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Banking Reconciliation and Authorization Tools Course

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

What will I learn?

This course equips you with hands-on skills to fix discrepancies, manage timing issues, and enter precise correction records. You'll master detailed reconciliation processes, matching criteria, data setup, and robust controls for user permissions, approvals, notifications, and performance metrics to boost cash management and cut down 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 rules in ERP and Excel for rapid, precise reconciliations.
  • Handle exceptions like fees, timing differences, duplicates, and wrong payment applications.
  • Implement authorisation controls with alerts, approvals, and roles to block fraud.

Suggested summary

Before starting, you can change the chapters and 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

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet my boss's and the company's expectations.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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