The Package:

Get more than just videos.

  • Tasks & solutions designed to test your knowledge in real-life situations

  • Multiple choice quizzes to test your knowledge throughout

  • End of course multiple choice quiz

  • Completion certificate to prove your involvement

Course Curriculum

Free preview video in the Course Intro & Overview, Chapter 3, and Chapter 7

  • 1

    Course Introduction and Overview

  • 2

    Chapter 1: Introduction and Overview

    • Introduction
    • 1. Logging in / Logging out
    • 2. Your Settings and Personalisations
    • 3. Notifications
    • 4. Breakdown of Screen Layout
    • 5. Search Function
    • 6. List Views
    • 7. Card Views
    • 8. Dates & Filter Criteria
    • Conclusion
    • Test your learning
  • 3

    Chapter 2: Basic General Ledger Management

    • Introduction
    • 1. Chart of Accounts
    • 2. Reporting Dimensions
    • 3. General Journals
    • 3.1 Task: Create Your Own Journal
    • 3.1 Solution: Create Your Own Journal
    • 3.2 Task: Enter Journal for Correcting an Expense Posting Using 'Show Fewer Columns' Option
    • 3.2 Solution: Enter Journal for Correcting an Expense Posting Using 'Show Fewer Columns' Option
    • 3.3 Task: Enter Journal for Correcting an Expense Posting Using 'Show More Columns' Option
    • 3.3 Solution: Enter Journal for Correcting an Expense Posting Using 'Show More Columns' Option
    • 3.4 Task: Create Standard Journals With Multiple Lines
    • 3.4 Solution: Create Standard Journals With Multiple Lines
    • 4. General Reporting
    • Conclusion
    • Test your learning
  • 4

    Chapter 3: Sales Ledger Management

    • Introduction
    • 1. Customer Records FREE PREVIEW
    • 1.1 Task: Create A Customer
    • 1.1 Solution: Create A Customer
    • 1.2 Task: Edit Customer
    • 1.2 Solution: Edit Customer
    • 2. Sales Invoices & Credit Notes
    • 2.1 Task: Create Sales Invoice
    • 2.1 DOWNLOADS
    • 2.1 Solution: Create Sales Invoice
    • 2.2 Task: Create Credit Note For Posted Sales Invoice Manually
    • 2.2 Solution: Create Credit Note For Posted Sales Invoice Manually
    • 2.3 Task: Create Credit Note For Posted Sales Invoice Using Copy Document
    • 2.3 DOWNLOADS
    • 2.3 Solution: Create Credit Note For Posted Sales Invoice Using Copy Document
    • 2.4 Task: Create Credit Note For Posted Sales Invoice Using Get Posted Lines
    • 2.4 DOWNLOADS
    • 2.4 Solution: Create Credit Note For Posted Sales Invoice Using Get Posted Lines
    • 2.5 Task: Correct Invoice
    • 2.5 DOWNLOADS
    • 2.5 Solution: Correct Invoice
    • 2.6 Task: Cancel Invoice
    • 2.6 DOWNLOADS
    • 2.6 Solution: Cancel Invoice
    • 3. Sales Ledger Journals
    • 3.1 Task: Create Cash Receipt Journal For Customer Payment Without Application
    • 3.1 Solution: Create Cash Receipt Journal For Customer Payment Without Application
    • 3.2 Task: Create Cash Receipt Journal For Customer Payment With Application
    • 3.2 DOWNLOADS
    • 3.2 Solution: Create Cash Receipt Journal For Customer Payment With Application
    • 3.3 Task: Create Cash Receipt Journal For Partial Customer Payment With Application
    • 3.3 DOWNLOADS
    • 3.3 Solution: Create Cash Receipt Journal For Partial Customer Payment With Application
    • 4. Managing Sales Ledger Allocations
    • 4.1 Task: Apply Application
    • 4.1 Solution: Apply Application
    • 4.2 Task: Unapply Application
    • 4.2 Solution: Unapply Application
    • 4.3 Task: Move Incorrect Payment From One Customer To Another
    • 4.3 Solution: Move Incorrect Payment From One Customer To Another
    • 5. Sales Ledger Reports
    • 6. Direct Debits FREE PREVIEW
    • Conclusion
    • Test your learning
  • 5

    Chapter 4: Purchase Ledger Management

    • Introduction
    • 1. Vendor Records
    • 1.1 Task: Create Vendor
    • 1.1 Solution: Create Vendor
    • 1.2 Task: Edit Vendor
    • 1.2 Solution: Edit Vendor
    • 2. Purchase Invoices & Credit Notes
    • 2.1 Task: Create Purchase Invoice
    • 2.1: DOWNLOADS
    • 2.1 Solution: Create Purchase Invoice
    • 2.2 Task: Create Purchase Invoice with Amending VAT Amount
    • 2.2 DOWNLOADS
    • 2.2 Solution: Create Purchase Invoice with Amending VAT Amount
    • 2.3 Task: Create Credit Note for Posted Purchase Invoice Manually
    • 2.3 DOWNLOADS
    • 2.3 Solution: Create Credit Note for Posted Purchase Invoice Manually
    • 2.4 Task: Create Credit Note For Posted Purchase Invoice Using Copy Document
    • 2.4 DOWNLOADS
    • 2.4 Solution: Create Credit Note For Posted Purchase Invoice Using Copy Document
    • 2.5 Task: Create Credit Note For Posted Purchase Invoice Using Get Posted Lines
    • 2.5 DOWNLOADS
    • 2.5 Solution: Create Credit Note For Posted Purchase Invoice Using Get Posted Lines
    • 2.6 Task: Correct Invoice
    • 2.6 DOWNLOADS
    • 2.6 Solution: Correct Invoice
    • 2.7 Task: Cancel Invoice
    • 2.7 DOWNLOADS
    • 2.7 Solution: Cancel Invoice
    • 3. Purchase Ledger Journals
    • 3.1 Task: Put Purchase Invoice On Hold
    • 3.1 DOWNLOADS
    • 3.1 Solution: Put Purchase Invoice On Hold
    • 3.2 Task: Create Payment Journal Using Suggest Vendor Payments - With Apply & Unapply
    • 3.2 DOWNLOADS
    • 3.2 Solution: Create Payment Journal Using Suggest Vendor Payments - With Apply & Unapply
    • 3.3 Task: Create Payment Journal For An Expense Payment
    • 3.3 Solution: Create Payment Journal For An Expense Payment
    • 4. Managing Purchase Ledger Allocations
    • 4.1 Task: Unapply Application
    • 4.1 Solution: Unapply Application
    • 4.2 Task: Apply Application On Multiple Transactions
    • 4.2 Solution: Apply Application On Multiple Transactions
    • 4.3 Task: Move Incorrect Payment From One Vendor To Another
    • 4.3 Solution: Move Incorrect Payment From One Vendor To Another
    • 5. Purchase Ledger Reports
    • Conclusion
    • Test your learning
  • 6

    Chapter 5: Bank Account Management

    • Introduction
    • 1. Bank Account Records
    • 2. Bank Account Journals
    • Conclusion
    • Test your learning
  • 7

    Chapter 6: Manual Bank Reconciliation

    • Introduction
    • 1. Managing Manual Bank Reconciliations
    • Conclusion
    • Test your learning
  • 8

    Chapter 7: VAT Reporting

  • 9

    Chapter 8: Month End Procedures

    • Introduction
    • 1. Posting Dates
    • 2. Reporting
    • Conclusion
    • Test your learning
  • 10

    Core Financials Final Quiz

    • Final Quiz

Pricing & Purchase

First payment for 3 months access then optional continued subscription payment every 3 months.