Certification·System Setup·Advanced
Administration & Configuration
Understand company configuration, user roles, approvals, document settings, data imports, integrations and the scope of audit records.
What you will learn
- Relate company access, roles and approval rules to staff responsibilities.
- Review financial settings, forms, custom fields, terminology and message templates.
- Verify import and integration outcomes and interpret audit and AI-memory records.
Lessons · 17 lessons
1Company identity and access: keeping the business context clear4 min2Company preferences: consistent defaults and understandable numbers4 min3Module activation: making functionality visible and ready4 min4Users and responsibilities: maintaining accountable access4 min5Roles and action permissions: separating visibility from authority4 min6Report and dashboard access: sharing insight deliberately4 min7Approval rules: matching review authority to business risk4 min8Fiscal years: controlling the period in which records belong4 min9Tax and GL mappings: connecting operational events to financial meaning4 min10Document references and forms: identity and presentation serve different purposes4 min11Custom fields: adding information with a clear definition4 min12Terminology and bilingual consistency: changing names without changing meaning4 min13Message templates: reusable communication with accurate context4 min14Data import: validating records and understanding partial results4 min15Integrations: connecting systems with explicit direction and evidence4 min16Audit evidence: understanding what a log can and cannot prove4 min17AI memory and configuration governance: keeping context trustworthy4 min
Skills
Company configurationRoles and permissionsApproval controlsData import and integrationsAudit evidence and governance
