Ajera Automation Tools

Cost: $200.00 per person

Ajera updates are heating up! Have you wanted to explore some of the new features but haven’t had the time to do so?

In this class, we will provide clear instructions on how to lean into automated workflows to save you time and effort, which equals instant ROI! We will cover setting up Automated Vendor EFT Payments, setup and tracking of Accrual (PTO) Pays for outsourced payroll, Email templates to automate sending Client Invoices and monthly Client Statements, and how to add controls for time and expense entry to your projects.

During this course, you’ll learn how to:

• Set up Vendor EFT Payments
• Set up Accruals for Outsourced Payroll
• Modify the Email Invoice & Client Statement Templates

Tools Provided:

• PTO Accrual Dashboard
• Copy of the PowerPoint presentation
• Recording of the Training

You will be directed to our SPI platform; simply click Enroll to sign in. New users: click the Register link at the bottom of the pop-up for instant access.