New Starter - Financials

Introduction to Financials

About this course

The purpose of this course is to cover how to process the essential tasks in TechnologyOne’s core Financials products.

Course code

FINxx

Software release

2023A

Duration

2 Days

Product

Financials

Prerequisites

Financial concepts and navigation in CiAnywhere

Topics covered

  • Understand basic Financial configuration concepts
  • Process and enquire on General Ledger transactions
  • Maintain the chart of accounts
  • Process and enquire on Accounts Payable transactions
  • Process and enquire on Accounts Receivable transactions
  • Process and enquire on Purchase Card transactions
  • Reconciliation processing
  • BAS processing
  • End of Month and End of Year processing

Availability

Course registration

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