Trainings

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November 8 13:30 - 15:30
Training: Kofax KTA Improving recognition
€295 pp

About the training

During this online training you will receive tools to improve the automated recognition of data within your Kofax KTA environment.

ICreative’s Kofax training courses are adapted to the participants’ levels and roles. This means that the training courses are suitable for new AP staff who will be working with Kofax for the first time, as well as for administrative staff who have been using the software for some time but want to learn how they can further improve recognition.

Topics that are often covered:

 User management
Explanation of how you can manage the administration screen yourself, which allows you to change the rights of certain users.

• Excluding data for recognition
An overview of the IBAN and VAT numbers to be excluded enables you to determine which values should and should not be included in the creditor recognition. The software immediately applies any changes made in this screen. In practice, this feature significantly helps to improve recognition.

• Job monitoring
The Quality Control screen provides an overview of all jobs that have been given Suspended status. You will learn how to take immediate action to prevent that from happening again, such as by bringing the job back into the Kofax workflow.

• Self-learning process (Online Learning)
Kofax contains a self-learning system called Online Learning which can help you with automatic recognition of invoices that are difficult to interpret – such as data without any direct terms around, or creditors listing multiple IBANs on the invoice. The correct application of Online Learning results in a higher recognition rate.

This training is given by a senior Kofax Total Agility consultant with extensive experience in implementing and optimizing Kofax environments. After the training, you receive a summary of the information provided and a ‘quick reference card’ to help you immediately put the improvements into practice in your own work.

November 18 13:30 - 15:30
Training: Professional Client Basware – Invoice en Matching
€295 pp

About the training

After initially setting up the purchase-to-pay process, you don’t actually make any more optimizations and the daily invoice processing still involves unnecessary manual work. Or you haven’t yet fully deployed the latest functionalities. Do these situations sound familiar? If so, you could probably benefit from a refresher course including an update of the new features.

ICreative provides interactive hands-on training sessions that help you to further optimize your invoice processing, including matching. You receive tips for processing invoices as optimally as possible within Basware SaaS.

This online training is suitable for professionals who have been working with Basware SaaS for some time (key users, AP staff, finance managers and administrators) as well as for employees who are new to the application and want to gain more knowledge.

Topics covered:

• Basware P2P Professional Client
The dashboard is the central place for managing actions. We show you which processes can be executed and/or monitored using the dashboard and teach you how to quickly and easily focus on the invoices that require action.

• Validating invoices
All invoices are automatically validated against a number of standard rules. We explain the different validation rules that can be applied and how validation can improve the process.

• Matching
Match Orders automates the processing of order invoices and minimizes routine tasks related to invoice processing. We provide insight into the various matching possibilities and show you which process adjustments can enable more purchase invoices to be processed automatically.

• Coding and coding templates
Users can save their coding for later use or create coding samples for specific suppliers. When the template is selected, the coding is copied to the invoice. We provide insights into how to create templates successfully.

• Validation
Incoming invoices – comprising the invoice details plus the original invoice as a PDF – can be automatically submitted to budget-holders for approval in line with predefined procurement schemes linked to different cost centres. The invoices can then be reviewed and approved, rejected or forwarded to colleagues for review. We show you how to set up these process steps as efficiently as possible. We also share tips and tricks for maintaining procurement schemes and provide insight into the tools that simplify maintenance.

• Spend plans
Do you receive regular (e.g. monthly or quarterly) invoices that are more or less the same, such as energy bills, rent payments or subscriptions? In Basware you can create so-called Spend Plans. These allow you to set up recurring expenses for a specific period of time so that invoices based on the Spend Plans can be matched automatically. Basware can also automatically identify recurring invoices that are eligible for Spend Plans.

This training is given by a senior P2P consultant from ICreative who has extensive experience in implementing and optimizing Basware P2P environments.

December 7 13:30 - 15:30
Training: Kofax KTA Improving recognition
€295 pp

About the training

During this online training you will receive tools to improve the automated recognition of data within your Kofax KTA environment.

ICreative’s Kofax training courses are adapted to the participants’ levels and roles. This means that the training courses are suitable for new AP staff who will be working with Kofax for the first time, as well as for administrative staff who have been using the software for some time but want to learn how they can further improve recognition.

Topics that are often covered:

 User management
Explanation of how you can manage the administration screen yourself, which allows you to change the rights of certain users.

• Excluding data for recognition
An overview of the IBAN and VAT numbers to be excluded enables you to determine which values should and should not be included in the creditor recognition. The software immediately applies any changes made in this screen. In practice, this feature significantly helps to improve recognition.

• Job monitoring
The Quality Control screen provides an overview of all jobs that have been given Suspended status. You will learn how to take immediate action to prevent that from happening again, such as by bringing the job back into the Kofax workflow.

• Self-learning process (Online Learning)
Kofax contains a self-learning system called Online Learning which can help you with automatic recognition of invoices that are difficult to interpret – such as data without any direct terms around, or creditors listing multiple IBANs on the invoice. The correct application of Online Learning results in a higher recognition rate.

This training is given by a senior Kofax Total Agility consultant with extensive experience in implementing and optimizing Kofax environments. After the training, you receive a summary of the information provided and a ‘quick reference card’ to help you immediately put the improvements into practice in your own work.

December 15 13:30 - 15:30
Training: Basware Procurement
€295 pp

About the training

It is becoming increasingly important to get – and keep – spend under control, which is why it’s essential to further optimize the initial process in Basware SaaS. There are often significant improvements to be made here. For example, all software functionalities are rarely fully used to record purchases and thus gain valuable insights into the expected costs, and new procurement functionalities are sometimes overlooked.

ICreative has therefore developed an interactive hands-on online training session called ‘Procurement in Basware SaaS’, which teaches you how to further optimize the purchasing processes of indirect spend. This training provides you with hands-on tips and tricks for the optimum creation of indirect spend order invoices within Basware SaaS.

This online training is for key users, purchasing employees, finance managers, change managers and other managers who work with Basware SaaS and wish to expand their knowledge. It is also suitable for employees, managers and change managers who are new to the Basware application and want to learn more about its functions and opportunities.

Topics covered:

  • Basware Purchase-to-Pay process
    To kick off the training, we dive into the P2P process itself and how the various functionalities within Basware SaaS are interconnected. The dashboard is the central place for managing your actions, and we show you which processes can be performed and/or monitored using the dashboard. We also teach you how to focus on the purchase orders that require (immediate) action.
  • The use of shops
    Web shops and/or catalogues are the most user-friendly way of ordering. We explain the various possibilities and demonstrate how you can use them within your own organization.
  • Creating and processing orders
    We give you insights into the various processes and activities within Basware SaaS Procurement. We also show you how to make some adjustments in the process to ensure that more indirect spend is recorded in the system.
  • Purchase management
    We show you which actions can be initiated by the buyer in order to gain better control, including cancelling orders, order closure and exception handling. Besides that, we share some tips and tricks about tools that make maintenance easier.

During this training session we also briefly touch on matching the order with the invoice. For more in-depth coverage of the various matching options, we can recommend the ‘Basware Professional Client | Invoice and Matching’ training.

Registration