9/23/2020 at 10:30 AM CT
Personify processes all transactions and payments through batches. Trainees will learn how to create these batches in Personify. During the training, learners will take payments on existing and created orders, reconcile, and post their batches. This training will discuss what policies and procedures the organization will want to have in place with it come to finances and payment handling.
Objectives:
- Utilizing the batch concept within Personify360, learners will be able to group transactions such as payments, adjustments, sales into batches that are used to reconcile financial data on a daily, monthly, and annual basis within their existing accounting structure and financial procedures.
- By the end of this session, learners will know which batch type to use and the receipt type details to include based on transaction type, their internal financial policies and procedures, and the organization’s need using Personify360.
- Using the Batch Control screen within Personify360, staff will know how to manage standard batch processes such as creating, opening, closing, finalizing, posting, and modifying batch information based on their existing financial policies and procedures by the end of this session.
- Over the course of this session, learners will understand the AOA’s recommendation for batch creation best practices for multiple payment types, as well as best practices for batch reconciliation