Banking Reconciliation and Authorization Tools Course
This course provides essential skills for effective bank reconciliation and authorisation, focusing on practical tools to manage discrepancies, automate processes, and implement security controls in financial operations.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Bank Reconciliation and Authorisation Tools Course equips you with practical skills to sort out discrepancies, manage timing issues, and enter precise correction records. You'll learn step-by-step reconciliation processes, matching guidelines, and data setup, along with straightforward controls for user permissions, approvals, notifications, and performance measures to bolster cash management and cut down on mistakes efficiently.
Elevify advantages
Develop skills
- Prepare bank data by cleaning, standardising, and structuring statements for swift reconciliation.
- Map ledger accounts for cash, banks, and clearings to ensure clear audit paths.
- Set up automated matching using ERP and Excel rules for rapid and precise bank reconciliations.
- Handle exceptions like fees, timing differences, duplicates, and wrongly applied payments.
- Implement authorisation controls with alerts, approvals, and roles to guard against fraud.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

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