Check out the latest additions to your library of educational resources and upcoming learning opportunities from Momentus Enterprise Education Services!
Be sure to visit the Education Services Announcements frequently or “Follow” the page to have updates sent directly to your inbox!
Resources for the New User Interface
We are busy developing resources to help you and your staff to begin your transition to the new user interface (UI) when 2024.4 is released in December.
- A new Learning Center course Understanding the 2025 UI Redesign. This will be available in late October/early November.
- We're teaming up with the Product team to present a webinar in November.
- In December/January, an updated Introduction to Enterprise learning path will be available, featuring the new UI. The current version, with the old UI, will remain available until all customers have transitioned!
Upcoming Live Training Opportunities
Office Hours: Application Administration (Global)
October 17 & 18, 2024
Join Momentus experts from Professional Services and Education Services for a live session devoted to Application Administration, including user management, access management and interface optimization! Prior to the session, attendees submit questions based upon the new Application Administration learning path content. Session topics are then determined based on attendee submissions.
Bookmark or follow the Upcoming Live Training Opportunities page to receive alerts when new courses are announced!
Learning Center Updates
New! End of Fiscal Period Learning Path
This comprehensive learning path is designed to help finance professionals master Enterprise best practices for closing out financial periods. Gain the skills and tools needed to ensure a smooth and efficient End of Year and financial period closure across all financial modules with seven courses that focus on streamlining workflows, developing helpful views and dashboards, understanding standard timelines, and running pre-close processes.
Courses include:
- Introduction to End of Fiscal Period
- Closing Accounts Receivable
- Closing Purchasing & Accounts Payable
- Closing Cash Book
- Closing Inventory
- Closing Fixed Assets
- Closing General Ledger
Missed Last Month’s Webinar? Find the Recording in the Learning Center!
The recording of the September webinar, Account Portal: Help Your Customers To Help Themselves, is now available in the Learning Center! Join Minka and Chelsea, as they discuss the Enterprise Account Portal and Account Management Features, including GDPR preferences, how to configure Account Management for public-facing applications, and how to leverage the Account Portal as a landing page for public users.
This recording is FREE to all customers with a Learning Center log in!
Click here to view the recording.
To view all featured Learning Center content, visit the Learning Center Spotlight page!
Featured Knowledge Base Articles
New
Updated
- Delete or Inactivate a Resource: Added information about when and how to inactivate a resource when tied to price list items and orders.
- Online Space Booking Configuration: Added configuration and user assignment requirements for events to display on the My Events page.
- Replace Resource Codes: Added guidance for resources associated with inventory items.
- Book on Behalf of: Added a note about how Book on Behalf of and Booking Roles work together.
For a full list of Knowledge Base updates this month, check out Knowledge Base Updates - September 2024.
Knowledge Base Renovation
Over on the knowledge base, we are busy working on our "renovation" project. In this year-long project we are working through the entire knowledge base ensuring article content is up to date and looking for gaps in knowledge. As we go, we're editing articles so they are in line with our style guide, for a consistent experience throughout the knowledge base. We will also be streamlining the category/section structure to make it easier to find content - more on that in coming months!
Bookmark or follow the Featured Support Articles page to receive alerts on featured Knowledge Base Content!
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