1 / 8

Wisenet Training

Join us for a comprehensive training session focused on improving collection processes and integrating systems for better financial management. Explore our current processes using MYOB, Wisenet, and Xero. Learn how to access real-time data, reduce manual data entry, and implement effective communication techniques such as SMS reminders. Our agenda includes Wisenet training, updating payments, setting up installments, and generating communication reports. Achieve our goal of full integration with student administration systems and maximize efficiency for financial operations.

cachet
Download Presentation

Wisenet Training

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Wisenet Training Finance training Date: 19/08/2011

  2. Why are we here? • $$$ • Improve collection process

  3. Current process • Accounts – MYOB • SSO & AM – Wisenet • Marketing – Emails & Excel

  4. Improvements • Real time data access • Reduce manual data entry • $$$

  5. Goal • Full integration of account system & student administration system • SMS reminders • PayPal & direct deposit option • xero

  6. Implementation Process • Stage 1 • MYOB & wisenet • Collection reports from MYOB • Communication through wisenet • Stage 2 • MYOB & wisenet • Wisenet for all reports & communication • Stage 3 • Xero & wisenet

  7. Agenda for today • Wisenet training • Wisenet overview & login • How to update payments • How to set up installments • Communication • Report • Warning letters

  8. Any questions?

More Related