Financial Investigation Toolkit: Toolkit Training (session 1/2)
Training to get you up to speed on converting paper-based information into Microsoft Excel
8 Students
3hrs
23rd September 2026
£0
What happens at this event?
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
Things to remember
Please ensure you have access to the software before the session (access to the Scan and OCR application and the Altia tab when opening a blank Excel workbook). It is recommended that you have the latest version of the software. The version can be checked in the Scan and OCR…
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