This training is for current ArtifaxEvent users only
Recommended prior knowledge – user basics, finance basics
Continue your finance journey with the Finance Advanced session! Product Specialist Joe Trigg will expand on the previous session by looking at more complex scenarios within your finance process. Learn how to void and credit invoices as well as batch invoicing to save time.
What is covered in the training:
- Invoice search and invoice export
- Batch invoicing
- Amount search
- Batch invoice from amount search
- Voiding and crediting invoices
- Trading names + Payment terms
- Invoice description configuration
- Turning on export types
- Entity search and standard reports for finances
- Price types (if time)
Outcomes – understand and execute more complicated financial processes.
Who should attend – Finance team members looking to integrate systems more closely and save time. Artifax Administrators or team leads who need to manage batch invoice runs.
Course Format – 1 x 2 hour session.