Lightwave Training Outline

Training is given based on the requirements of the customer and configuration of Lightwave. Following points need to be discussed and communicated to the customers,

Once the training is given against an item in the list, mark or check that item so that progress can be recorded

Organization Name:     _______________________________

Training Start Date:      _______________________________

Training Sessions:

S #	Date	Conducted by	Attended by	Covered Topics
1
2
3
4
5

Start of the training Course

 

            

1.  Company Definition (Single/Multi):

Status:

a.       Explain purpose of Multi Company

b.      Describe User Rights company wise plus company selection at login

2.   Financial Year Definition

Status:

a.       Describe Open and Close Status of Financial Year

b.      Objective of Year closing

c.       Financial Year selection while login plus what is its impact after login

3.      Creation of Chart of Account

Status:

a.       Describe 5 levels of chart of account

b.      Mapping of Sub Sub level account with BL and P&L notes

c.       Purpose of account Type drop down on sub sub level of COA

4.      Opening Voucher in System

Status:

a.       Objective of Opening voucher

b.      Format of opening voucher and when it should be entered (date/year)

5.      Voucher Configuration

Status:

a.       Voucher print format (long/short)

b.      Voucher report sorting (auto/manual)

c.       Show desc. In voucher

6.      Other Configuration

Status:

a.       Configuration of Year End closing account and its objective

b.      Configuration of Default Backup path

c.       SMS Configuration

d.      Company Name and Address printing on reports

7.      Voucher’s operations

Status:

a.       Describe voucher save, update, delete

b.      Posting and Un posting of vouchers

c.       Voucher Search/Filter. Filter vouchers on source if integrated

d.      Security of voucher post/ un post

8.      Bank Reconciliation

Status:

a.       View Un presented/ Un credited vouchers

b.      How to Reconcile bank

9.      SMS Feature

Status:

a.       Explain SMS feature and list of activities where SMS can be configured

b.      Describe how to send promotions/Sales SMS

10.  Reporting

Status:

a.       Account Ledger

b.      Trial Balance

c.       P & L All formats

d.      Balance Sheet All format

e.      Bank Position and Bank Statement Report etc.

11.  (Optional) In Case of Integration

Status:

a.       Explain complete detail and mapping of integration

b.      Describe Filters available on reports for shop based

Remarks:

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