CFG-CA01 – Staff Advances & Claims Module

 About this course

The Century Financials Staff Claims & Advances is a 2 day course which is ideal for those candidates who are responsible of the data entry, daily operations and administration of the claims & Advance module.

This course will benefit people who need further understanding of the current functionalities of the system and for those who require a refresher course. It encompasses a wide variety of the Claims & Advance features and functions.

The training will provides a detail working knowledge to take away with you where you will have understand how setup the master files, understand the type of claims (Travel & Miscellaneous) and the Claim & Advance process flow and business rule.

h Course Objectives

Upon completion of this course of this course you should be able to:

• Understand the steps required to generate, release and control advances and claims.
• Understand the new functions in the Claims & Advance module which is related to the EFT features.
• Understand how to fix reconciliation problems.
• Understand what are the do’s and don’ts of the Claim & Advance module.
• Understand what are the main setup features of this module.
• Understand how to easily track outstanding advances by using detailed open items and available reports.
• Understand the integration between the claims & Advance module with payroll, Cash Book, Project Costing and General Ledger.

 Target Audience

Employee who are in charge of the Accounts Department who handle staff claims & advances.

 Course Outline

 Administrative Details