Finance and Procurement eLearnings

To increase your knowledge about Sparkrock 365, check out the following eLearnings.

If you are a member of a professional body that requires CPD hours, Sparkrock offers CPD Certificates upon request after you complete an eLearning or other Sparkrock training. For more information, see the CPD Overview.

What's New in Sparkrock 365 version 24.5


39 minutes
Learn about the exciting updates in Sparkrock 365 Version 24.5.
Topics include:
  • Platform Upgrade to 2024 Release Wave 1
  • Banking Changes:
    • Bank Deposits
    • Bank Account Reconciliation
  • Analysis Mode
  • Productivity Enhancements:
    • Modern Action Bar
    • Actionable Platform Errors
    • Lookup Enhancements
    • Enhanced Tell Me features
  • Finance Improvements:
    • Drill-down on Posted Documents
    • Recurring General Journal Enhancement
    • Pre-built Excel Reports

Finance Approval Rules eLearning Workshop


1 hour 8 minutes
Learn how to set up and work with finance approval rules.
Topics include:
  • Enable approver selection
  • Use backstop approvals
  • Level approvals and self approvals
  • View General Ledger (G/L) setup
  • View approvals
  • Learn how different rules can be used for various documentation
  • Use approval groups to cascade approvals correctly
  • Reduce the number of rules and approval groups
  • Things to consider for optimized migration from 2016 to 365
  • Approval rules amount versus budget

Enhancing Nonprofit Reporting in your Financial Software with Power BI


53 minutes
This exciting webinar will equip you with cutting-edge tools to elevate your nonprofit's financial strategy. This session will guide you through the dynamic capabilities of Power BI for advanced financial reporting and its seamless integration with Sparkrock 365 – an ERP system built on the Microsoft Dynamics 365 platform.
Discover how to unlock the full potential of your financial data through a live demo, real-world success stories, and an interactive Q&A session! We'll be joined by Rehoboth Christian Ministries, a nonprofit serving people with disabilities. Empower your organization with the knowledge to optimize processes and drive impact.
This session is designed for nonprofit leaders and IT professionals.

Data Driven Decisions: Sparkrock 365 Financial Analysis Workshop


49 minutes
Learn how to set up and perform a financial analysis in Sparkrock 365, including how to create financial analysis data sets and export data to Excel. This eLearning includes essential techniques that you can use to enhance your decision-making processes and drive organization success.

Empowering Nonprofit Decision-Making: Introducing AI-Enabled ERP with Sparkrock


27 minutes
Learn how you can harness the power of artificial intelligence (AI) to transform your nonprofit's efficiency. Also, learn how AI can quickly provide smarter, more relevant data for your nonprofit.

Power BI: Finance Workshop


1 hour 2 minutes
Topics:
  • Welcome and Introductions
  • Icebreaker
  • Session Overview
  • Demo and Knowledge Share
  • Workshop Time
  • Q&A
  • Wrap-Up

Budgeting Unleashed in Sparkrock 365


44 minutes
Topics:
  • Welcome and Introductions
  • Icebreaker
  • eLearning Overview
  • Demo
  • Q&A
  • Wrap-Up

Exploring the New mySparkrock Mobile Experience


35 minutes
Topics:
  • Welcome and Introductions
  • Icebreaker
  • mySparkrock Overview
  • Demo
  • Q&A
  • Engagement Opportunities
  • Wrap-Up

Mastering Permissions in Sparkrock 365


48 minutes
Topics:
  • What are permissions?
  • How to troubleshoot permissions
  • Permission exclusions
  • Permission implementation best practices

From Complexity to Clarity: Navigating Sparkrock 365 Configuration Packages


50 minutes
Learn about Sparkrock 365 configuration packages.

Web Service Integration in Sparkrock 365: Unleashing Powerful Reporting and Record Management


59 minutes
Topics:
  • Connecting Power BI desktop to Sparkrock 365
  • Using power query editor on Excel to connect to web services
  • Troubleshooting connections
  • Querying data
  • Issues found after an update, for example, CAS-10160
  • Visualizing data
  • Maintaining a report (refresh, sharing, other examples)

Setting your Sparkrock 365 Upgrade Window


2 minutes
Learn how to set your Sparkrock 365 upgrade window.

How Secure is Sparkrock 365?


8 minutes
Topics:
  • Customer chat that includes a discussion about how secure is Sparkrock 365.
  • Sparkrock Ecosystem
  • How Do I Protect My Data with Azure Active Directory?
  • Passwords
  • Sparkrock Protection

Set Up Reports in Power BI


1 hour 3 minutes
Topics:
  • Importing your data using Excel, SQL, web services, or APIs
  • Cleaning your data
  • Date tables, dimension tables, and relationships between tables
  • Creating some visuals, including:
    • General ledger accounts - MTD and YTD totals
    • Budget versus Actual
  • Role level security

Expense Claims and Purchasing Cards Processing


57 minutes
Topics:
  • Create expense claims
  • Approve expense claims
  • Set up and process purchasing cards

Build Reports Using Account Schedules


52 minutes
Topics:
  • Why you should use Account Schedules
  • Account Schedules Components
  • Exporting Account Schedules
  • Printing Schedules
  • Analysis Views

Introduction to Power BI


42 minutes
Topics:
  • Overview of Power BI
  • Set up access to your data in Sparkrock 365
  • Import data from Sparkrock 365
  • Establish and manage relationships in Power BI to drive new insights
  • Create compelling visuals that help communicate insights

Electronic Funds Transfer


59 minutes
Topics:
  • Overview of the Electronic Funds Transfer (EFT) process
  • Steps required for implementing EFT in Sparkrock 365
  • Updating the vendor card
  • Create a payment journal
  • Review actions to be completed before posting the journal
  • Avoid EFT related issues

Grant and Project Tracking


57 minutes
Topics:
  • Overview of project and grant tracking
  • Step by step overview of the functionality
  • Integration to the rest of Sparkrock 365

Procurement Control Strategies


50 minutes
Topics:
  • Requisition creation and data flow
  • Payment requests data flow
  • Processing and managing accounts payable (AP)

Tips to Build Your Dashboards in Power BI


46 minutes
Topics:
  • Overview of Power BI
  • Set up access to your data in Sparkrock 365
  • Import data from Sparkrock 365
  • Establish and manage relationships between data inside Power BI to drive new insights
  • Create compelling visuals that help communicate insights

Accounts Payable Batch Management


55 minutes
Accounts Payable (A/P) Batch Management functionality provides users with a tool to streamline this process in an efficient and accurate manner.
Batch Management workflow is divided into two roles:
  • Accounts Payable Representation – Review, enter, and then release purchase invoices and credit notes.
  • Accounts Payable Auditor – Audit, and then post purchase invoices and credit notes.
A/P Batch Card – One stop shop to:
  • Review, and then confirm the status of all documents within the batch.
  • Record user dates and time for creation, audit, and posting.

Fiscal Year-end Process in Sparkrock 365


51 minutes
Learn about fiscal year end best practices for Sparkrock 365.

Powering a Modern Workplace with Sparkrock 365 - Why a Microsoft Cloud Foundation Matters


45 minutes
Learn the power of modernizing a workplace with a cloud solution for Sparkrock 365.

Feedback

To send feedback about this page, select the following link:

feedback-learn@sparkrock.com

To suggest a new idea about how to improve Sparkrock 365, select the following link:

Sparkrock Ideas