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Banking Reconciliation and Authorization Tools Course

Banking Reconciliation and Authorization Tools Course
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

This course equips you with hands-on skills to fix discrepancies, manage timing issues, and record precise correction entries. Gain knowledge on detailed reconciliation processes, matching criteria, data setup, along with robust controls for user permissions, approvals, notifications, and performance indicators to enhance cash management and minimise mistakes efficiently.

Elevify advantages

Develop skills

  • Prepare bank data by cleaning, standardising, and structuring statements for swift reconciliation.
  • Map ledgers by configuring cash, bank, and clearing accounts to ensure clear audit records.
  • Implement automated matching using ERP and Excel rules for rapid and precise bank reconciliations.
  • Handle exceptions by addressing fees, timing differences, duplicates, and incorrect receipts.
  • Set up authorisation controls with alerts, approvals, and roles to avoid fraudulent activities.

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.
Workload: between 4 and 360 hours

What our students say

Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content that I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way of presentation and video transcription, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot in learning.
André Felipe
André FelipePrompt Engineering Student

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