Training Finance Teams

Training managers can capitalize on existing knowledge articles to design efficient training programs for finance users. These articles contain a wealth of information and procedural guidance that can be incorporated into training modules.

Here's how each article can be used in your training design, along with their respective links:

How to Create and Assign Currency Books to a Business Unit: This can be used in a module teaching about handling currency-related tasks within the system. Trainers can create exercises where trainees create and assign currency books to hypothetical business units.
How to Export Billback Invoices To An External Accounting System: This article could be used for a module on exporting financial data. Exercises can involve exporting example billback invoices to a mock external accounting system.
How to Export Prepaid Invoices To An External Accounting System: Similar to the previous article, this can be incorporated in the module on data exportation. It could also be paired with the previous article in a session about different invoice types.
How to Export Supplier Invoices to a CSV File: Trainers can use this article to help users understand how to generate supplier invoices and exporting them.
How to Update Supplier Payment Rules on Itineraries (Force Recalculation): This article can be used in a module focused on handling and adjusting supplier payments.
How to Create a Reseller Statement: This can form the basis for a module about reseller management. This article and the following ones can be grouped into a larger module about "Reseller Management".
How to Create Reseller Agreements
How to Prepare for Reseller Statements
How to Send a Reseller Statement
How to Use Reseller Statements
How to Set up a Reseller Payment Schedule
How to Create Supplier Agreements and Payment Rules: Use this for a module on supplier agreement and payment rule creation.

The remaining articles can be used to create a comprehensive module on handling supplier invoices:

How to Create and Allocate Billback Supplier Invoices in a single Itinerary
How to Create and Allocate Billback Supplier Invoices to Multiple Itineraries
How to Create and Allocate Prepaid Supplier Invoices with a bulk operation
How to Create and Allocate Self-bill Supplier Invoices with a bulk operation
How to Create a Supplier Invoice with an Overcharge or Undercharge
How to Use Supplier Invoices
How to Process a Bulk Payment: Finally, use this article in a module focused on bulk payment processing.

These articles will act as both the content basis for your training sessions and as supplementary reading for trainees. By using them to structure your training program, you ensure that your program is robust and covers all necessary information in detail.