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Elite Database Structure
Sample Agenda
DAY ONE :
Morning: Introduction & Overview
- Basic law office financial terminology and concepts
- Technical Evolution of the Elite System
- Common Reporting Issues
- Overview of Elite Application
- Introduction to Key Tables
(Morning Break)
- EPBS Table Structure - Master Tables
- Setup Tables
- Timekeep
- Client
- Matte
Afternoon: EPBS Table Structure - Transactions
- Timecard
- Cost
- Ledger
- Prior Period Adjustments
- Batch and Period Tables
- Time, Cost and Ledger Sample Entries
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DAY TWO :
Morning: EPBS Table Structure - Summary Tables
- Summary Tables: Review
- Naming Conventions
- Timewahs
- Matths
- Mattimhs
- Inqsnap
(Morning Break)
- Basic FMS Concepts and Table Structure
- General Ledger Tables: Review
- Accounts Payable Tables: Review
Afternoon: Basic FMS Concepts and Table Structure (Continued)
- Interface between EPBS and FMS
- Balancing EPBS to FMS
- How FMS closes a year
- Multi-currency issues
- Data Warehousing
- Advantages of Data Warehousing
- Elite Data Warehousing
- Custom Data Warehousing
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"Excellent trainer with a very upbeat and engaging style of teaching. I'd definitely take another class taught by him and would most certainly recommend him to others."
Steven Schroeder
Accounting Help Desk
Dickinson Wright PLLC
"Excellent class, great way to jump start education about the back-end of Elite. Showing sample data was very helpful e.g. screen shots of tables, I would add even more."
Jack Naqvi
Littler Mendelson
"Gary is excellent! He is interesting, knowledgeable, and personable. It is not an exciting subject but he made me not want to miss a moment."
MaryBeth LaMendella
Former Elite Administrator at
Proskauer Rose
"Gary is well versed in this subject & able to teach it so everyone can understand."
Ellen DeRosa
Financial Accounting Manager
Ice Miller
"The content & teaching were excellent and I have come away with valuable knowledge that I will be able to use immediately."
Todd MacDougall
Senior Financial Analyst
Dechert LLP
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