Difference between revisions of "13 Banking"
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Answers= | Answers= | ||
| + | [[1 Payments]] | ||
| + | [[2 Deposits and Cheques]] | ||
| + | [[3 Deposit Entry]] | ||
| + | [[4 Deposited List]] | ||
| + | [[5 To Be Deposited]] | ||
| + | [[6 POS Deposits]] | ||
| + | [[7 Group Payments]] | ||
| + | [[8 Preferences]] | ||
| + | [[9 Group Deposits]] | ||
| + | [[10 Bank Report]] | ||
| + | [[11 Drill Downs]] | ||
| + | [[12 Cheque]] | ||
| + | [[13 Memorised Transactions]] | ||
| + | [[14 Print Cheques]] | ||
| + | [[15 EFT]] | ||
| + | [[16 Reconciliation]] | ||
| + | [[17 On Hold]] | ||
| + | |||
| + | |||
| + | </menu> | ||
| + | |||
| + | == Overview == | ||
| + | |||
| + | Banking Training | ||
| + | |||
| + | <br> 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? | ||
| + | |||
| + | <br> Notes: Are there any aspects in this area that more training would be useful? | ||
| + | |||
| + | _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ | ||
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?
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
