Training Onboarding Checklist.xlsx

	B	C	D	E	F	G	H
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13	Setup & Configuration
14	Step		Done		Status Notes	User Guide Link	Other Resources
15	1	Complete these following tabs (in this document) • Configuration & Setup • Wallets & Accounts				https://docs.bitwave.io/docs/onboarding
16	2	Review the Configuration & Setup and Wallets & Accounts tabs on kickoff call				N/A
17	3	Login to Bitwave				https://docs.bitwave.io/docs/login-to-bitwave
18	4A	Connect General Ledger Software				https://docs.bitwave.io/docs/connect-general-ledger-software
19	4B	Create Manual Categories & Contacts in Bitwave (optional-- only required if not connecting to a general ledger system)				https://docs.bitwave.io/docs/create-categories-contacts	https://www.loom.com/share/7abeba29affa4d81a9d11bdf44714889?sid=5264460d-674b-49b9-bd41-e01ed01dc3cf
20	5	Set Accounting Defaults for Gas Fees, AP, & AR				https://docs.bitwave.io/docs/set-accounting-defaults
21	6	Add Wallets - 1 on the call				https://docs.bitwave.io/docs/add-wallets-exchanges-custodial
22	7	Add Exchange and/or Custodial Accounts
23	8	Create Manual Wallets (optional-- only required for non-integrated data sources)
24	9	Import Data into Manual Wallets				https://docs.bitwave.io/docs/import-data-into-manual-wallets
25	10	Set Beginning Balances				https://docs.bitwave.io/docs/set-beginning-balances
26	11	Check Wallet/Account Balances				https://docs.bitwave.io/docs/check-wallet-account-balances
27	12	Set Up Inventory Views				https://docs.bitwave.io/docs/set-up-inventory-views	https://www.youtube.com/watch?v=vsKOewd4_Fw
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30	Categorization
31	Step		Done	Owner		User Guide Link	Other Resources
32	1	Viewing Transactions				https://docs.bitwave.io/docs/viewing-transactions
33	2	Transaction Screen operations				https://docs.bitwave.io/docs/transaction-screen-operations
34	3	Individual transaction categorization				https://docs.bitwave.io/docs/individual-transaction-categorization
35	4	Check Pricing Data				https://docs.bitwave.io/docs/check-pricing-data
36	5	Set Up Categorization Rules				https://docs.bitwave.io/docs/set-up-categorization-rules
37	6	Set Up Contact-based Categorization Defaults (including "in-line" categorization)				https://docs.bitwave.io/docs/set-up-contact-based-categorization-defaults
38	7	Bulk Categorization				https://docs.bitwave.io/docs/bulk-categorization-1
39	8	System Jobs				https://docs.bitwave.io/docs/system-jobs-1	https://www.loom.com/share/7b826b78eeba4747ba13b24b0b95bdd6?sid=5b8daed1-0968-4ae8-8701-098bebaf5bd5
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43	Journal Entries & Gain/Loss
44	Step		Done	Owner		User Guide Link	Other Resources
45	1	Push transactions (JE's) to General Ledger				https://docs.bitwave.io/docs/push-transactions-jes-to-general-ledger
46	2	Manually record journal entry totals (Optional-- this is an alternative method of recording activity in the GL instead of pushing transactions directly. Recommended for high volume organizations)				https://docs.bitwave.io/docs/manually-record-journal-entry-totals
47	3	Record Impairment and Mark-to-Market Adjustments				https://docs.bitwave.io/docs/record-impairment-and-mark-to-market-adjustments
48	4	Record Realized Gain/Loss				https://docs.bitwave.io/docs/record-realized-gainloss	https://www.loom.com/share/9f871709cc5a4142bf9c11e54f9bb1bf
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52	Reports and Period-End Close
53	Step		Done	Owner		User Guide Link	Other Resources
54	1	Cost Basis Summary (from Inventory Views)				https://docs.bitwave.io/docs/cost-basis-summary-from-inventory-views#cost-basis-summary
55	2	Cost Basis Rollforward (including Gain/Loss totals)				https://docs.bitwave.io/docs/cost-basis-summary-from-inventory-views#cost-basis-rollforward
56	3	Actions Report (from Inventory Views)				https://docs.bitwave.io/docs/cost-basis-summary-from-inventory-views#actions
57	4	Balance Report				https://docs.bitwave.io/docs/balance-report-1
58	5	Journal Entry Reports				https://docs.bitwave.io/docs/journal-entry-reports
59	6	Period-End Checklist				https://docs.bitwave.io/docs/period-end-checklist
60	7	Period-End Reconciliation				https://docs.bitwave.io/docs/period-end-reconciliation
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73		Take the Bitwave Basic Certification Course HERE
74		(and earn CPE while you do it)
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76		The Bitwave Basics Certification Course is broken down into four sessions, and covers everything you need to know to become a proficient Bitwave user:
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98		Bitwave Certification Training Deck
99		Bitwave Certification Training Deck
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