How do you help accounts assistance/accountants who struggles with ERP software?


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Hi Community,

I would like to hear some views on how do you help accounts assistance/accountants who struggles with ERP software?

As most of you probably already know, being in the accounting roles, hardly can you avoid knowing how to use an accounting software.
May I know what are some of the ways you provide your accounts to easily pick up the software other than trainings?

Thank you!
 
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kirby

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ERP software comes with a system manual that tells you all the ways you can input and output data to and from the system. But what you need is a procedure manual that defines how each task is to be done. If you don’t have this then develop one.

Be careful. I saw one company Controller assign creation of a procedure manual to his drinking buddy. Drinking buddy hired a team of four people to do this. I was brought in to review the work product. I reported that the team had no expertise with the ERP product. So what they were doing was retyping the system manual! :mad:Useless.
 
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ERP software comes with a system manual that tells you all the ways you can input and output data to and from the system. But what you need is a procedure manual that defines how each task is to be done. If you don’t have this then develop one.

Be careful. I saw one company Controller assign creation of a procedure manual to his drinking buddy. Drinking buddy hired a team of four people to do this. I was brought in to review the work product. I reported that the team had no expertise with the ERP product. So what they were doing was retyping the system manual! :mad:Useless.
Oh dear, that doesn't seems useful to users and might even cost more time wastage and costs of hiring to create the manual.

In my case, I have created work instructions with screenshots and step by step of words instructions. It does take time to create, but I think its helpful to accounts, especially accounts who may have just enter the working field.
 
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kirby

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“I have created work instructions with screenshots and step by step of words instructions”

Perfect! And that describes a procedures manual.
 

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