SIMS Finance - Housekeeping and Maintenance
Course overview
This course will look at the ‘housekeeping’ of SIMS Finance (particularly useful before End of Year procedures). It will also explore areas of maintenance and amendments of the operation of SIMS Finance.
Benefits of attending
You will be able to maintain certain areas of SIMS Finance and gain skills to be able to enquire, report on job processing, attached documents, workflows and file manager.
What you will learn
*Record Leave Maintenance to temporarily change authoriser (RSS)
* Adding Authority Levels (RSS)
* Reassigning PO Requisitioners (RSS)
* Adding new Budget Checking Rules (RSS)
* Adding a Purchase Order Book (RSS)
* Adding Location Code (RSS)
* Adding a VAT Rate Code in (PRL)
* Adding a new Site Code In (CMS)
* Adding Credit Terms, Customer Types and VAT Codes (SLS)
* How to record Spreading Journals in (NML only)
* Adding a Bank Account (CEN)
* How to change Company Defaults (CEN)
* How to delete/view stored attachments (ADM)
* Viewing Workflow Viewer and Settings (WKF).
Who is it for?
Some understanding of the use of SIMS Finance is required.
Learning Pathway: #SIMSFinance
Course details
- Phase of education
-
- Primary
- Secondary
- Delivery Type
- Remote
- Course code
- SFHM-05-05
- Duration
- Half Day
- Categories
- Finance
Upcoming scheduled courses
There are no classes currently scheduled for this course. Please email simstraining@parentpay.com for further details.