My Training Introduction
- All Apps
- 2 days ago
- 3 min read
Updated: 1 day ago
This post will explain the My Training modules. They are essential to ensure your team understands the system.
If you still need to import your clients, please visit this post. If your clients have been imported, you are ready to start the training.
Training is done in three levels:
The Essentials
Learn how DataGrows simplifies your accounting workflow and confidently use its core features from day one.
Unlock & Expand
Learn advanced insights and work smarter, not harder.
Peak Performance
Master advanced features to streamline complex tasks, maximise accuracy, and drive long-term business success.
Each of these levels is covered in the My Training modules; however, we host a series of Web Masterclasses once a week to make it easier to digest crucial information. We recommend booking for each of them via the links provided later in this post.
After attending the Web Masterclasses, the My Training modules can be used as an easy refresher to ensure you grasped the most important information from the training, and so that management can access reports to ensure each team member has completed the training.
This blog post will cover:
Booking for the Web Masterclasses
We offer 3 webinars to kick start your DataGrows journey:
Please book your spot on each of them via the links below:
The Essentials
Learn how DataGrows simplifies your accounting workflow and confidently use its core features from day one.
What we will cover:
- Clients Table
- Customise your view
- A typical day's workflow
- Search & Filter
- How to use the timer
- Adhoc Tasks
- Basic Reports
Unlock & Expand
Learn advanced insights and work smarter, not harder.
What we will cover:
- CIPC Extension
- Required Documents
- How to add Directors, Members, and Trustees
- Shareholding
- Standard Workflows vs setting up your own
- Financials & Accounting flows
- SARS verification checkboxes
- Automated emails
- Capture Backlog & Change due dates
- Remove Tasks and Switch Off Services
- My Chats
- Small Business Tax Indicator
Peak Performance
Master advanced features to streamline complex tasks, maximise accuracy, and drive long-term business success.
What we will cover:
- Billing Setup
- Beneficial Ownership Declaration
- Document template
- IRP6
- Time authorization
- Reassigning tasks
- FICA
- Account management
- Firm Reports
Completing the My Training
After each Web Masterclass, please complete the My Training modules to ensure you understand all the features covered in the masterclass.
To do this:
Go to My Training
My Modules
Ensure you are filtered chronologically. Or click on the arrow next to the column heading to sort chronologically.
Click on each record and read the blog post via the link
Then answer the three easy questions to ensure you grasped the most important information from the video.
Click Save
The system will then give you a Pass or Failed indicator.
If the Status shows Failed, you can open the record and refer to the Hint for the correct answer.
Accessing the Training report
To access the My Training report to see who has done the training:
Click on your Accounting CRM
Go to Firm Reports
Open the My Training Report
If you have questions or you need assistance with any of the above, please contact support@mydatagrows.com
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