AP Pro - Service Description for Training


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.

Public and Private Courses:

This 4-hour training course is facilitated by an experienced Basware Trainer in an online classroom with up to 12 learners, who are given the opportunity to follow along and perform exercises that cover common practices and scenarios. Learners attending a public or private course are given their own Basware Training environment, which remains available to the learner until 2 weeks after the course.

After completing the course, learners will be familiar with all the features and advantages of Basware AP Pro for Accounts Payable users, including how they are intended to be used based on a model Basware company. Learners can gain further confidence by completing or repeating exercises in their training environment and can use the additional 2 weeks access to train others in their team.

Learners will also discover alternate ways of handling certain processes, along with features that may not currently be used, potentially providing them new insight on how to best leverage Basware to address everyday challenges and unlock new value.

Customer Course:

We offer an adapted version of the AP Pro for AP Pro’s training course for customers that prefer to be trained using a more familiar environment. This classroom-styled training is facilitated by an experienced Basware Trainer over 3 – 4 hours, using the customer’s own test environment (subject to availability).

After completing the course, learners will be familiar with the key features and advantages of Basware AP Pro, including how they are intended to be used based on Basware best practice. In this adapted course, learners are also given the opportunity to follow along and complete basic exercises that can be set-up during the training (such as sending an invoice to workflow).

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

NOTES:

Pricing:

The pricelist below applies to AP Pro for AP Pros training course. Please see further below for guidance on how to book a training course using our service catalog. 

 Course  EUR  GBP  SEK  NOK  DKK  USD  AUD
AP Pro for AP Pros - public course €250
​​​​​​​per person
£225
​​​​​​​ per person
kr. 2625
​​​​​​​ per person
kr. 2625
​​​​​​​ per person
kr. 1875
​​​​​​​ per person
$300
​​​​​​​ per person
$375
​​​​​​​ per person
AP Pro for AP Pros - private course €1000
per session
£885
per session
kr. 10500
per session
kr. 10500
per session
kr. 7500
per session
$1200
per session
$150
per session
AP Pro for AP Pro’s -
customer course
€1375
per session
£1175
per session
kr. 13900
per session
kr. 13900
per session
kr. 10200
per session
$1600
per session
$2100
per session


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:

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

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):

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:

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.