Banking Reconciliation and Authorization Tools Course
This course provides essential skills for effective bank reconciliation and authorisation, focusing on practical tools to ensure accuracy in financial records and secure transaction approvals.

4 to 360 hours 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 criteria, and data setup, along with straightforward controls for user permissions, sign-offs, notifications, and performance measures to boost cash management and cut down on mistakes efficiently.
Elevify advantages
Develop skills
- Bank data prep: clean, standardise, and format statements for swift reconciliation.
- Ledger mapping: configure cash, bank, and clearing accounts for clear audit paths.
- Automated matching: create ERP and Excel rules for rapid, precise bank recs.
- Exception handling: sort out fees, timing differences, duplicates, and misapplied payments.
- Authorisation controls: set up alerts, approvals, and roles to stop 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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