QuickStart Implementations

QuickStart Implementations

This course walks through the steps of a QuickStart in the Solver Data Warehouse.

About this course

QuickStart is a way to get up and running with Solver in as little as one day, utilizing predefined report and form (coming soon) templates. 

In this course we explore an integration using a QuickStart connector to map sub-categories as defined in a customer's ERP into the predefined financial statement categories in Solver. After this mapping is completed, the related integrations, rules, and jobs are reviewed, including the new Stargate dimension. It is this dimension and mapped categories that give access to predefined templates in the new Template Marketplace.

A document with frequently asked questions is also included.

Posted 5/21

NOTE: As of August 2021, Quickstart is available for Microsoft Dynamics Business Central (BC). Modules include General Ledger (GL) and GL Detail, Accounts Payable (AP), and Accounts Receivable (AR).

Curriculum~ 30 minutes

  • QuickStart Process part 1
  • QuickStart Process part 2
  • QuickStart Process part 3
  • QuickStart Process part 4
  • Intro to QuickStart Templates
  • Importing a QuickStart Power BI Template
  • QuickStart FAQs

About this course

QuickStart is a way to get up and running with Solver in as little as one day, utilizing predefined report and form (coming soon) templates. 

In this course we explore an integration using a QuickStart connector to map sub-categories as defined in a customer's ERP into the predefined financial statement categories in Solver. After this mapping is completed, the related integrations, rules, and jobs are reviewed, including the new Stargate dimension. It is this dimension and mapped categories that give access to predefined templates in the new Template Marketplace.

A document with frequently asked questions is also included.

Posted 5/21

NOTE: As of August 2021, Quickstart is available for Microsoft Dynamics Business Central (BC). Modules include General Ledger (GL) and GL Detail, Accounts Payable (AP), and Accounts Receivable (AR).

Curriculum~ 30 minutes

  • QuickStart Process part 1
  • QuickStart Process part 2
  • QuickStart Process part 3
  • QuickStart Process part 4
  • Intro to QuickStart Templates
  • Importing a QuickStart Power BI Template
  • QuickStart FAQs