KLX London - Deep Dive Session

Please select the deep dive you would like to attend. The agenda for each deep dive is crafted with the expectation of complete participation for a half day.

Description

Day 1 - Morning Session (Select only one)

Cash Position Validation
Learn how to verify daily cash positions and resolve discrepancies using real examples.

Inhouse Banking
Set up, track, and troubleshoot inhouse banking transactions, including configuration and interest statement generation.

 

Day 1 - Afternoon Session (Select only one)

Bank Statement Integration (End of day & Intraday)
Integrate, monitor, and troubleshoot end-of-day and intraday bank statements, with hands-on exercises in the Bank Connectivity Cockpit.

Approval Workflow
Configure and test payment approval workflows, resolve common issues, and ensure process compliance.

 

Day 2 - Morning Session (Select only one)

Payment Monitoring
Monitor, track, and troubleshoot the payment process end-to-end using dashboards and cockpit tools.

Deal Capture: Loan, Periodic Loan, and Credit Line
Manage loans and credit lines, covering the full lifecycle and best practices for maturities and payments.

 

Day 2 - Afternoon Session (Select only one)

Inhouse Banking: ZBA & Notional Pooling
Configure and manage ZBA transactions and notional pooling, with practice in error handling and interest statement creation.

Liquidity Planning
Practice the full process of configuring, adding, managing, and reporting on forecasts using the Liquidity Planning module.

Similar events

The "Core data Deep Dive" training is designed for beginners in financial, accounting, and treasury departments. Tailored to provide a comprehensive introduction, this training will guide participants through the crucial steps of general setup, providing an essential foundation for optimizing the use of a TMS within the context of daily financial operations.

More Information

The "Bank Statement Deep dive" training is aimed at professionals in financial, accounting, and treasury departments, providing practical support and understanding of setup for the receipt and processing of bank account statements.

More Information

The "Cash Flow and Forecast Deep dive" training is designed to enable participants to utilize cash position in their daily tasks.

More Information

The "Data Exchange deep dive" training is designed to enable participants to acquire a deep understanding of the configuration required for reading and integrating files from other systems

More Information

The "In House Banking Deep dive" training is designed to enable participants to acquire the necessary skills for managing financial transactions and cash flows between different companies within the same group.

More Information

The "Deep Dive Administration" training is designed to enable participants to manage users and their rights in a TMS.

More Information

The "Deep Dive - Workspace Customization" training provides participants with the opportunity to enhance their skills in incorporating logos, adjusting colors, and configuring the application's homepage. This enables the creation of a unique user experience tailored to individual preferences.

More Information

The "Deep Dive - Payment Set up" training has been created for individuals employed in the financial, accounting, and treasury sectors. This comprehensive course serves as a valuable resource, providing participants with a step-by-step walkthrough of the necessary configuration procedures for processing and authorizing bank payments.

More Information

The "Deep Dive - Payment Factory" training aims to provide participants with in-depth expertise in processing payment files from other systems for integration into the TMS.

More Information