What We'll Cover

  • Project Financial Settings

    Get started with an overview of where to view and manage project and task financial settings and options for revenue recognition.

  • Managing Invoices and Accounts Receivable

    Learn how to create and customize invoices, submit invoices to clients, and accept payments on a project.

  • Financial Reporting

    Learn about what financial reporting is available to monitor project performance and estimate at completion (EAC).

Course Description

Expected Duration: Approximately 45 minutes

Whether your projects are based on time and materials, or you provide services for a fixed fee, you’ll need to know how to manage the financial settings on your projects. This course will cover the financial settings for projects, how to create invoices, accept payments, and manage accounts receivable, and how you can accurately track revenue recognition for your organization.

In addition to the readings, resources, and demo videos, this course also includes hands-on labs and activities. Please note that it is recommended that you either complete the labs from a demo account or make sure to delete any information that may be on your organizational account.

Course curriculum

  • 1
    Course Introduction
  • 2
    Overview of Project Financials
  • 3
    Managing Invoices and Accounts Receivable
  • 4
    Financial Reporting
  • Activity: Interacting with Your Course Course Overview & Learning Goals Activity: Connecting with the Kantata OX Community
  • Module 1: Overview and Resources Reading: Project Financial Settings Demo: Financial Settings in a Project Demo: Financial Settings in Templates Reading: Project Financials Reading: Financials Tab - Billing Reading: Financials Tab - Fees Per Month Knowledge Check: Overview of Project Financials
  • Module 2: Overview and Resources Scenario: Client Invoicing Reading: Accounts Receivable Demo: Creating Invoices Demo: Customizing Invoices Demo: Accepting Payments Demo: Invoice Reporting Activity: Creating an Invoice Knowledge Check: Managing Invoices and Accounts Receivable
  • Module 3: Overview and Resources Reading: Financial Reporting Demo: Tracking Project Financial Performance Demo: Monitoring Budget Burn and EAC Demo: Margin Reporting Knowledge Check: Case Study Scenarios Survey: Course Feedback Reading: Course Conclusion

Course Pricing

Purchase this training course and start learning today! Please contact your Client Success Manager to purchase multiple passes for your organization.