Financial Statements

Last modification: October 23, 2025

 

Lesson Plan

At the end of the Financial Statements course, the client and targeted users will be able to configure the system, operate the module’s functionalities, perform integrated tests, validate results, and analyze financial statements to ensure implementation aligns with organizational needs.

 

Unit FINA01 - Preliminary Analysis and Configurations

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will be able to configure the system to produce financial statements.

PREREQUISITES

  • Security Management
  • Account Groups
  • Chart of Accounts
  • Project Management
  • Open a Fiscal Year
  • Needs analysis
  • Fiscal year analysis (if multiple companies)
  • Print Financial Statements by default

HOMEWORK

  • Reflect on the discussions

30 min

 

Pilot and/or Super Users

 

Unit FINA02 - Configurations – Financial Statements

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, designated users will be able to set up the various configurations of the Financial Statements module.

  • Financial Statement Configuration
  • Financial Statement Column Formats
  • Financial Statement Variables
  • Review of previous concepts and validation homework assignments
  • Explanation and completion of various management screens based on client needs and system requirements, with the goal of automating data entry

1 h 30

 

Pilot and/or Super Users

 

Unit FINA03 - Operations - Financial Statements

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

N/A

 N/A N/A

N/A

 

 Pilot and/or Super Users

 

Unit FINA04 - Analysis and Inquiry

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

N/A N/A

N/A

N/A

 

Pilot

Super Users

Users

 

Unit FINA05 - Form Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

N/A

 N/A N/A

To be determined

   Pilot

 

Unit FINA06 - Tests and Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, designated users will have carried out the tests and verifications to validate the configurations made beforehand, and will be able to attest to the adequacy of these configurations with the established processes.

  • Print Financial Statements
  • Review of previous concepts and validation of homework assignments
  • Customer support during the test phase
  • Validation of customized financial statements
  • Review of configurations, if applicable
  • Process review, if applicable

HOMEWORK

  • Complete the integrated tests
45 min  

Pilot

Users

 

Unit FINA07 - Conclusion

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of the session, users will have shown the necessary knowledge and skills to manage financial statements in maestro*.

  • Learning validation
  • Securityreview

Preparation of upcoming training sessions

15 min Acquired competencies form – FINA Pilot