Understanding Financial Documents

Understanding Financial Documents

Duration: 1-day short course                                        

Cost: £200 + VAT              

Venue: 5-7 Museum Place, Cardiff. CF10 3BD

This Understanding Financial Documents training course has been designed to help you to understand the purpose of financial documents and processes. Use these skills on a daily basis in business for customer and supplier documentation. It will show you how to keep records and to work effectively, and remain compliance.

Course contents

  • Customer documentation and records.
  • Supplier documentation and records.
  • Recording receipts and payments in the cashbook, and checking bank activities.

Learning outcomes

After completing the making sense of financial documents training course, you will be able to:

  • Understand the purpose of financial documents such as invoices, and bank reconciliations
  • Keep records so that they can work effectively and remain compliance
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