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Odessa Core

Onboarding: Advanced Course


Description
This course is for new employees who have gone through the US Delivery Onboarding Course.
Content
  • Master Setups
  • Business Types and Business Type SIC Codes Demo
  • Branches Demo
  • Currency and Exchange Rates Demo
  • Float Rate Index Demo
  • Logos Demo
  • Quiz: Master Setups
  • Tax Depreciation Management
  • Tax Depreciation: Rates, Templates, and En-Masse Update
  • Loan: Booking and Management
  • Loan Booking
  • Loan Amendments
  • Quiz: Loan Management and Tax Depreciation
  • Asset Management
  • Asset Categories
  • Cost Types
  • Collateral Tracking
  • Asset Appraisal and Inspections
  • Asset Catalogs
  • En-Masse Book Depreciation Setup
  • En-Masse Book Depreciation Update
  • RMA Profile
  • Quiz: Asset Management
  • Exposure Management
  • Exposure Job (RNI Update)
  • Remaining Net Investment
  • Quiz: Exposure Management
  • Receipt Management
  • Non-Accrual Loan Non Cash Receipt
  • Daily Sensitive Loan Receipt
  • CPI Contracts
  • CPI Contracts
  • Asset Meter Types
  • Accounting Management
  • GL Transfers and Valuation Allowances
  • Transactions
  • Workflow Setup
  • Activities
  • Loan Management
  • Progress Loans
  • Loan Paydown
  • Lien Filing Management
  • Lien Collateral: Text Template
  • Lien Filing Amendment
  • Lien Filing
  • Insurance management
  • Insurance Agencies
  • Insurance Templates
  • Insurance Policies
  • Insurance Companies
  • Sales Tax Management
  • Manual Sales Tax
  • Specialty Tax
  • Quiz: Loan Management
  • Receipt Management: Quiz
  • CPI Conracts: Quiz
  • Account Management: Quiz
  • Transactions Management: Quiz
  • Loan Management: Quiz
  • AR Management
  • Security Deposit
  • Security Deposit: Quiz
  • USER MANAGEMENT
  • Export User Permission File
  • User Permission Files
  • RBS Overview
  • Login Security
Completion rules
  • All units must be completed
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