About the Content
This course guides Small and Medium Businesses through the end-to-end process of integrating transaction data from various sources into a centralized system for improved financial visibility, automation, and reporting. Learners will explore automated and manual import methods, data mapping and source configuration using AppVentory.
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 (3 mins)
- Tutorial: Adding Single Transactions (2 mins)
- Video: Managing Your Transactions (2 mins)
- Tutotial: Automating with Custom Mapping Rules (3 mins)
-
Summary
- Summary: Spend Overview
About the Content
This course guides Small and Medium Businesses through the end-to-end process of integrating transaction data from various sources into a centralized system for improved financial visibility, automation, and reporting. Learners will explore automated and manual import methods, data mapping and source configuration using AppVentory.
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 (3 mins)
- Tutorial: Adding Single Transactions (2 mins)
- Video: Managing Your Transactions (2 mins)
- Tutotial: Automating with Custom Mapping Rules (3 mins)
-
Summary
- Summary: Spend Overview