New Accounting Systems Matters
- SACTHEPRO CONSULTANTS
- Jun 28
- 3 min read
🧾 Why Training Finance Teams on New Accounting Systems Matters
Many companies are now using modern accounting software like:
Tally ERP 9 / TallyPrime
Zoho Books
QuickBooks India
SAP FICO
Oracle Financials
Marg ERP
But buying new software isn’t enough. Training your finance team is what makes the real difference.
✅ Why Training is Important
Avoid Mistakes: Without proper training, your team may make errors in entries, tax returns, or reports.
Do Work Faster: A trained team can handle billing, GST, and reports more quickly and accurately.
Boost Confidence: Learning new software can be hard. Training helps reduce stress and makes the team more confident.
Follow Indian Laws: Rules like GST, TDS, and the Companies Act are tricky. Proper training helps your team stay compliant.
Make Adoption Easier: Training shows your team how the new system helps them work better.
Get Full Value: You paid for this software – make sure your team uses it well.
Support Growth: A skilled team can handle more clients, reports, and business as you grow.
🚧 Common Problems in Training (and How to Solve Them)
1. People Don’t Like Change
Some staff are used to Excel and may not trust new tools.
Solution: Get leadership support, use “change champions,” and explain how the training builds their skills.
2. Skill Gaps
Some know tech; others don’t.
Solution: Test current skills first. Provide basic digital skills training before software training.
3. Bad Internet or Devices
Smaller towns may have poor internet or outdated computers.
Solution: Offer offline videos, low-data tools, and rotate access to working devices.
4. Language Issues
Not everyone is comfortable with English.
Solution: Use regional languages, local examples, and simple, practical lessons.
5. Software Not Made for India
Some systems don’t support Indian workflows.
Solution: Ask for India-specific versions and training.
6. Busy Schedules & High Costs
Finance teams are busiest during month/year ends.
Solution: Use short (15-min) lessons focused on one task. Add cheat sheets or guides inside the system.
7. No Follow-up
Once training ends, support often stops.
Solution: Add check-ins at 30, 60, and 90 days. Assign team “super-users” to help others.
🧑🏫 How to Build a Strong Training Program
1. Know Your Team’s Skills
Check:
What system are they moving to?
Who needs training (junior staff, managers, payroll)?
What do they already know?
Use surveys or simple tests.
2. Set Clear Goals
Each lesson should focus on one outcome, like:
Creating a GSTR-3B report in Zoho
Learning monthly closing in Tally
3. Break Lessons into Small Parts
Module | Topic | Time |
1 | Navigation | 1 Hour |
2 | Basic Transactions | 2 Hours |
3 | GST Compliance | 1.5 Hours |
4 | Reports & Reconciliation | 2 Hours |
5 | Fixing Common Errors | 1 Hour |
4. Choose the Right Format
Mix learning formats like:
Live Zoom classes
Recorded videos
Practice environment (sandbox)
PDF guides
One-on-one help
5. Hands-On Practice
Let teams work on:
Dummy invoices
Fake GST returns
Trial balances
Reconciliation examples
6. Customize by Role
Role | Learn This |
Junior Accountant | Basic entries, GST filing |
Finance Manager | Reports, audits, compliance |
Payroll Officer | Salary, TDS, PF, Form 16 |
CFO | Dashboards, strategic tools |
7. Get Feedback
Use:
Quizzes after lessons
Quick polls
Live doubt sessions
Change your training based on their feedback.
8. Measure Success
Track things like:
Number of mistakes (before vs. after)
Time taken to finish tasks
Confidence in using the system
9. Keep the Learning Going
Laws change, so training must continue. Use:
Monthly refresher sessions
Email or WhatsApp tips
Micro videos for updates
🧩 How We Can Help
✔️ Over 15 years of experience in setting up accounting systems✔️ Expert training programs for smooth team transitions✔️ Support for Tally, Zoho, QuickBooks, and more✔️ Easy data migration and setup✔️ Productivity boost through process improvements✔️ Integration with your current tools✔️ Clean and organized financial record keeping✔️ Post-setup support to avoid issues later
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