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DTSTART;VALUE=DATE:20260922
DTEND;VALUE=DATE:20260927
DTSTAMP:20251014T075934Z
CREATED:20241001T220000Z
LAST-MODIFIED:20251014T075934Z
UID:10049604-1790035200-1790467199@basatraining.com
SUMMARY:Dynamic Business Reports and Dashboards Using Excel
DESCRIPTION:Dynamic Business Reports and Dashboards Using Excel\nWhy Attend\nBusiness professionals are frequently required to prepare management reports\, scorecards\, and dashboards. Attending this course will help you reach advanced Excel levels allowing you to produce such important reports. The course starts with pivot tables\, the most important tool ever created to perform data reporting\, analysis and reconciliation. It then continues with high level modeling techniques\, integration and report visualization\, and it ends with automation. Your take-away is guaranteed to add value to your daily and periodic tasks. This course is a must for every intermediate-level Excel user. \n\nCourse Methodology\n15% of the course is theory based. 85% uses MS Excel as a powerful tool to design and prepare dynamic business reports\, dashboards\, and scorecards. Groups and individuals will be required to complete exercises\, case studies and projects on a daily basis. \nCourse Objectives\n\n\nBy the end of the course\, participants will be able to: \n\nUse their Excel expertise in data slicing and dicing\, data massaging\, data aggregation\, data integration with Access\, web\, text\, SQL\, and other databases using pivot tables\nPerform advanced and dynamic data validations\nDesign outstanding visualization charts\, dashboards\, scorecards\, and flash reports\nDevelop master-level report solutions using advanced form controls and buttons\nRecord\, write and edit powerful macros that will perform routine tasks in no-time\n\nTarget Audience\n\n\nBusiness professionals\, accountants\, finance analysts\, senior and junior accountants\, business analysts\, accounting and finance professionals\, research professionals\, marketing and sales\, administrative staff\, supervisors\, general staff from any function who need to learn and apply state-of-the-art techniques to their daily business reporting\, reconciliations\, and analysis. Pre-requisite: Intermediate-level Excel knowledge or attendance of Meirc’s Next Generation Excel course. \nTarget Competencies\n\n\n\nReporting\, analyzing\, and reconciling\nData modeling\nIntegration with external data sources\nReport structuring techniques\nAutomation and macros\nCharting and visualization techniques\n\n\nCourse Outline\n\n\nEssential reporting requirement skills\n\n\n\nThe 20 rules of pivot tables and pivot charts\nSlicer techniques\nAdvanced pivot charts techniques\nMultiple consolidation ranges\nImporting text files\nConnecting to access databases\nConnecting to SQL databases\nCustomizing connections properties\n\n\n\nAdvanced data structuring techniques\n\n\n\nCustom and advanced data validation\nCreating and managing innovative conditional formatting\nDependent drop down list\nData validation with conditional formatting\nData entry form\n\n\n\nCharting and visualization techniques\n\n\n\nCreating dynamic labels\nUsing the camera tool\nWorking with formula-driven visualizations\nUsing fancy fonts\nWorking with sparklines\nFancy thermometer charts\nThermometer chart\nPerformance against chart range\n\n\n\n\n\n\n\nBuilding report solutions\n\n\n\nConceptualizing and understanding report solutions\nDeveloping a report solution\nConfiguring spreadsheet report data options\nEnabling background refresh\nRefreshing data when opening the file\nCombo-box modeling\nList-box modeling\nSpinner\nOption-button modeling\nCheck-box data models\nCombo box modeling\n\n\n\nMacro charged reporting\n\n\n\nRecording\, editing\, testing VBA macros\nBuilding a macro driven reconciliation program\nEnhance budget variance reporting program\nBuilding a vendor and invoice analysis report\n\n\n\nEvent Coordinated by BASA Training \nYou can also visit our Online Courses Website Excel Elearning \nYou can also get an affordable ebook on ebooksnest.com \n\n\n\n\n\nRegistration Form\nPlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Applicant Details *FirstLast		\n			Address details Course\n			\n		\n		Email *EmailConfirm EmailPhone Number *Course Type *--- Select Choice ---CertificationsAccounting and FinanceAdministrationAuditing and GovernanceBankingBusiness Continuity and Crisis ManagementCommunication and Writing SkillsConferenceCustomer ServiceData Analytics and Artificial IntelligenceData Management and Business IntelligenceDigital Innovation and TransformationGovernment and Public SectorHuman Resources and TrainingInsurance and Financial ServicesInterpersonal Skills and Self DevelopmentIT Management and Cyber SecurityLeadership and ManagementManagementPlanning and Strategy ManagementProject ManagementPublic RelationsQuality and ProductivityRisk and ComplianceSafety and EnvironmentSecurity ManagementSelect the correct course category (typically found below in the course details)Course Name *Course VenuePretoria\, South AfricaDurban\, South AfricaCape Town\, South AfricaKigali\, RwandaHarare\, ZimbabweDubaiAdditional InformationOrganization Name *AddressAddress Line 2 *FirstLastAddress Line 3 *FirstLastOrganization Contact DetailsFirstLastNumber of Participants from organization\n\n\n\n	Participants: 1\nUse the slider to chose whether you want to register only 1 or 10 participantsAdditional Participants detailsSubmit
URL:https://basatraining.com/course/dynamic-business-reports-and-dashboards-using-excel-2/2026-09-22/
LOCATION:Pretoria\, 484 Hilda St\, Hatfield\, Pretoria\, Gauteng\, 0083\, South Africa
CATEGORIES:Accounting and Finance
ATTACH;FMTTYPE=image/jpeg:https://basatraining.com/wp-content/uploads/2024/10/markus-winkler-IrRbSND5EUc-unsplash.jpg
ORGANIZER;CN="BASA":MAILTO:info@basatraining.com
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260922
DTEND;VALUE=DATE:20260927
DTSTAMP:20251014T080525Z
CREATED:20241001T220000Z
LAST-MODIFIED:20251014T080525Z
UID:10049717-1790035200-1790467199@basatraining.com
SUMMARY:Preparing Financial Statements and the Annual Report
DESCRIPTION:Preparing Financial Statements and the Annual Report\nWhy Attend\nFinancial statements and the annual report are key communication channels between companies and their different stakeholders. By attending this course\, you will be able to prepare financial statements as per the International Financial Reporting Standards (IFRS) which will allow you to maintain your company’s financial reporting transparency and credibility. \nCourse Methodology\nThis course covers theoretical core topics in addition to introducing Excel for the preparation of financial statements. It also features the study of real life cases and presentations by participants. \nCourse Objectives\nBy the end of the course\, participants will be able to: \n\nExplain each part of the accounting cycle\nDesign effective chart of accounts\nPerform accounting adjustments including deferrals and accruals\nCreate trial balance and adjusted trial balance\nDescribe and map charts of accounts to the financial statements\nPrepare and present income statements\, balance sheets\, and cash flow statements\nFormulate notes to the financial statements\n\nTarget Audience\nSenior and junior accountants\, accounting and finance professionals\, chief accountants\, accounting managers and supervisors\, financial controllers and any accounting and finance professionals interested in learning and updating their knowledge regarding the preparation of financial statements and notes. \nTarget Competencies\n\nUnderstanding the accounting cycle\nDesigning chart of accounts\nPerforming accounting adjusting entries\nPreparing and analyzing income statements\, balance sheets and analyzing cash flow\nReviewing and understanding financial statements notes\nUtilizing Excel functions\n\nCourse Outline\n\n\nThe accounting cycle\n\n\n\nUnderstanding the accounting cycle\nSupporting documents\nAnalyzing transactions and recording in the system\nPreparing ledgers and General Ledgers (GL)\nConverting the GL to Trial Balance (TB)\nTypes of adjusting entries\nThe Adjusted Trial Balance (ATB)\nMapping ATB to the financial statements\nPreparing financial statements\nClosing the books\nPreparing the Post-Closing Trial Balance (PCTB)\n\n\n\nChart of accounts and design techniques\n\n\n\nDesigning the chart of accounts\nMaintenance of the chart of accounts\nAnalyzing the chart of accounts\nReconciliations and important issues\nCreating the trial balance\n\n\n\nAccounting adjusting entries\n\n\n\nUnderstanding deferrals\nDeferred revenues and entries\nDeferred expenses entries\nWorking with accruals\n\nAdjusting for accrued revenues\nAccrued expenses entries\n\n\nOther adjustments and corrections\nPreparing the adjusted trial balance\n\n\n\n\n\n\n\nPreparing financial statements and notes\n\n\n\nMapping the adjusted trial balance to the financial statements\nIncome statements\nBalance sheets\n Cash flow statements\nPreparing the owners’ equity statements\nObjectives of external audit\nExternal audit versus internal audit\nReading and interpreting the audit opinion\nManagement Discussion and Analysis (MD&A)\n\n\n\nNotes to the financial statements\n\n\n\nUnderstanding the requirements for the notes\nOrganization and activities of the notes\nBasis for preparation\nSummary of significant accounting policies\nAccounting convention\nUse of estimates\nCompleting the financial statements and the notes\n\n\n\n\n\nEvent Coordinated by BASA Training \nYou can also visit our Online Courses Website Excel Elearning \nYou can also get an affordable ebook on ebooksnest.com \n\n\n\nRegistration Form\nPlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Applicant Details *FirstLastEmail *EmailConfirm EmailPhone Number *Course Type *--- Select Choice ---CertificationsAccounting and FinanceAdministrationAuditing and GovernanceBankingBusiness Continuity and Crisis ManagementCommunication and Writing SkillsConferenceCustomer ServiceData Analytics and Artificial IntelligenceData Management and Business IntelligenceDigital Innovation and TransformationGovernment and Public SectorHuman Resources and TrainingInsurance and Financial ServicesInterpersonal Skills and Self DevelopmentIT Management and Cyber SecurityLeadership and ManagementManagementPlanning and Strategy ManagementProject ManagementPublic RelationsQuality and ProductivityRisk and ComplianceSafety and EnvironmentSecurity ManagementSelect the correct course category (typically found below in the course details)Course Name *Course VenuePretoria\, South AfricaDurban\, South AfricaCape Town\, South AfricaKigali\, RwandaHarare\, ZimbabweDubaiAdditional InformationOrganization Name *Address		\n			Course Number Details\n			\n		\n		Address Line 2 *FirstLastAddress Line 3 *FirstLastOrganization Contact DetailsFirstLastNumber of Participants from organization\n\n\n\n	Participants: 1\nUse the slider to chose whether you want to register only 1 or 10 participantsAdditional Participants detailsSubmit
URL:https://basatraining.com/course/preparing-financial-statements-and-the-annual-report-2/2026-09-22/
LOCATION:Pretoria\, 484 Hilda St\, Hatfield\, Pretoria\, Gauteng\, 0083\, South Africa
CATEGORIES:Accounting and Finance
ATTACH;FMTTYPE=image/jpeg:https://basatraining.com/wp-content/uploads/2024/10/jakub-zerdzicki-ykgLX_CwtDw-unsplash.jpg
ORGANIZER;CN="BASA":MAILTO:info@basatraining.com
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20261109
DTEND;VALUE=DATE:20261114
DTSTAMP:20260205T124228Z
CREATED:20260205T124228Z
LAST-MODIFIED:20260205T124228Z
UID:10070563-1794182400-1794614399@basatraining.com
SUMMARY:Accounts Payable: Accounting & Management Practices
DESCRIPTION:Accounts Payable: Accounting & Management Practices\nWhy Attend\nAccounts Payable (AP) is not just processing checks\, mailing them and then filing the backup paperwork. To truly and effectively manage accounts payable\, one must understand the AP department’s building blocks including\, but not limited to customer service\, vendor management\, check requests and Purchase Orders (POs). \nThis course will discuss how to handle invoices\, process checks\, prevent errors\, conduct annual audits\, and use technology in the department. You will also learn the best practices to adopt in your AP department and how to develop your department into an effective business partner. \n\nCourse Methodology\nThis course demonstrates theoretical and practical core topics in addition to introducing Excel in managing accounts payable. The course also features role playing and presentations by participants. \n\n\nCourse Objectives\nBy the end of the course\, participants will be able to: \n\nIdentify the function of accounts payable and its role in organizations\nUse accounting principles related to accounts payable\nDescribe how to take a successful lead in the management of accounts payable\nAssess AP operations and processes and recommend improvements using the latest best practices\nEvaluate main issues affecting AP staff in order to increase their efficiency and productivity\nApply tools and techniques in Microsoft Excel to effectively manage and monitor AP performance\n\n\n\nTarget Audience\nManagers of accounts payable\, AP staff and professionals as well as clerks and specialists who wish to advance their career. The course is also beneficial to professionals in accounting\, finance\, purchasing and procurement who work closely with accounts payable. \n\n\nTarget Competencies\n\nExamining the role of accounts payable\nPerforming month-end accruals\nRealizing the value added of three-way matching\nPreparing and analyzing accounts payable aging\nPreventing accounts payable fraud\nApplying accounts payable best practices\nImplementing early payment discount\nUtilizing Excel functions\n\nOutline\n\n\nThe important role of AP\n\n\n\nThe meaning of managing accounts payable\nThe functions of management\nThe big picture: accounts payable and the financial health of organizations\nThe functions of the accounts payable department and the role of AP staff\nAccounts payable impact on working capital and cash management\n\n\n\nAccounting essentials for accounts payable\n\n\n\nAccounts payable terminologies\nGeneral ledger and sub-ledger\nPreparing for month-end close and accruals\n\n\n\nAccounts payable processes and best practices\n\n\n\nInvoice handling and routing\nThe three-way matching\nMethods of payment processing\nMaintaining the vendor master file\nTravel and Entertainment (T&E)\nProcurement Cards (P-Cards)\nElectronic payment options\n\n\n\nKey topics in accounts payable management\n\n\n\nOperational analysis and benchmarking\nContinuous process improvement\nDeveloping performance metrics\nApplying best practices in your organization\nIdentifying proper internal controls\nThe annual audit as an added-value\nImpact of AP outsourcing\nDetecting fraud in accounts payable\nDisaster recovery planning\n\n\n\n\n\n\n\nThe behavioral side of managing accounts payable department\n\n\n\nImproving the image of the AP department\nWays to motivate AP staff\nOrganizing the AP department\nClosing the communication gap\nDealing with internal and external disputes\nImportance of internal customer service\nProviding customer service to vendors\n\n\n\nAccounts payable department as a real business partner\n\n\n\nWhen should we pay our suppliers\nUnderstanding cost of funds\nEvaluating early payment discount\nPros and cons of early or late payments\nRelationship with the treasury department\n\n\n\nUsing Microsoft Excel in managing accounts payable\n\n\n\nInterface between the accounts payable system and Excel\nUsing pivot tables to extract valuable information\nPreparing and analyzing accounts payable aging\nAccount’s payable role in improving supplier’s commercial terms\n\n\n\nEvent Coordinated by BASA Training \nYou can also visit our Online Courses Website Excel Elearning \nYou can also get an affordable ebook on ebooksnest.com \n\n\n\n\n\nRegistration Form\nPlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Applicant Details *FirstLast		\n			3 Course Participants\n			\n		\n		Email *EmailConfirm EmailPhone Number *Course Type *--- Select Choice ---CertificationsAccounting and FinanceAdministrationAuditing and GovernanceBankingBusiness Continuity and Crisis ManagementCommunication and Writing SkillsConferenceCustomer ServiceData Analytics and Artificial IntelligenceData Management and Business IntelligenceDigital Innovation and TransformationGovernment and Public SectorHuman Resources and TrainingInsurance and Financial ServicesInterpersonal Skills and Self DevelopmentIT Management and Cyber SecurityLeadership and ManagementManagementPlanning and Strategy ManagementProject ManagementPublic RelationsQuality and ProductivityRisk and ComplianceSafety and EnvironmentSecurity ManagementSelect the correct course category (typically found below in the course details)Course Name *Course VenuePretoria\, South AfricaDurban\, South AfricaCape Town\, South AfricaKigali\, RwandaHarare\, ZimbabweDubaiAdditional InformationOrganization Name *AddressAddress Line 2 *FirstLastAddress Line 3 *FirstLastOrganization Contact DetailsFirstLastNumber of Participants from organization\n\n\n\n	Participants: 1\nUse the slider to chose whether you want to register only 1 or 10 participantsAdditional Participants detailsSubmit
URL:https://basatraining.com/course/accounts-payable-accounting-management-practices-2/2026-11-09/
LOCATION:Pretoria\, 484 Hilda St\, Hatfield\, Pretoria\, Gauteng\, 0083\, South Africa
CATEGORIES:Accounting and Finance
ATTACH;FMTTYPE=image/jpeg:https://basatraining.com/wp-content/uploads/2024/10/carlos-muza-hpjSkU2UYSU-unsplash.jpg
ORGANIZER;CN="BASA":MAILTO:info@basatraining.com
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