Adagio Workshops

Financial Reporting Workshops

In a Financial Reporting Workshop, you will learn how to create great financial statements using the Adagio Financial Reporter, included in both Adagio Ledger and Adagio FX while earning CPE credit hours.

Training

This workshop will give you a fundamental understanding of how to construct complex operational comparative statements using the Adagio Financial Reporter. The training will cover:

• The structure of a financial statement and the tools available in the reporter
• How to specify the account ranges you need
• The operation of all the SmartSheet commands
• How to use specialized formulas such as “QUERYSHEET()”
• Calculating variances and ratios
• Creating statement groups

You are welcome to bring your laptop, with a fully-charged battery and data you're familiar with, to follow along and get all of your questions answered.

Who Should Attend

• Adagio users who spend their day reviewing financial statements
• Departmental managers needing improved budgeting analysis
• Controllers and CFO’s
• Anyone responsible for creating and improving the financial reporting in an organization

Investment

$295, or the special price of $195 as part of Pre-conference Training at the Adagio Opportunity Conference.

GridView Custom Inquiry & Reporting Workshops

Did You Know?

• Adagio GridView is the fastest way to answer “how many?” and “how much” questions from management and staff
• Adagio GridView allows you to quickly isolate and identify data entry and pricing anomalies before they become problems
• You can place complex GridView inquiries on your Adagio module menu or on someone’s Windows Desktop
• Adagio GridView is the perfect tool to create a powerful Executive Snapshot of what is happening in the organization

Training

Your accounting system contains a vast store of data that you can use to analyze trends and manage costs. Adagio GridView is the “must have” tool for every Adagio OrderEntry, Inventory, JobCost, Time&Billing, Invoices or SalesAnalysis user. Even power users of Ledger, Receivables and Payables can exploit GridView to keep management informed of trends and problem areas.

In this 2-3 hour classroom session, you will see a wealth of options for reports and inquiries. We’ll also describe how to locate the data you need to report on using the Adagio Data Dictionary Exporter tool.

Who Should Attend

• Anyone who needs quick answers to “quick questions” about something in the accounting department
• Individuals creating calculated spreadsheets from underlying accounting numbers
• Adagio Consultants who want to provide exceptional added value to an Adagio install

While this seminar is not designed for hands-on training, you are welcome to bring your laptop, with a fully charged battery and data you're familiar with, to follow along and get all of your questions answered.

Investment

$295, or the special price of $195 as part of Pre-conference Training at the Adagio Opportunity Conference.

Upcoming Workshops