ADVANCED TRAINING
Advanced Training is designed for existing users who are ready to take their system utilization to the next level. Our team will help you explore existing functionality you may be able to leverage further, introduce you to any recent system enhancements, and review other Microsoft tools you could use in conjunction with Loan Vision. Advanced Training will build upon content presented in Essentials Training and introduce some new topics.
- Day 1 (General)
- Review Release Notes – Highlight newer features
- General Ledger Management – Dimension Change, Dimension Management, Chart of Accounts
- General & Recurring Journals – Automated Imports
- File & Flexible Imports – Conditions/Functions/Switches, Use Scenarios, and Common Errors
- Edit in Excel, Analysis Mode, and Power Automate
- Day 2 (Accounts Payable & Cash Management)
- Vendor Management – Multiple Addresses and Merging Vendors
- Invoice Entry – Recurring Purchase Lines and Deferrals
- Invoice Import – Common Errors
- Vendor Payments – Positive Pay, ACH, and Common Errors
- One Off A/R Invoice
- Receipts – Deposits, Vendor Refunds
- Bank Reconciliation – CoPilot and Bank Connections
- Day 3 (Loans & Reports)
- Loan Card Creation – Adding Fields
- Loan Funding/Purchase Processing – Conditions/Functions/Switches and Common Errors
- Loan Reconciliation – G/L and Loan No. Reconciliation (V2), Loan File Reconciliation
- Reporting – Loan Level Values
- Report Maintenance – Job Queues
Training has been one of your top requests! Loan Vision is committed to our shift towards more proactive customer success and engagement. We are excited to see you at training!
DATES
April 22nd - 24th, 2025
Attendees may attend any or all parts of the training.
1:00PM EST to 5:00PM EST
Attendees may attend any or all parts of the training.
1:00PM EST to 5:00PM EST
LOCATION
Virtual Course
Meeting details will be sent out via email to all attendees prior to event.
Meeting details will be sent out via email to all attendees prior to event.
COST
Included in Training Subscription
Registration will be confirmed upon receipt of registration form below and verification of active training subscription for your company.
Registration will be confirmed upon receipt of registration form below and verification of active training subscription for your company.
PLEASE NOTE: In order to attend training, your company must own a training subscription with Loan Vision. If you already have a training subscription, please proceed with registering above and you will be sent the training invite. If your company does not have a training subscription, please contact Sales at sales@loanvision.com to obtain the training subscription.