Financial Services operating a gold contract

About this course

The focus of the training will be to look at the options available with a Gold contract. The course will also look at the required monthly financial processes that need to be completed ahead of a Financial Services visit. The course will look at entering salaries to the salary monitor and then to Arbor Finance, reconciling the bank account, completing a comprehensive system reconciliation, running a mismatch report and submitting the VAT claim.

Learning Outcomes

• understand the options available as part of a Gold contract
• understand how to identify and correct incorrect transactions
• enter salaries to the salary monitor and Arbor Finance
• reconcile the bank account
• understand the how to complete a Comprehensive System Reconciliation including VAT reconciliation
• understand the key timings of tasks and how the work completed by the school feeds into the work undertaken by the Finance Business Partner