Masterclass on “Accounting for structural units in Jumis: accounts, budget items and dimensions”
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Objective of the masterclass: To learn how to organise accounting and prepare management reports on the income and expenses of structural units, projects and cost centres using three approaches: analytical accounts, budget items and dimensions. To understand the application of each approach and choose the most suitable solution for everyday work, as well as to gain practical examples.
In the masterclass, we will practically create analytical accounts, budget items and dimensions, link them to income and expense accounting, and prepare management reports in Jumis and MS Excel.
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Analytical accounts:
- Creating analytical accounts for structural units;
- Profit or loss calculation by structural unit and for the company as a whole;
- Preparing a budget estimate by accounts - planning and performance control by months or quarters.
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Budget items:
- Creating budget items for the income and expenses of structural units;
- Linking budget items to accounting entries;
- Preparing a budget estimate by budget items - planning and performance control by months or quarters.
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Dimensions of accounting entries and documents:
- Creating a dimension plan (structural units, projects, cost centres, etc.);
- Linking dimensions to accounting entries and documents;
- Reports by document dimensions (general ledger, account turnover, etc.);
- Analysis of dimension data in MS Excel (Excel pivot tables / Pivot Table).
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Comparison of approaches to accounting for structural units:
- Analytical accounts, budget items, or dimensions – advantages and limitations;
- Choosing the most appropriate approach for different accounting situations.
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Questions and answers.
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Lector:
Mg.oec. Nadezda Zilbere, accountant, Jumis Pro training center partner.
Date/Time and Place: 10:00-12:00.
Handouts: participants receive handouts with all seminar examples in PDF-format and a recording of the masterclass.
Participation Fee: EUR 40.00 plus VAT (price with VAT EUR 48.40).
Payment Terms: Prepayment.
Additional Information: e-mail: , phone/WhatsApp: 28852257,
www.enols.com/seminars
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Registration for Jumis Training
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“Enols” does not guarantee fulfillment of the registration because of limited amount of available places or if it is incorrect or if it is impossible to implement it. In this case you will receive rejection email at the e-mail address provided by you.
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If you had any problems in online registration, please contact our certified Jumis expert by phone 28852257 or by email .
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