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Finance Advanced

£165.00

Attendees will learn how to adjust saved prices of Rooms and Resources in ArtifaxEvent. We will work through outputs to finance system and how to code your finances from ArtifaxEvent to match. We will also discuss how to run batch invoices to save time by running invoices periodically for everything in the date range rather than individually.

Category:

Description

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
  • Refunds
  • 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.

All rights reserved © 2023 Artifax Software Limited. Registered in England and Wales No: 02007321 / VAT Reg No: GB 813 0421 81 / ICO No: Z5078823
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