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Courses and resources

Finance: Purchase Card Training for New Cardholders and New Reconcilers

Description

About this course:

This online Teams training session is mandatory for new purchase card applicants and new reconcilers and is part of the application process.

Please only book onto this course if: 1 - you have received confirmation that your application for a card has been approved.

2 - you are going to be reconciling someone else's card.

Book onto a date below and you will be sent a Teams calendar invitation shortly before the session..

The briefing will be followed by a demonstration of how to use T1 to record transactions and allocate to cost codes.

Learning outcomes:

As a result of attending this course, you will understand:.

1) The University's purchase card policy and the terms and conditions of being a card holder or reconciler.

2) The application process with HSBC.

3 )How to set up and use HSBC's online card management system, called MiVision.

4) How to use T1 to reconcile the card statements.

Who should attend this course:

Please only book onto this course if you have received an email request from Finance Services to do so.

Presenter(s):

Finance Helpdesk Training Team

Learning provider:

This course is administered by Finance Helpdesk; please email financehelpdesk@exeter.ac.uk or call 01392 726981 with any queries.

This course occurs on the following dates
DateLocationStartFinishCostTrainer(s)Places
Available
17/04/2025 Delivered Virtually 10:00 11:00 19
01/05/2025 Delivered Virtually 10:00 11:00 20
22/05/2025 Delivered Virtually 10:00 11:00 20
Book

Book your place or add your name to the waiting list