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Access Ledger - Digital Learning Content in Access Ledger

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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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  1. Access Ledger Essentials: In this core-level 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).

    • Bank feed setup and management.

    • Reporting.

  2. 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.

  3. Access Ledger | Assets: This module walks you through the key asset management tasks in Access Ledger. From setting up depreciation years and asset groups, through to adding and importing assets, working with pooling, posting asset journals, and running asset reports.

  4. Access Ledger | Livestock: This module covers the livestock features in Access Ledger, designed for practitioners working with primary production clients who run livestock operations.

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