The overall aim of the Investigation Toolkit is to successfully convert different bank statements into a consistent format in Excel. This contains the following objectives: 

- To understand and practise using the 7 gridding steps on a variety of bank statements 
- To understand and practise using the 'Recognise Bank Statement' feature and save on conversion time 
- To be able to find out why errors occur in Excel and how to fix them
- To successfully upload a bank statement into Excel using the Data Loader feature

Training to get you up to speed on converting paper-based information into Microsoft Excel

Financial Investigation Toolkit: Toolkit Training (session 1/2) 

Question 1

What is the name of your organisation? 

The overall aim of the Financial Analysis Toolbar is to be able to merge different bank statements and analyse the multiple bank statements as a whole. This contains the following objectives: 

- To successfully merge 5 different bank statements into a master spreadsheet in Excel 
- To learn how to set up new rule files and batch rule files in pattern manager to categorise data 
- To practice using the easy pivot table feature to analyse data visually 
- To have a basic overview of the different quick reports available and an understanding on how to produce them 
- To learn how to match transactions and save time looking for trends within the data 
- To be able to calculate historical and adjusted inflation values with one click 
- To be able to convert currency with one click 
- To be able to redact/ permanently hide personal information within an Excel spreadsheet 

This session will guide you through the analytic tools available on the software

Financial Investigation Toolkit: Toolbar Training (session 2/2)

The overall aim of the Investigation Toolkit is to successfully convert different bank statements into a consistent format in Excel. This contains the following objectives: 

- To understand and practise using the seven gridding steps on a variety of bank statements 
- To understand and practise using the 'Recognise Bank Statement' feature and save on conversion time 
- To be able to find out why errors occur in Excel and how to fix them
- To successfully upload a bank statement into Excel using the Data Loader feature

Financial Investigator: Toolkit Training (session 1/2)

The overall aim of the Financial Analysis Toolbar is to be able to merge different bank statements and analyse the multiple bank statements as a whole. This contains the following objectives: 

- To successfully merge five  different bank statements into a master spreadsheet in Excel 
- To learn how to set up new rule files and batch rule files in pattern manager to categorise data 
- To practice using the easy pivot table feature to analyse data visually 
- To have a basic overview of the different quick reports available and an understanding of how to produce them 
- To learn how to match transactions and save time looking for trends within the data 
- To be able to calculate historical and adjusted inflation values with one click 
- To be able to convert currency with one click 
- To be able to redact/ permanently hide personal information within an Excel spreadsheet 
- To be able to analyse data visually and interactively using Power BI 

Exploring the Financial investigation toolbar + PowerBI

Financial Investigator: Toolbar with PowerBI Training (session 2/2)

Altia 

Standard

VIEW_CONTACT_INFO

RESCHEDULE_BOOKING

CANCEL_BOOKING

COURSE_NOTIFICATIONS

EDIT_BOOKING_GUEST

EMAIL_BOOKING

RESEND_EMAILS

MANAGE_BUNDLE_BOOKINGS

MANAGE_PRIVATE_PAYMENTS

MANAGE_TICKET_TYPES

MANAGE_WAITING_LIST

USE_EARLY_ACCESS

USE_WIDGET_GIFT_CARDS

USE_ZOOM_INTEGRATION

USE_CALENDAR_INTEGRATION

USE_EXTERNAL_BOOKINGS

MANAGE_REVIEWS

REMOVE_REVIEWS

MANAGE_CUSTOMERS

FILTER_CUSTOMERS

DOWNLOAD_CUSTOMERS

MANAGE_INCOME

DOWNLOAD_INCOME

USE_DISCOUNTS

USE_SPECIFIC_DISCOUNTS

USE_WIDGET

CUSTOMIZE_WIDGET

USE_BULK_CHANGES

SHARE_CLASS

USE_RECURRING_CLASS_DATES

CREATE_UNLIMITED_POSTAGES

CREATE_STANDARD_LIMITED_POSTAGES

PRIVATE_TAG_CREATION

CREATE_SECOND_TUTOR

CREATE_LIMITED_TUTORS

CREATE_UNLIMITED_TUTORS

CUSTOM_CANCELLATION_POLICY

TIMETABLE_FILTER

TIMETABLE_BULK_ACTIONS

WIDGET_EMBED_BRANDING

AVAILABILITY_VIEW_APPOINTMENTS

LARGE_GROUP_ENQUIRE

ARCHIVE_SCHOOL

OPT_IN_2FA_SMS

DELETE_SCHOOL_ACCOUNT

CAN_ENABLE_WIDGET_ACCOUNT

CAN_ADD_DOMAIN_ON_STRIPE

Joined Altia as a Trainer in May 2023. Vanessa has around 25 years of experience in delivering, managing, and creating training across the globe.