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* 1. Contact Information

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* 2. Client Setup:

  Inexperienced Average Confident Advanced
Activating a client within Central Console
Linking XPA ledgers in Central Console
Activating a license in SyncDirect Console
Searching in SyncDirect client list

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* 3. Data Collection:

  Inexperienced Average Confident Advanced
Browse
Browse – Manual/Excel
Cloud
Email
Datafeed
Data collection types
Supported Data Sources
View Data
Export Data
View Status History

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* 4. Mapping:

  Inexperienced Average Confident Advanced
Mapping screen view (what do the different colours mean?)
Target elements
Predictions
Filtering columns
Unmapped/Unused elements
Delete unmapped entries
Mapping between source and XPA
Mapping multiple lines
Export to Excel
Import from Excel
Import Chart Mapping from XPA
Chart Maintenance

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* 5. Importing to XPA:

  Inexperienced Average Confident Advanced
Importing client data into XPA
Viewing data in Bank statement entries
Selecting GL / TB import type

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* 6. Client/Data Maintenance:

  Inexperienced Average Confident Advanced
Snapshot selections
Clearing transaction collections
Deleting transaction collections
Changing client balance date

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* 7. Do you have any comments?

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