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.

Sparkrock 365 User Groups Update: Preparing for Security Groups

37 minutes

Learn about critical upcoming changes to user groups that IT support and administrators must complete to ensure system security and compatibility with future Sparkrock 365 releases. This webinar covers the essential steps for migrating user group data to security groups before upgrading to version 25.3 of Sparkrock 365 2024 release wave 2.

Topics:

  • Create security groups in the Microsoft Entra admin center
  • Create security groups in Sparkrock 365
  • Use the migration tool to move user group data, such as permissions, and application area setup, to security groups
  • Q&A

What's New in Sparkrock 365 version 24.5

39 minutes

Learn about the exciting updates in Sparkrock 365 Version 24.5.

Topics:

  • 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:

  • 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

Data-driven HR — Maximizing Nonprofit Reporting Efficiency with Power BI

57 minutes

This exciting webinar will equip you with cutting-edge tools to elevate your nonprofit's human resources strategy. This session explores how to use Power BI for advanced HR reporting.

Discover how to unlock the full potential of your human resources data through a live demo, real-world success stories, and an interactive Q&A session. Empower your organization with the knowledge to optimize processes and drive impact.

This session is designed for nonprofit leaders and IT professionals.

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.

Transform Your HR Reporting Game: Power BI HR Workshop

15 minutes

Provides introductory setup information.

59 minutes

Topics:

  • Welcome and Introductions
  • Icebreaker
  • Session Overview
  • Demo and Knowledge Share
  • Workshop Time
  • Q&A
  • Wrap-Up

40 minutes

Topics:

  • Build and generate reports, including using filters and saving views
  • Use Configuration Packs - Make hassle-free master data changes

Set Up External HR Users to Process HR Requests

31 minutes

Topics:

  • Overview of external HR manager functionality
  • HR efficiencies
  • Detailed demo covering:
    • Using filters to limit or expand what your external users can see upon login
    • Instantaneous update of HR Requests when processed externally
    • HR Department Manager controls

Payroll Remittances, T4/W2 Setup, and YTD Adjustments

19 minutes

Topics:

  • A demo on preparing for and Generating W2s
  • A demo on preparing for and Generating T4s
  • Year End Preparation Best Practices

Retro Pay

51 minutes

Topics:

  • Overview of Retro Pay
  • The latest and greatest retro pay updates and the recent changes released in April 2021
  • What you can expect to see in next release in October 2021
  • An in-depth demo of Retro Pay functionality
  • Analysis views

Hire the Best Employees Using Applicant Tracking

36 minutes

Topics:

  • Overview of Applicant Tracking from the perspective of a hiring manager
  • Pick and rank job applications
  • Manage interviews
  • Request an approval to offer

HR Tasks in Sparkrock 365

38 minutes

Topics:

  • What HR Tasks are
  • How to set up HR Tasks
  • How staff (employees and managers) receive the HR tasks
  • How you stay on top of your HR tasks

General Learning Path

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