximum of 6 people in total.
· Attendees familiar with OpenAccounts basics
· Person(s) who are responsible for: Reporting
· Person(s) who have sufficient understanding of the current and future business needs of the organisation to enable decisions relating to parameters and area structures to be agreed
· Chart of Accounts complete and entered to Test &/or Live OA company(ies)
This training package includes:
· Initial meeting to discuss high-level objectives including any areas of concern
· Review all existing Reports to determine improvement
· Provide a document confirming current Reporting and outlining go-forward recommendations
Should your organisation have Recurring Services or Pre-Paid Credits then you can utilise these for this consultancy.
If you would like more information on either of these options, please contact your Account Manager or our Solution Optimisation Team.