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Select from the titles below to access the corresponding learning module. For new users, we recommend completing the learning modules in order, as the initial modules cover essential prerequisite foundational knowledge required to understand elements presented in later modules.
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Welcome to Access Ledger: This Getting Started learning module introduces new users to Access Ledger, including first-time login, basic navigation and functionality.
Access Ledger Core Training for Accountants: In this core-level eLearning module, we cover the most common tasks that make up the key workflows used by Accountants within Access Ledger, including:
Managing Client Groups, Entities, and Files.
Preparing Data (collection and processing).
Preparing Accounts (including Source Accounts, Account Allocation, and Assets).
Reporting.
Access Ledger | Bank Feeds: After completing this module, you will understand how to navigate and use the features of Access Bank Feeds in conjunction with Access Ledger.
Access Ledger | Consolidations: This course will help you understand how to navigate and use the features of Access Ledger to effectively complete a consolidation. You will learn how to manage client consolidations and generate client reports.