Completing the Partner Cash Manager Gold Certification
Once you’ve run through the Cash Manager Getting Started Training Guide 2, you’re ready to be certified.
This is easy to do, in a few steps:
- Complete the exercise below (on your desktop version of Cash Manager);
- Do this by recording the exercise (see How to Certify, below);
- Once complete, email us your outcomes.
Gold Certification Exercises
- Show how to get to Supplier Info and where to update Supplier Aging;
- Show how to do a Budget Comparison across two of the three Budgets you set up in your Intermediate Training;
- Point out where you can create a Budget using the actuals within the Accounting;
- In the 30 Days Cash Flow (under settings) include all Filters for Cash Flow but exclude Creditor Open Purchase Orders;
- When viewing the 30-Day Cash Flow Forecast, point out the end of day Cash Balance, on three separate days;
- Customise one or two Charts.