AccountsIQ-Cloud Accounting Software Services Training Support

AccountsIQ provides a cloud-based accounting solution that is designed to provide users with access to the applications from anywhere in the world. The solution can be used on any internet connected device (with appropriate security and permissions). With this solution, users can facilitate simultaneous collaboration with multiple users within their organization through this centralized online service. The vendor says this feature makes it a particularly attractive solution for companies or organizations which are geographically dispersed. The vendor’s value proposition is that with their solution, there is no need any more for in-house servers, private networks, etc. Additionally, the vendor says their solution also eliminates costly labour associated with the operation and maintenance of such facilities.

AccountsIQ Features

General Ledger Features

A record of transactions and balances; the basic bookkeeping functionality of the software.

  • Accounts payable
  • Accounts receivable
  • Cash management
  • Bank reconciliation
  • Expense management
  • Time tracking
  • Multi-currency support
  • Multi-division support
  • Regulations compliance

Inventory Management Features

The ability to track and manage the flow of goods or materials into and out of an inventory.

  • Inventory tracking
  • Location management

Order Management Features

The ability to process orders, and track them from quote to cash.

  • Pricing
  • Order entry
  • Credit card processing
  • Cost of goods sold

Reporting & Analytics Features

  • Dashboards
  • Standard reports
  • Custom reports

Customization Features

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

  • API for custom integration

Security Features

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

  • Role-based user permissions
  • Single sign-on capability
  • Multi-factor authentication
  • User-level audit trail

Accounting Firm BPO Features Features

These are features relevant to accounting firms using the product on behalf of clients

  • Branded client dashboards
  • Client data roll-up capabilities
  • Client data consolidation for benchmarking
  • Billing bypass
  • Client template cloning
  • Single sign-on
  • Configurable client onboarding questions
  • Industry-specific versioning
  • Legacy system data migration

Additional Features

  • Consolidated Accounts
  • Workflow Approval
  • Budget Accounting
  • Intercompany Transactions
  • Document Management
  • Full Software and Hardware Maintenance included
  • Private Database for each AccountsIQ Client Company
  • Unlimited Storage and Computing Power
  • Safety Backups automatically provided
  • Extensive Security & Protection
  • Work Flow Approval processes
  • Document Management and paperless offices
  • Ability to control individual user access and permissions
  • Support & Help Desk included
  • Automatic updates of application software
  • No Archive & Off-site Storage required
  • No disaster recovery requirements
  • No version/license issues or costs

Data is a critical resource for every organization. We depend on data every day to keep records, produce reports, deliver information, monitor performance, make decisions, and much more. The data resource is on par with financial and human resources as a core component of doing business, yet data management practices are often quite casual. Data governance brings the same level of discipline to data management as is typical when managing financial and human resources.

Building a data governance program is a complex process that focuses people, processes, policies, rules, and regulations to achieve specific goals for a managed data resource. Successful and effective data governance depends on clear goals and well executed activities that match governance practices to your organization’s needs, capabilities, and culture. A continuously evolving program is necessary to keep pace with trends such as cloud services, big data, and agile development. This course provides fundamental understanding of data governance concepts and techniques that is essential to start a new governance program or evolve an existing program.

You Will Learn

  • Definitions and dimensions of data governance
  • Key considerations and challenges in building a data governance program
  • The practices, roles, skills, and disciplines essential to data governance
  • The qualities that make good data stewards and stewardship organizations
  • The processes of developing, executing, and sustaining data governance
  • Activities, issues, and options when building a data governance program
  • How maturity models are applied for data governance
  • The importance of adapting data governance for trends such as big data, cloud services, and agile development methods

Geared To

Data quality and data governance professionals; BI/DW managers, architects, designers, and developers; data stewards, data architects, and data administrators; anyone with a role in data governance or data quality management

Technical resources.

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