CFG-CA01 – Staff Advances & Claims Module

about this course

The Century Financials Staff Claims & Advances is a 2 day course which is ideal for those candidates who are responsible of the data entry, daily operations and administration of the claims & Advance module.

This course will benefit people who need further understanding of the current functionalities of the system and for those who require a refresher course. It encompasses a wide variety of the Claims & Advance features and functions.

The training will provides a detail working knowledge to take away with you where you will have understand how setup the master files, understand the type of claims (Travel & Miscellaneous) and the Claim & Advance process flow and business rule.

course objectives

Upon completion of this course of this course you should be able to:

  • Understand the steps required to generate, release and control advances and claims.
  • Understand the new functions in the Claims & Advance module which is related to the EFT features.
  • Understand how to fix reconciliation problems.
  • Understand what are the do’s and don’ts of the Claim & Advance module.
  • Understand what are the main setup features of this module.
  • Understand how to easily track outstanding advances by using detailed open items and available reports.
  • Understand the integration between the claims & Advance module with payroll, Cash Book, Project Costing and General Ledger.

target audience

Employee who are in charge of the Accounts Department who handle staff claims & advances.

course outline

Day 1

Introduction
Brief explanation of the Claim & Advance module

Setup
Claimant Master File
CA Company
CA Department

Claims & Advanced Operations
Advance registration process
Allocation of claims to advance
Open Item – Advance
Direct CA Adjustment
Payroll CA Adjustment

 

Day 2

Claims & Advance Operations (cont..)
Relationship between CA and CB
Relationship between CA and Payroll
Generation of Statements

Reporting
CA Ledger Listing Report
CA Statement of Balance Report
Summary Advanced by Department

Administrative Details
  • Course Fee
    RM 1,590 / pax (incl. SST)
  • Duration
    2 Days
  • Lunch and refreshment provided

Download Brochure

How can we help you?

Contact us or e-mail us today and we will get in touch with you on your inquiry.

The training was well organized and the trainer presented it very clearly. He was able to explain in simple terms for all the newbies to understand the system

Fazid Ahmad

Interested in Training Programs?