Finance - Operations
- Description
- Curriculum
- Reviews
Overview of course
The Finance Operation course provides practical training on managing financial transactions within TEAMS. This course focuses on using the financial transaction dashboard for students, applicants, and agents. You’ll learn how to efficiently handle key financial processes, including creating invoices, receipts, refunds, and transfers. Additionally, you’ll explore advanced features such as creating negative invoices, recreating invoices, and generating bonus invoices for agents. This course ensures accurate and streamlined financial management to support your organisation’s operational needs.
Please note: The lessons in the curriculum are laid out in a set sequence. Please follow the quizzes and assignments in the sequence that they appear, to ensure a smooth and easy progression through this course.
Outcomes
Once you have successfully completed the course, you should be able to:
- Navigate and utilise the financial transaction dashboard for students,, applicants, and agents.
- Generate negative invoices and recreate existing invoices accurately.
- Set up and manage invoices, receipts, refunds, and financial transfers.
- Create bonus invoices for agents and manage commission-related transactions.
Who is this course for?
- System administrators ensuring the financial operation processes are configured correctly in TEAMS.
- Finance staff managing student, applicant, and agent finnacial transactions.
- Anyone involved in handling or supervising financial operations within TEAMS.
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21
Add / Edit Bonus invoiceA bonus invoice is an additional payment made directly to the agent, separate from the system-generated commission invoice linked to enrolments. In this Lesson, you will learn how to create a bonus invoice for an agent and how to link the invoice to a specific enrolment.
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22
Add / Edit Bonus Invoice Quiz
