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The AvidPay for End Users course consists of lessons that cover several topics relating to AvidPay processes and best practices. You’ll gain insight into different payment statuses for both pending approval and payment processing stages. In addition, you’ll learn about aging payments and the follow-up process. Then, you’ll wrap things up by discussing AvidXchange’s supplier services.
Learning Objectives:
Recognize the AvidPay product and locate key features in order to access your portal and process payments.
Illustrate the AvidPay timelines and payment methods
Define payment statuses allowing for accurate payment research
Outline how AvidXchange interacts with suppliers and the purpose for each communication
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: None
The AvidPay for Portal Administrators course consists of lessons that cover several topics relating to AvidPay processes and best practices. You’ll gain insight into different payment statuses for both pending approval and payment processing stages. You’ll learn how to search for batches and payments as well as comprehensive information on aging payments and the follow-up process. We’ll wrap things up by discussing AvidXchange’s supplier services.
Learning Objectives:
Recognize the AvidPay product and locate key features in order to access your portal and process payments.
Illustrate the AvidPay timelines and payment methods
Define payment statuses allowing for accurate payment research
Outline how AvidXchange interacts with suppliers and the purpose for each communication
Identify frequently asked questions from end-users and how to troubleshoot them
Learn about potal administrator reportss and searching tools
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: Portal Administrator Role in your AvidXchange Portal
The AvidBuy for End Users course provides an overview of the AvidXchange Purchase Order (PO) product. The modules in the course cover topics ranging from configuration to fulfillment. We’ll review the processes for creating, submitting, coding, and approving requisitions. As you navigate through the course you’ll gain insight into the process of matching approved purchase orders to invoices.
Learning Objectives:
Match the correct step number with the appropriate step action to create and submit a purchase order
Choose the correct tab to add a comment to a requisition and/or email a comment from within the requisition screen
Recognize the process for attaching supporting documentation to a requisition
Select the appropriate tab used to review requisition workflow steps or research actions taken on a requisition
Demonstrate the ability to complete coding and approving tasks by navigating through the Orders area of the portal
Process purchase orders by reviewing, coding (when applicable) and approving
Define the process for purchase order to invoice matching
Create a receipt from an order in AvidBuy
Prepare your organization for utilizing 2 and 3-way matching by understanding permissions and details related to match policies
Distinguish between data provided from the most frequently used reports in AvidBuy
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: None
The AvidBuy for Portal Administrators course provides an overview of the AvidXchange Purchase Order (PO) product. The modules in the course cover topics ranging from configuration to fulfillment. We’ll review the processes for creating, submitting, coding, and approving requisitions. You’ll also gain insight into the process of matching approved purchase orders to invoices.
Learning Objectives:
Design Purchase Order workflows to effectively route invoices through each step of the approval process
Choose a Default Order workflow to associate the supplier record (for applicable supplier level configurations) to that workflow
Associate the user to the Purchase Order workflows (for applicable user level configurations)
Assign users the proper roles and permissions that grant them access to create and/or approve purchase orders
Match the correct Step number with the appropriate Step action to create and submit a Purchase Order
Choose the correct tab to add a comment to a requisition and/or email a comment from within the requisition screen
Recognize the process for attaching supporting documentation to a requisition
Select the appropriate tab used to review requisition workflow steps or research actions taken on a requisition
Demonstrate the ability to complete coding and approving tasks by navigating through the Orders area of the portal
Process Purchase Orders by reviewing, coding (when applicable) and approving
Define the process for purchase order to invoice matching
Create a receipt from an order in AvidBuy
Prepare your organization for utilizing 2 and 3-way matching by understanding permissions and details related to match policies
Distinguish between data provided from the most frequently used reports in AvidBuy
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: Portal Administrator Role in your AvidXchange Portal
The Introduction to Workflows course introduces the process for creating approval workflows and best practices for managing and updating them. You will cover the basic components of workflows to help you understand how to create and utilize workflows within the AvidXchange portal. You will also be presented with a high level overview of workflow fundamentals and how to use them within the AvidXchange portal.
Learning Objectives:
Identify workflow step types
Describe workflow associations and how invoices are entered into the portal
Create and manage workflows to best fit your organization’s needs
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: None
The Tips and Tricks to Save Time in AvidInvoice course reviews how you can save time in your portal using some recommended tips and tricks and streamlining the coding and approving of invoices and administrative focused tips. You will be presented with an overview of best practices for using AvidInvoice, with a specific focus on coding and administrative features.
Learning Objectives:
Topics related to streamlining coding and approving invoices
Administrative focused tips
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: Portal Administrator Role in your AvidXchange Portal
The AvidInvoice for Portal Administrators: Beginner course consists of lessons that cover many Administrator topics including portal configuration, managing the inbox, exception queues and workflows. You’ll explore the life cycle of an invoice as you cover coding and approving invoices, searching for invoices, and the process of batching your invoices into your accounting system. Additionally, you’ll review search and reporting functionality as we search for invoices and create reports.
Learning Objectives:
Recognize the AvidXchange login page and locate key log in features in order to access your portal
Use portal menu options in order to navigate the portal functions
Submit an invoice in the portal in order to code and approve the invoice for future payment and record keeping
Create a workflow in order to automate your invoices in the portal
Plan batches in the portal in order to integrate with your accounting system
Locate and use searching and reporting features in order to organize, sort, and analyze your invoice data and trends
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: Portal Administrator Role in your AvidXchange Portal
The A Day in the Life of a Supplier course explains the different touch points that AvidXchange has with suppliers for payment execution and support. You will learn about how we support your suppliers and process your payments. In this course you will be presented with a high level overview of the supplier communication life cycle within AvidXchange and the different touch points we have with suppliers.
Learning Objectives:
How and when we communicate with suppliers during the buyer onboarding process
How AvidXchange reaches out to suppliers and when we collect preferred payment methods
How AvidXchange executes payments with a supplier
Support resources available to suppliers
Overview of Cashflow Manager
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: None
The Entities Management course reviews fundamentals of identifying and managing entities within your portal. In this course, you will be presented with a high level overview of defining an entity within AvidXchange and best practices in using the AvidXchange portal.
Learning Objectives:
Defining an Entity
Best Practices Within Your Portal
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: None
The AvidInvoice for Portal Administrators: Advanced course is designed for Advanced Administrators looking to refine their skills and learn a few new ones. It consists of modules that cover many Administrator topics including portal configuration, managing the inbox, exception queues and workflows. You’ll cover coding and approving invoices as you explore the life cycle of an invoice as well as searching for invoices and the batching process. Additionally, you’ll review advanced search and reporting functionality as we search for invoices and utilize Portal Administrator reports.
Learning Objectives:
Recognize the AvidXchange login page and locate key log in features in order to access your portal and how to manage Multi-Factor Authentication
Use portal menu options in order to navigate the portal functions including time saving features in the Admin Dashboard such as importing data
Submit an invoice in the portal in order to code and approve the invoice for future payment and record keeping and preventing invoice exceptions
Create a workflow in order to automate your invoices in the portal
Understand more about importing codes and coding features
Plan batches in the portal in order to integrate with your accounting system and learn about auto batching and batch failure management
Locate and use advanced searching and reporting features in order to organize, sort, and analyze your invoice data and trends
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Advanced
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: Portal Administrator Role in your AvidXchange Portal
The AvidInvoice for End Users course consists of lessons and knowledge checks that will prepare non-administrators to use the AvidXchange portal. We’ll cover all the information you’ll need to get started processing your invoices. You’ll be able to submit, review, code, approve and search for invoices ensuring timely processing without escalation.
Learning Objectives:
Recognize the AvidXchange login page and locate key log in features in order to access your portal
Use portal menu options in order to navigate the portal functions
Submit an invoice in the portal in order to code and approve the invoice for future payment and record keeping
Understand the coding and approving process
Locate and use searching and reporting features in order to organize, sort, and analyze your invoice data and trends
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: None
In the AvidAnalytics Roles course, you will learn how to create customized roles for your AvidAnalytics licenses and assign those roles to the appropriate users. AvidAnalytics is a premium embedded Business Intelligence (BI) solution that offers additional capabilities beyond current reporting in the AvidSuite portal and provides invoice and pay data in interactive, immersive dashboards allowing you to drill down into specific areas of interest to gain more actionable insights.
Learning Objectives:
Create two new custom roles for your AvidAnalytics licenses.
Assign permissions to your new **View Only and **Developer roles.
Add your users to their appropriate **View Only and/or **Developer roles.
Add the Analytics Module to the **View Only and **Developer roles.
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: Access to AvidXchange’s AvidAnalytics product
In the AvidAnalytics Creator License course, you will differentiate between the available data models and fields in AvidAnalytics in order to clone, create, and save custom reports. AvidAnalytics is a premium embedded Business Intelligence (BI) solution that offers additional capabilities beyond current reporting in the AvidSuite portal and provides invoice and pay data in interactive, immersive dashboards allowing you to drill down into specific areas of interest to gain more actionable insights.
Learning Objectives:
Select the appropriate data model from the five standard dashboards to prepare your custom report.
Generate a custom report using the Clone button and locate the newly saved dashboard.
Arrange the visualizations and fields in a custom report.
Construct a custom report from a new page and locate the newly saved dashboard.
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: Access to AvidXchange’s AvidAnalytics product with the Creator License Role
In the AvidAnalytics View-Only License course, you will distinguish between the 5 default report dashboards provided with AvidAnalytics and interpret the metrics in each report. AvidAnalytics is a premium embedded Business Intelligence (BI) solution that offers additional capabilities beyond current reporting in the AvidSuite portal and provides invoice and pay data in interactive, immersive dashboards allowing you to drill down into specific areas of interest to gain more actionable insights.
Learning Objectives:
Navigate the dropdowns, tabs, and buttons of AvidAnalytics.
Recognize the five default dashboards within AvidAnalytics.
Select and analyze the appropriate metrics and drill through details in each report.
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: Access to AvidXchange’s AvidAnalytics product
In the Introduction to FinTech course, you will learn about FinTech as a rapidly growing area of technology investment that’s impacting everything from how we make purchases, secure loans, and invest money to how business pay vendors and monitor their cash flow.
Learning Objectives:
Recall how FinTech entities have had a significant impact on the financial services sector in the US after completing the first module.
Distinguish the strengths of FinTech companies and how banks and FinTech companies can partner together after completing the second module.
Identify the types of regulations that exist for FinTech companies after completing the third module.
Demonstrate an understanding of the three emerging technologies used in B2B FinTech after completing the fourth module.
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: None
In the Fraud Detection and Prevention course, you will learn about some of the common ways that a fraudster may attempt to target a company, and how companies can protect themselves from these attacks.
Learning Objectives:
Define Fraud and its impact on organizations
Recognize common types of fraud
Identify cyber fraud risks and red flags associated with fraudulent activity
Implement best practices to avoid the possibility of future payment fraud attacks
Distinguish actions to take if your organization is a victim of fraud
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: None
In the Introduction to Cryptocurrency and Blockchain course, you will be able to recognize and define cryptocurrencies. In addition, you will be able to summarize the relationship between cryptocurrencies and blockchains.
Learning Objectives:
Outline the history of cryptocurrency
Define cryptocurrency and blockchains
Recall examples of transactions using cryptocurrency
Identify pros and cons of using cryptocurrency
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: None
The 4-course AvidStrongroom program provides an in-depth education of the AvidStrongroom product and services for customers working on their implementation.
Learning Objectives:
Review the main navigation of the AvidStrongroom portal in addition to the basics of viewing, approving, and rejecting an invoice
Identify the most common buttons you will use to process invoices within the AvidStrongroom portal
Learn the additional features in the AvidStrongroom portal including the basics of creating an invoice and managing the invoice image
Understand the different search function options to locate invoices and payments throughout the AvidStrongroom portal
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: Participating in Onboarding the AvidXchange product at your company.
The Implementation for AvidInvoice End User Training course provides an education of the AvidInvoice product and services for end users and will prepare non-administrators to use the AvidXchange portal.
Learning Objectives:
Information about processing your invoices.
Understand how to submit, review, code, approve and search for invoices ensuring timely processing without escalation
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Blended Learning
Prerequisites: Participating in Onboarding the AvidXchange product at your company.
In the RPVP AvidPay Education Course, you will learn an in-depth education of the AvidPay product and services.
Learning Objectives:
Payment methods offered to suppliers and the timeline of each
Supplier touchpoints, including payment method enrollment
Payment statuses
Best practices and frequently asked questions
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: RPVP Code
The 3-course Implementation for AvidPay provides an in-depth education of the AvidPay product and services for customers working on their implementation.
Learning Objectives:
Provide an overview of the onboarding process with a suggested timeline, as well as outline the deliverables we need from your team
Provide continuing educational materials to accompany the topics that your project team will be covering on your status calls
Review Payment methods offered to suppliers and the timeline of each
Understand Supplier touchpoints, including payment method enrollment
Overview of Supplier offerings, such as Invoice Accelerator and Cashflow Manager
Define Payment statuses
Review best practices and frequently asked questions
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Blended Learning
Prerequisites: Participating in Onboarding the AvidXchange product at your company.
The 5-course Implementation for AvidInvoice and AvidPay program provides an in-depth education of the AvidInvoice and AvidPay product and services for customers working on their implementation.
Learning Objectives:
Understand AvidInvoice and AvidPay, including product education and portal configuration.
Review how invoices are received, coded and approved, and batched from your portal to your accounting system.
Review how payments are processed, including supplier enrollment, payment methods, and timelines.
Configure your portal with custom workflows and user associations.
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Blended Learning
Prerequisites: Participating in Onboarding the AvidXchange product at your company.
In the CINC VendorPay Education Course, you will learn an in-depth education of the CINC VendorPay product and services.
Learning Objectives:
Payment methods offered to suppliers and the timeline of each
Supplier touchpoints, including payment method enrollment
Payment statuses
Best practices and frequently asked questions
Course Information:
Advanced Preparation: No advance preparation is needed
Program Level: Basic
Delivery Method: Online, On-Demand, QAS Self Study
Prerequisites: CINC Code
Refund Policy & Terms of Use:
Online courses are non-refundable and non-transferable. The Services and products specified on this Order are provided in accordance with the same terms and conditions of the Agreement, which is incorporated by this reference as if fully set forth herein. For expanded terms and conditions, click here.
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