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Qube PM: Direct Debits (Exclusive) - Live Training

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Summary

Summary

Qube PM: Direct Debits (exclusive) - Live Training

Designed for staff who will have an active role in inputting, updating and retrieving Direct Debit information.

About this course

CPD Value 6 points

Benefits

  • Proactively manage cash flow
  • Satisfy customer expectation
  • Reduce the cost and complexity of receipt handling

Contents

  • An overview of the Qube PM procedures necessary to implement Direct Debits
  • The creation and maintenance of Direct Debit Mandates and Payment Plans
  • An understanding of the difference between Direct Debit Mandates and Payment Plans
  • An understanding of the need for Payment Plans and the creation and maintenance of the records and notifications
  • The production of the export file
  • Examples of the reports produced as a result of the export routine including any exceptions

Prerequisites

To gain the most benefit from this course, attendees should have good navigation skills within Qube PM and a basic knowledge of funds and financials. They should also have a basic understanding of how Direct Debits are uploaded to the bank. 

Pricing

Delivered remotely via Teams: £1,425 per day for up to eight attendees. 

All prices shown are subject to VAT.

Project Management time is additional and covers coordination of tasks, timelines, administration, scheduling, invoicing, and communication to ensure successful delivery.

Timings

Training will:

*Commence at 9.30 a.m. and finish at ~5.00 p.m.

*Include a break of 1 hour for lunch.

*Include two scheduled breaks of 15 minutes.