TOTVS Training Course

Lesson 1 • System Architecture and Components

Explains the technical structure of TOTVS, including server, database, and client layers. Connects architecture knowledge to daily navigation decisions.

Lesson 2 • User Profiles and Access Control

Defines user roles, permission groups, and access hierarchies within TOTVS. Prepares learners to operate within their assigned security context.

Lesson 3 • Navigating the TOTVS Interface

Teaches menu structures, toolbars, and shortcut conventions across TOTVS modules. Enables efficient daily navigation from the first session.

Lesson 1 • Company and Branch Registration

Guides registration of legal entities and operational branches within TOTVS. This setup underpins all transactional and reporting processes.

Lesson 2 • Calendar and Period Management

Configures fiscal calendars, accounting periods, and operational schedules. Period management controls when transactions can be posted or modified.

Lesson 3 • System Parameters Configuration

Covers global and module-level parameters that control system behaviour. Correct parameter settings prevent downstream processing errors.

Lesson 4 • Chart of Accounts Setup

Establishes the financial account structure used across all TOTVS modules. A well-structured chart of accounts ensures accurate financial reporting.

Lesson 1 • Financial Reporting and Closing

Generates standard financial statements and executes period-end closing routines. Closing procedures lock periods and prepare data for audit review.

Lesson 2 • Accounts Payable Processing

Covers supplier invoice entry, approval workflows, and payment scheduling. Connects payable management to cash flow planning and supplier relations.

Lesson 3 • Bank Reconciliation Processes

Explains importing bank statements and matching them to system transactions. Reconciliation ensures ledger accuracy and detects discrepancies early.

Lesson 4 • Cash Flow Forecasting and Control

Uses TOTVS tools to project inflows and outflows over defined periods. Cash flow visibility supports proactive financial decision-making.

Lesson 1 • Supplier and Product Registration

Establishes supplier master data and product catalogue records in TOTVS. Accurate master data is the foundation for all procurement transactions.

Lesson 2 • Inventory Movement and Valuation

Explains stock entry, transfer, and exit transactions and their valuation impact. Correct movement recording maintains accurate inventory value on the balance sheet.

Lesson 3 • Purchase Order Management

Covers creation, approval, and tracking of purchase orders through delivery. PO management links procurement requests to financial commitments.

Lesson 4 • Inventory Counting and Adjustment

Guides physical count planning, variance identification, and adjustment posting. Regular counts reconcile physical stock with system records.

Lesson 1 • Customer Master Data Management

Covers customer registration, credit profile setup, and contact data maintenance. Clean customer master data reduces billing errors and supports collections.

Lesson 2 • Sales Order Processing

Teaches order entry, item availability check, and order approval workflows. Efficient order processing reduces fulfilment lead time and errors.

Lesson 3 • Invoicing and Fiscal Document Issuance

Generates sales invoices and fiscal documents linked to approved orders. Correct invoice issuance ensures compliance with fiscal reporting requirements.

Lesson 4 • Pricing Tables and Discount Rules

Configures price lists, discount policies, and promotional pricing structures. Pricing rules automate correct price application at order entry.

Lesson 1 • Employee Registration and Profiles

Covers complete employee data entry including personal, contractual, and role information. Accurate profiles drive correct payroll calculation and HR reporting.

Lesson 2 • Benefits and Allowance Administration

Manages employee benefit plans, allowances, and employer contribution rules. Benefit configuration ensures correct cost allocation and employee statements.

Lesson 3 • Attendance and Time Management

Configures work schedules, records attendance, and manages absence types. Time data feeds directly into payroll calculation and labour cost analysis.

Lesson 4 • HR Reporting and Compliance Outputs

Generates mandatory HR reports and regulatory submission files from TOTVS. Compliance outputs must match regulatory specifications to avoid penalties.

Lesson 1 • Report Governance and Distribution

Establishes report ownership, access control, and distribution workflows. Governance ensures consistent, authorised use of business intelligence outputs.

Lesson 2 • Dashboard Configuration and KPIs

Configures visual dashboards with KPI widgets linked to live TOTVS data. Dashboards enable real-time monitoring of operational and financial performance.

Lesson 3 • Custom Report Design with Query Tools

Uses TOTVS query and report builder tools to create tailored data extracts. Custom reports address business questions not covered by standard outputs.

Lesson 4 • Data Export and Integration Outputs

Exports TOTVS data to spreadsheets, BI tools, and external systems. Structured exports support cross-platform analysis and executive reporting.

Lesson 1 • Log Management and Troubleshooting

Reads system and application logs to diagnose and resolve TOTVS errors. Structured troubleshooting reduces mean time to resolution for incidents.

Lesson 2 • System Update and Patch Management

Plans and executes TOTVS version updates and patch deployments safely. Controlled update processes minimise downtime and regression risks.

Lesson 3 • User and Security Administration

Manages user accounts, role assignments, and security audit logs in TOTVS. Proper security administration protects sensitive business and financial data.

Lesson 4 • Performance Monitoring and Tuning

Uses TOTVS monitoring tools to identify bottlenecks and optimise response times. Proactive tuning prevents performance degradation during peak usage.