COURSE
Clarity: Financial Management
This course provides comprehensive training on leveraging Clarity's robust capabilities to streamline financial operations and enhance organizational efficiency.
Start This Course
March 23, 2024
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3 hours
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Clarity Course Completion
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This course is designed for Business Analysts, Financial Managers, Project Managers, and System Administrators.
What You Will Learn
This course covers essential topics, from setting up financial data and processing to automating financial management tasks.
What You Will Earn
Upon completion, you will receive a completion certification and a Clarity Course Completion badge.
Course Objectives
In this course, you will learn how to:
- Define financial organization attributes
- Define financial attributes and classifications
- Build a cost rate/matrix
- Define the financial properties of companies, resources, and roles
- Create financial plans in Clarity
- Create transaction entries
- Execute jobs and view posted and unposted transactions
- Work with hierarchies
- Process WIP transactions
- Set up chargeback rules
- Process chargebacks