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Customer Training Webinar + Q&A

Part 3 of our 4 part admin series is all about getting your financial setup right.

In this session, you’ll look at how to manage roles and rates, build and maintain rate cards, and structure fee estimator roles to support accurate pricing.

We’ll also cover handling currencies along with recognised revenue controls, so you can keep your numbers consistent and make confident, informed decisions.

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What you'll learn

How to manage roles and rates, configure rate cards and role cost rates

How to structure and maintain fee estimator roles to support accurate project pricing

How to manage currencies and foreign exchange (FX) rates for global financial consistency

Recognised revenue controls and functionality

Best practices for maintaining financial accuracy and supporting informed decision-making

and much more (with a bonus Q&A!)

Speakers

Emily Davis

Senior Consultant, CMap

Customer Training Webinars | Finance Admin

Customer Training Webinar + Q&A

What you'll learn