Bank Setup - BAN02

Online Course • Xledger UK

About the CPD course

Designed for users with Domain Administrator access; this course goes through the steps required to set up and configure banking in Xledger for your organisation. This includes adding additional security; modifying user permissions; adding new bank accounts; and making sure integrations have been set up to maximise automation. Following along: To achieve the best results from this training; it is recommended that you follow along in Xledger demo. Please speak to your contact at Xledger if you need assistance with logging in.

CPD Provider

Xledger UK

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Xledger UK

Xledger is a leading provider of cloud-based finance software. We help organisations streamline, digitise and automate their finances. Our 100% cloud solution helps you to reduce cost, run a leaner more efficient finance department and understand key financials in real-time. This gives you the opportunity to add real value to your organisation. In addition, our service is completely independent of browser and platform, all you need is an internet connection.