Finance - Intro

Overview of course                                                                                   

The Finance Introduction course provides an essential overview of managing financial operations within TEAMS. This course focuses on understanding agent commissions, managing pending payments, and setting up instalment plans for students. By mastering these financial features, you will ensure accurate payment processing, streamlined workflows, and efficient financial management for your organisation.

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

Once you have successfully completed the course, you should be able to:

• Understand how to track and manage agent commissions in TEAMS.

• Identify and process pending payments for agents efficiently.

• Set up and customise instalment plans for students based on payment schedules.
• Ensure accurate and compliant financial record-keeping.

Who is this course for?

• System administrators configuring financial settings in TEAMS.

• Finance staff managing agent commissions and student payment plans.

• Anyone seeking to understand and manage financial operations effectively in TEAMS.