Finance - Intro

Overview of the course                                                                               

The Finance Introduction course offers a foundational understanding of financial operations within the TEAMS system. Designed to familiarise you with core finance-related features, this course covers essential topics such as managing agent commissions, identifying and processing pending payments, and setting up flexible instalment plans for students.

Please note: The lessons in this course are organised sequentially. Follow the recommended order of lessons, quizzes, and assignments to ensure a smooth learning experience and effective implementation of financial processes.

Outcomes

• Upon completing this course, you will be able to:
• Confidently track and manage agent commissions in TEAMS.
• Process and reconcile pending payments to agents with ease.
• Set up and customise student instalment plans based on your organisation’s payment structures.
• Maintain accurate, auditable, and compliant financial records within TEAMS..

Who is this course for?

 This course is ideal for:

• System administrators responsible for configuring and overseeing financial settings in TEAMS.
• Finance and accounts staff managing agent payments, student fees, and financial reporting.
• Operations or support staff seeking a deeper understanding of TEAMS financial tools to ensure smooth and compliant processes.