Role-based Curriculum for The Financial Edge

Whatever your role, we’ve designed a curriculum pathway to best meet your needs. Take advantage of classes grouped specifically to help you in your day-to-day job.






Executive Director

• Financial Reports in The Financial Edge

Chief Financial Officer / Vice President of Finance

• General Ledger Essentials
• Financial Reports in The Financial Edge
• Allocation Management
• Budget Management
• VCO Essentials
• Basic Crystal Reports in The Financial Edge

Director of Finance / Controller

• General Ledger Essentials
• Allocation Management
• Budget Management
• Financial Reports in The Financial Edge
• VCO Essentials
• The Financial Edge Query Basics
• Export in The Financial Edge
• Basic Crystal Reports in The Financial Edge
• Pivot Reports in The Financial Edge
• Student Billing Essentials (for schools)

Accountant / Financial Analyst

• General Ledger Essentials
• Accounts Payable Essentials
• Accounts Receivable Data Extraction
• Payroll Essentials
• Accounts Receivable Records
• Accounts Receivable System Setup
• Allocation Management
• Purchase Orders Essentials
• Basic Crystal Reports in The Financial Edge
• Budget Management
• Cash Receipts
• VCO Essentials (Visual Chart Organizer)
• Export in The Financial Edge
• Financial Reports in The Financial Edge
• Fixed Assets
• Import in The Financial Edge
• Pivot Reports in The Financial Edge
• Student Billing Essentials (for schools)
• The Financial Edge Query Basics

Data Entry Clerks

• General Ledger Essentials
• Accounts Payable Essentials
• Accounts Receivable Data Extraction
• Payroll Essentials
• Accounts Receivable Records
• Accounts Receivable System Setup
• Cash Receipts
• Fixed Assets
• Import in The Financial Edge
• Student Billing Essentials (for schools)
• The Financial Edge Query Basics