About the Content
This course equips Tech Advisors with the skills to manage and streamline transaction data across multiple businesses, both their clients' and their own, within AppVentory. You'll learn how to combine financial data from various sources into a centralized system to enhance visibility, automation, and reporting. The course covers automated and manual import methods, data mapping, and source setup, all tailored to multi-entity financial management.
Prerequisite Courses:
Introduction to AppVentory Business Growth, Managing User Data
Categories
-
Introduction to Spend Overview
- Learning Outcomes
- Video: Introduction to Spend Overview (4 mins)
-
Managing Transaction Data
- Video: Importing Spend Data in Bulk (2 mins)
- Tutorial: Adding Single Transactions (2 mins)
- Video: Managing Your Transactions (2 mins)
- Tutorial: Automating with Custom Mapping Rules ( 3 mins)
-
Client Transaction Data
- Video: Client Transaction Data (3 mins)
-
Summary
- Summary: Spend Overview
About the Content
This course equips Tech Advisors with the skills to manage and streamline transaction data across multiple businesses, both their clients' and their own, within AppVentory. You'll learn how to combine financial data from various sources into a centralized system to enhance visibility, automation, and reporting. The course covers automated and manual import methods, data mapping, and source setup, all tailored to multi-entity financial management.
Prerequisite Courses:
Introduction to AppVentory Business Growth, Managing User Data
-
Introduction to Spend Overview
- Learning Outcomes
- Video: Introduction to Spend Overview (4 mins)
-
Managing Transaction Data
- Video: Importing Spend Data in Bulk (2 mins)
- Tutorial: Adding Single Transactions (2 mins)
- Video: Managing Your Transactions (2 mins)
- Tutorial: Automating with Custom Mapping Rules ( 3 mins)
-
Client Transaction Data
- Video: Client Transaction Data (3 mins)
-
Summary
- Summary: Spend Overview