AAT Essentials - Understanding and processing financial documents

This course helps business professionals keep records and understand the purpose of documents from purchase orders through to bank reconciliation statements.

It's suitable for those who don’t have any, or limited understanding or experience of bookkeeping and are in a role that involves first contact with financial documents, such as purchase orders.

What it covers:

• Buying & Selling
• Purchasing
• Sales
• Banking

Skills gained:

• After completing the course, delegates will have learned:
• How to determine the sale and purchase elements of a transaction
• What VAT is, how it works and how to calculate it
• How to generate customer statements
• How to check purchase invoices
• How to record payments and receipts of cash transactions
• Bank reconciliation processes
• Confidence and effectiveness when processing documents to increase efficiency and reduce errors
• The knowledge they need to make informed finance decisions.

Length and certification:

The training programme runs for half a day. Delegates will receive a certificate at the end of the programme.

Refreshments will be provided throughout the morning.

About the SMART Business Hub:

The SMART Business hub exists for the success of small businesses in Suffolk and beyond. We offer all of the essential tools to help businesses and business people to grow and succeed and we have helped countless business do just that.

We are an AAT essentials licensee and have state of the art training facilities to ensure the highest quality of training. With courses built by the mighty AAT and delivered by highly trained individuals, with masses of experience in accountancy and business, we have the winning formula for success.

Hurry, places are limited.