Basware AP Pro Training:

Training is available for customers seeking to increase the confidence of their Accounts Payable teams to transition to Basware AP Pro and learn how to use its features and fully leverage its many new advantages.

1. AP PRO FOR AP PROS TRAINING COURSE

Overview:

AP Pro for AP Pro’s is an online training course intended for Accounts Payable (AP) roles either using, intending to use, or overseeing the use of AP features and functionality found in Basware P2P.

Training Agenda:

This course has a duration of 4-hours, including time for exercises to be performed by the learner in their own training environment. The learner may spend additional time in their training environment after the online classroom, which is available for 2 weeks from the date of the training course.

Agenda	Learning Outcomes	Approx. Duration
Overview	Learn how to navigate AP Pro and key differences to the  older workplace client	45 minutes
Received Invoices	Learn how to manage invoices when they are first received, including: Handling invalid invoices Handling invoices after validation Handling draft and returned invoices Handling attachments Discussions	45 minutes
Coding	Learn how to handle the coding of invoices, including: Coding manually Using Microsoft Excel for coding Using coding templates Managing automatically coded invoices	15 minutes
Workflow	Learn how to manage invoices once they are in the workflow, including: Handling pending AP tasks Handling invoices that have been rejected Handling invoices with a missing recipient Disputing and handling disputed invoices Handling invoices placed on hold	15 minutes
Transfer	Learn how to handle invoices ready to be transferred to the ERP, including: Handling invoices ready for transfer Understanding transfers in progress Handling invoices incomplete for transfer Handling invoices that have failed transfer	10 minutes
Search Options	Learn how to search invoices in AP Pro, including: Advanced search Functionality on column headers Accrual reports	40 minutes
Data Management	Learn how settings often used, or set by, Accounts Payable are managed in Basware P2P, including: Coding templates Confidential invoices Dispute templates Due date indicators Invoice assignment rules Recurring invoice settings Additional cost settings (for matching)	25 minutes
User Settings	Learn how to manage user settings	15 minutes
Matching	Learn how to handle invoices that have failed to match automatically to a purchase order, including: Header level vs. line level matching Understanding why matching failed Manually matching an invoice Handling key matching exceptions: Incorrect PO number Pricing difference Additional cost lines	30 minutes

Discounts available for the public course: customers can book up to 7 learners for the price of 4. After the 7th, each additional learner is charged the standard per-person rate.

Requirements and Recommendations:

In order to purchase and attend an AP Pro for AP Pro’s training course, the following requirements must be met:

• Participants must be able to join a Microsoft Teams hosted by Basware’s Trainer. Participants must use their own laptops or workstations and have audio capabilities. Note – for private sessions, when agreed prior, alternate video conferencing solutions with similar capabilities can be organized by the customer.
• The name, e-mail address, and role of each participant must be shared with Basware no later than 5 business days before the scheduled training date. The number of participants must be provided when the training course is booked.
• For the customer-adapted course, the customer must agree to the conditions specified for this course.

In order to get the best experience from the training session, we also recommend:

• Multiple monitors are used during the training (e.g., laptop screen and an external monitor) so that participants can view the material shared by the Basware Trainer and also their own training environment.
• E-mail, phones, and other messaging services should be temporarily shut down, silenced, or placed into a do not disturb mode during the training course to limit interruptions and distractions.
• Participants should have some prior experience with Basware prior to attending this course. This course does not cover the full process and assumes some prior knowledge.
• For public and private courses delivered using a Basware Training environment:
  • Participants should be comfortable learning based on a model company and training environment that differs from the customer’s organization
  • This training course will not cover any customer-specific configurations, and the processes shown may differ from those in place at the customer.
  • Not all process options will be covered by this course.
  • Screen-layouts will likely be different from those the customer uses.

AP Pro for AP Pro’s: Public Course:

Basware publishes publicly scheduled AP Pro for AP Pro’s training courses at https://r.basware.com/ap-pro (password: APPRO2020). Courses are offered in English, Finnish, and Swedish (although all training aids and material are delivered in English).

Learners retain access to a Basware Training environment until 2 weeks after the course, which can be used to complete or repeat exercises, or help train other team members.

Public courses are limited to 12 participants and customers must be booked into the course at least 6 business days before the scheduled date.

Places in our public courses are sold on an individual basis. Discounts are available for more than 5 participants (refer to the pricelist)

AP Pro for AP Pro’s: Private Course:

The AP Pro for AP Pro’s training course, delivered using Basware’s own training environment, can be requested as a private session (e.g., to one customer only). When requested, Basware will endeavor to confirm the availability of a Basware Trainer at a date and time that suits the customer. Private courses are limited to 12 participants per session and are sold on a per-session basis.

Learners retain access to a Basware Training environment until 2 weeks after the course, which can be used to complete or repeat exercises, or help train other team members.

AP Pro for AP Pro’s: Customer Course:

The AP Pro for AP Pro’s training course, delivered using the customer’s own test environment, can be requested. When requested, Basware will endeavor to confirm the availability of a Basware Trainer at a date and time that suits the customer. This course is limited to 12 participants per session and are sold on a per-session basis.

Good to know (general conditions):

• Basware’s Trainer is not required to understand customer specific configurations or processes to deliver this course; the purpose of using the customer’s test environment is primarily for familiarity.
• While this training is delivered using the customer’s own test environment, it will not cover any non-standard configurations or processes, and process options covered by this course are subject to availability in that environment.
• This training is subject to the availability and readiness of the customer’s test environment; not all features may be enabled or verified to be working by Basware prior to training. In such cases, Basware’s Trainer will use best efforts to demonstrate intended features using a standard Basware Training environment
• The customer is responsible for completing the pre-training checklist and ensuring suitable access and data is available in the test environment, this includes:
  • Example invoices
  • Data necessary to add and workflow invoices.
  • Matching data necessary to demonstrate order matching (if required)
• Order Matching is highly dependent on the examples and related data available in the test environment. The customer-adapted course does not include exercises for learners on order matching.

How to Book Your Course:

Requests to join a public course, or to book a private course, can be made via Basware’s Support Portal (https://basware.service-now.com/bw).

To make the request:

1. Once logged in, navigate to Request a Service.
   
   
   
   
2. Select the Training from the service catalog.
   
   
   
   
3. Select the training course that suits your need:
   1. AP Pro for AP Pro: Public Course– for a publicly scheduled course
   2. AP Pro for AP Pro: Private Course– for a private group training
      
      
      
      
4. Fill in the requested details (if attending a public course, add in the comments your preferred course)
5. Submit your request

Once the request is received, Basware will contact you to confirm availability based on your preferences and to provide a work-order to be signed in order to book your place or private course.

Once booked, your Basware Trainer will be in contact in the lead-up to a scheduled training course to confirm participants and preparation activities.

Timing:

When you’ve confirmed your booking by returning a signed order, Basware will confirm your scheduled course and time. You’ll then hear from us:

• Up to 2 weeks after booking – to provide you with the necessary meeting details
• 1 week prior to the course date – to provide you the necessary details for your training, including access details for the training environment (if provided by Basware)
• 1 day prior to the course date – to provide a copy of the agenda and training materials
• After the training – to ask for your feedback on the course.

Compare Courses:

2. Personalized AP Pro Training

Personalized and tailored training courses for Basware AP Pro are also available using the customer’s own test environment.

As a non-standard course, these are arranged according to requirements pre-agreed with the customer and priced accordingly. Please note, availability may be limited.