AAT Essentials Understanding and Processing Financial Documents (1/2 Day)
This is a practical Understanding and Processing Financial Documents training course that will enable you to understand the purpose of documents right from purchase orders through to bank reconciliation statements. It will also show you how to keep appropriate financial records. This course is suitable for you if you don’t have any, or only have limited understanding/ experience of bookkeeping, but are in a role that involves processing financial documents and requires an overview of buying and selling, and reconciling receipts and payments.
What does the course cover?
- Buying and selling.
- Sales.
- Purchases.
- Banking.
What skills will you gain?
- Calculate VAT and check it’s correctly included on an invoice.
- Generate sales documentation.
- Check purchase documentation.
- Record cash transactions.
- Record receipts for credit sales and payments for credit purchases.
- Bank reconciliation processes.
Learning outcomes:
- Build your employees’ confidence and effectiveness when processing documents and reconciling bank accounts to increase efficiency and reduce errors.
- Raise your employees’ awareness of the importance of recording financial transactions accurately and of complying with VAT regulations.
Delivery Methodology:
- Presentation by tutor
- Case study
- Practical activity
Course Duration:
1/2 Day (3.5 hours / half day)
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