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Axiom Insights - Webinar Archive

Become an Axiom Expert!

Syntellis routinely hosts an Axiom Insights webinar program. These webinars are conducted to provide a wide range of advanced Axiom Budgeting and Performance Reporting tips and techniques to successfully manage your Axiom system as an independent expert. The webinars are delivered by highly qualified Axiom technical experts. If you or anyone on your team is interested in joining us for future webinars, please view our current schedule and register HERE.

All Axiom Insights events will be recorded, so as long as you register for it, a link to the recording will be emailed directly to you afterward.

Below, you will find the slide deck and content from the Axiom Insights for these webinars.

November 2020 Webinar Archive

In this webinar, we covered the following topics:

  • A refresher on Axiom Help and Syntellis Central
  • Platform upgrade recommendations
  • Managing security with the use of subsystems and roles

September 2020 Webinar Archive

In this webinar, we covered the following topics:

  • How to review and troubleshoot scheduled jobs
  • How to evaluate user permissions and interpret security access
  • When and how to upgrade

July 2020 Webinar Archive

In this webinar, we covered the following topics:

  • Month end budget variance reporting (for Healthcare clients)
  • Report design best practices
  • Using QA diagnostics

May 2020 Webinar Archive

The Year End Roll Forward Process

In this webinar, we covered the following topics:

  • Year End Roll Forward Process
  • Client Log File
  • Diagnosing Connectivity Issues

 

March 2020 Webinar Archive

The Interaction of Data with Plan Files

In this webinar, we covered the following topics you may review in the slides:

  • How data is saved to the database
  • What the difference is between Processing plan files and running a Recalc
  • How to leverage the audit log for troubleshooting
  • Using the Audit Manager

January 2020 Webinar Archive

In this webinar, we covered the following topics you may review in the slides:

  • Changes to Axiom Help
  • The annual roll over process
  • Setting up security and process management

Download the slide deck:

Watch the recordings:

December 2019 Webinar Archive

In this webinar, we covered the following topics you may review in the slides:

  • How to use the new Axiom Help system
  • What steps you can take if the software appears slow
  • How to use the Audit Manager to track activity
  • Import data errors
  • Scheduled imports and results
  • Plan file security configuration with process management

Watch the recordings: