The Fiserv Annual Statement team provides Web-based training to new users of eFreedom Annual Statement to ensure a smooth transition to your new software solution. eFreedom Annual Statement is an exciting advance in annual statement automation, with unique features that are different than the solutions you have used in the past. This three-hour orientation provides your organization with an effective overview of the system’s setup and functionality, as you’ll see in the agenda below.
Intended Audience
This training is designed for personnel responsible for filing quarterly and annual statement reports with eFreedom Annual Statement. There are no prerequisites, but a basic understanding of statutory accounting and annual statements is required. Experience with Windows is necessary.
Describe the functionality of the Administration Features
Statement Module Installation
System Management
User Management
Company Management
Statement Management
Security Management
Data Conversion
Statement Setup
Import prior period statement data
Statement Preparation Features
Open a statement(s)
Navigate the system interface
Describe Identifier List processes available from the Tools menu
Right click menu from single identifiers
Edit an identifier
- Inside amounts
- Formula bar
- Cell Details
- Override a calculated cell
- Copy data from Excel
- Add, cut and paste records to an expandable area
- Free-form identifiers
