Finance - Setup

Overview of course                                                                                   

The Finance Setup course provides detailed guidance on configuring financial settings within TEAMS. This course focuses on setting up fees, configuring bank accounts, creating instalment plans, and managing finance settings to streamline financial operations. Proper setup is crucial to ensure accurate payment processing, compliance, and efficient financial management for your organisation. 

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 adjust finance settings to align with your organisation’s financial policies.

• Configure bank account details for streamlined payment processing.

• Set up and manage fees for programs, courses, and other financial transactions.
• Create and customise instalment plans to suit student payment schedules.

Who is this course for?

• System administrators configuring financial settings in TEAMS.

• Finance staff responsible for managing fees, payments, and financial processes.

• Anyone involved in managing or overseeing financial operations within TEAMS.