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Corporate Essentials - Understanding and processing financial documents

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    Process documents and reconcile bank accounts to increase efficiency and reduce errors.
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    Record financial transactions accurately and comply with VAT regulations.
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    Keep and maintain accurate records.

Overview

Off the shelf (OTS)

This is a practical training course that will enable you to understand the purpose of documents right from purchase orders through to bank reconciliation statements. It will also show you how to keep appropriate financial records. This course is suitable for you if you don’t have any, or only have limited understanding/ experience of bookkeeping, but are in a role that involves processing financial documents and requires an overview of buying and selling and reconciling receipts and payments.

This course covers:
•Buying and selling.
•Sales.
•Purchases
•Banking.

This course is designed for non-finance professionals or those at the start of their finance journey, with no prior knowledge or experience required. Also suitable for those who work in the finance department but have limited experience or need a fast-track grounding in Accountancy & Finance. This is not a qualification and there are no exams or formal assessments included in this course, making it ideal for learners who prefer a relaxed and practical learning environment.

Delivery method
Face to face icon

Face to face

Virtual icon

Virtual

Course duration
Duration icon

3.5 hours

Competency level
Foundation icon

Foundation

Pink building representing strand 4 of the campus map
Delivery method
  • face to face icon

    Face to face

  • Virtual icon

    Virtual

Course duration
Duration icon

3.5 hours

Competency level
  • Foundation icon

    Foundation

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