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      COURSE

      Clarity: Financial Management

      This course provides comprehensive training on leveraging Clarity's robust capabilities to streamline financial operations and enhance organizational efficiency.

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      Released
      March 23, 2024
      Time to Complete
      3 hours
      Badge
      Clarity Course Completion
      Instructor
      Archer Berryman

      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

      How to Get Started

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