During this 2-hour workshop, you will receive a thorough overview of the logic behind accounting and approval templates to help automate your company’s invoicing processes. With the support of a consultant, you will go through all the steps involved in creating templates and can ask for advice about templates you have already created or plan to create.
Topics:
- Creating and using posting templates to automate the management of purchase invoices.
- Creating and using approval templates to automate activities related to approval workflows.
- Reviewing templates previously set up under the company account and correcting them if necessary.
Target audience:
All Finbite platform users who work with approval and posting templates and would like to create new ones or review existing templates to ensure they function as required.
Maximum group size: 6 participants.
Training fee:
The training fee is €129 + VAT per participant. No separate invoice will be issued for the training; the fee will be added to the end-of-month service invoice.
Location:
The workshop will take place at Peterburi tee 2f, Tallinn.