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Civic Platform Finance/Accounting Users

A selection of Civic Platform End-user courses designed to teach agency finance and accounting users the skills needed to work within the Civic Platform.

Description

Welcome to our comprehensive selection of Civic Platform End-user courses, specifically designed to equip agency finance and accounting users with the essential skills needed to efficiently work within the Civic Platform. This self-paced training program is tailored for individuals in finance and accounting roles, enabling them to utilize the Civic Platform effectively for streamlined financial processes.

By the end of this self-paced training, participants will have developed a strong foundation of basic skills in the key areas of the Civic Platform crucial for finance and accounting users. Whether you're a new user or seeking to enhance your existing knowledge, this course will equip you with the expertise needed to confidently navigate the Civic Platform and streamline financial processes.

Enroll today and embark on your journey to becoming a skilled Civic Platform user in the finance and accounting domain. Maximize your productivity and ensure streamlined financial operations using the powerful features of the Civic Platform!

Course Objectives

Upon completion of this training series, participants will have developed a strong foundation of basic skills in various key areas of the Civic Platform essential for finance and accounting users. The course curriculum focuses on the following critical areas:

  1. Civic Platform Basics:

    • Gain a comprehensive understanding of the Civic Platform's core functionalities and features relevant to finance and accounting.
    • Navigate the user interface with confidence and ease, focusing on finance-specific tools and workflows.
    • Personalize your workspace to optimize productivity for financial tasks.
  2. Working with Filters:

    • Master the art of using filters to efficiently retrieve and manage financial data within the Civic Platform.
    • Learn advanced filtering techniques to refine search results effectively, specifically tailored to finance and accounting needs.
    • Streamline financial data retrieval and analysis using filter capabilities.
  3. Working with Records:

    • Develop proficiency in working with financial records within the Civic Platform.
    • Learn how to review, update, and manage financial records seamlessly.
    • Understand the importance of data integrity and accuracy in finance-related processes.
  4. Working with Fees:

    • Explore the features and tools for managing fees within the Civic Platform.
    • Learn how to set up and configure fee structures.
    • Understand the fee management process, including assessment, tracking, and reconciliation.
  5. Managing Payments:

    • Gain insights into payment management within the Civic Platform.
    • Learn how to process and track payments efficiently.
    • Understand the integration with payment gateways and financial systems.
  6. Working with Sets:

    • Master the utilization of Sets within the Civic Platform for financial workflows.
    • Learn how to organize, group, and manage financial data using Sets.
    • Explore the benefits of Sets for efficient financial analysis and reporting.

Target Audience

Finance and/or Accounting users

Class Technical Requirements

  1. Access to the Accela Success Community (follow instructions in registration confirmation email from Accela University to gain Success Community access).
  2. Stable Internet Connection.
  3. The following urls whitelisted:
    • https://accelau.my.trailhead.com
    • https://vimeo.com
  4. Audio/video capabilities enabled

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