PTX Direct Debit Management Training (1/2 Day) Bacs Accredited Direct Debit Paying Banks scheme training Introduction to Transform Project Development Training (3 Days) Transform Admin Training (1 Day) SEPA Training Training Resources and Videos Meet the trainer

PTX Direct Debit Management Training (1/2 Day)

The Bottomline Academy offers a half day training course for PTX Direct Debit Management delivered by Webinar. We focus on the following areas of PTX Direct Debit Management solution:

• The user Interface
• Contracts and mandates
• Correspondence
• Bacs Files
• Bacs Messages
• Manual Editing
• Data Export
• Administration Settings

Click below to request a training date.

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Bacs Accredited Direct Debit Paying Banks scheme training

This course begins with an overview of the scheme, and then covers essential processes, rules and requirements, including report generation and response timescales, in addition to covering the bank’s liabilities under the rules. It will also give you an insight into how the bank’s processes fit in with and affect the overall operation of the scheme thus enabling you to see not just what is required, but why it is required.

The course covers:-

• The Direct Debit Guarantee & Advance Notice Regulations
• Direct Debit Lodgement & Collection Timescales / Processes
• Handling The Key Direct Debit Related Reports (AUDDIS, ARUDD, ADDACS)
• Liability Under The Scheme & Indemnity Claims
• The role of Paying or Agency Banks
• The Collection Process

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Introduction to Transform Project Development Training (3 Days)

This course is a practical introduction to developing document output solutions with Transform Output Centre or Transform Productivity Centre. Students will learn how to design projects which receive, present and deliver documents in a variety of data and output formats. Training takes place in Reading.

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Transform Admin Training (1 Day)

This course is designed for the person responsible for the administration of Transform solutions running within the Transform Foundation Server environment. It will provide instruction for the installation, configuration, monitoring and administration of the core modules, management of project deployment in single and multiple environment deployments and the management of single and multi-developer environments. This course also covers administration of Transform Content Centre. Training takes place in Reading.

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SEPA Training

Please email [email protected] to request this session.

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Training Resources and Videos

Resources

Guide to Bottomline Training
Little Bacs Book
Direct Debit Terminology Guide
Transform Course Overview
Bank Course Outline
Agency Bank Outline

Videos

AUDDIS
Indemnity Claims
PTX Bacs Payments
PTX Bacs Payments for Indirect Submitters

Direct Debit Compliance Training (1 Day)

The Bottomline Academy offers a Bacs-accredited course recommended by major banks. Provides a clear understanding of the latest requirements & best practices for secure, efficient and fully compliant Direct Debit processing. This course covers:

• Direct Debit Compliance
  
• Guarantee and advance notice regulations
  
• Lodgement and collection timescales & processes
  
• Key Direct Debit reports (AUDDIS, ARUDD, ADDACS) Direct Debit Indemnity Claim Automation (DDICA)
  
• Paperless Direct Debit (PDD)
  

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PT-X Direct Debit Management Training

The Bottomline Academy offers one day onsite training course for PT-X Direct Debit Management. The first part contains a crash course on direct debits, which means everyone gets a clear, consistent understanding what a direct debit is and how this needs to be managed. The second part of the day focuses on PT-X and the Direct Debit Management solution. Focusing on:

• The User Interface
  
• Contracts and mandates
  
• Correspondence
  
• Bacs Files
  
• Bacs Messages
  
• Manual Editing
  
• Data Export
  
• Administration Settings
  

PT-X Direct Debit Management Training is hosted at your location. Click below to request a training date. Book now

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