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[[1 Payments]]
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[[2 Deposits and Cheques]]
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[[3 Deposit Entry]]
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[[4 Deposited List]]
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[[5 To Be Deposited]]
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[[6 POS Deposits]]
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[[7 Group Payments]]
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[[8 Preferences]]
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[[9 Group Deposits]]
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[[10 Bank Report]]
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[[11 Drill Downs]]
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[[12 Cheque]]
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[[13 Memorised Transactions]]
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[[14 Print Cheques]]
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[[15 EFT]]
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[[16 Reconciliation]]
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[[17 On Hold]]
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</menu>
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== Overview  ==
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Banking Training
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<br> Company:___________________________ Signed:____________________________
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Name:___________________ Position:______________ Date: _____________
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 +
Trainee to complete: Please tick
 +
 +
1. [ ] Payments - Have you watched the payments video?
 +
 +
2. [ ] Deposits and Cheques - Where are these type of entries normally done
 +
 +
3. [ ] Deposit Entry - What is a Deposit Entry?
 +
 +
4. [ ] Deposited List - What information can be found in the Deposited List?
 +
 +
5. [ ] To Be Deposited - Has it been explained how the 'To Be Deposited' screen should be used for multiple deposits?
 +
 +
6. [ ] POS Deposits - Where do the takings from the tills typically display?
 +
 +
7. [ ] Group Payments - Do you understand the benefit of grouping all your deposits, before banking them?
 +
 +
8. [ ] Preferences - Have you defined your preferences for payments?
 +
 +
9. [ ] Group Deposits - Do you understand the benefit of grouping your cash sales for the "To Be Deposited" screen?
 +
 +
10.[ ] Bank Report - Can you open your Bank Report list?
 +
 +
11.[ ] Drill Downs - Can you drill into the transactions?
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 +
12.[ ] Cheque - How do you create and print a Cheque?
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13.[ ] Memorised Transaction - How do you memorise and repeat a transaction?
 +
 +
14.[ ] Print Cheques - Can you print multiple Cheques?
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 +
15.[ ] EFT - How do you send a transaction to the EFT module?
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16.[ ] Reconciliations - How do you Reconcile a Bank Account?
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17.[ ] On Hold - How do you place a Reconcilation on Hold?
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<br> Notes: Are there any aspects in this area that more training would be useful?
 +
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_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

Latest revision as of 12:07, 12 November 2014

Overview

Banking Training


Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Payments - Have you watched the payments video?

2. [ ] Deposits and Cheques - Where are these type of entries normally done

3. [ ] Deposit Entry - What is a Deposit Entry?

4. [ ] Deposited List - What information can be found in the Deposited List?

5. [ ] To Be Deposited - Has it been explained how the 'To Be Deposited' screen should be used for multiple deposits?

6. [ ] POS Deposits - Where do the takings from the tills typically display?

7. [ ] Group Payments - Do you understand the benefit of grouping all your deposits, before banking them?

8. [ ] Preferences - Have you defined your preferences for payments?

9. [ ] Group Deposits - Do you understand the benefit of grouping your cash sales for the "To Be Deposited" screen?

10.[ ] Bank Report - Can you open your Bank Report list?

11.[ ] Drill Downs - Can you drill into the transactions?

12.[ ] Cheque - How do you create and print a Cheque?

13.[ ] Memorised Transaction - How do you memorise and repeat a transaction?

14.[ ] Print Cheques - Can you print multiple Cheques?

15.[ ] EFT - How do you send a transaction to the EFT module?

16.[ ] Reconciliations - How do you Reconcile a Bank Account?

17.[ ] On Hold - How do you place a Reconcilation on Hold?


Notes: Are there any aspects in this area that more training would be useful?

_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

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