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最新消息 活動預告

27
11月 2024
(星期三)

如何將發票匹配流程自動化及為客戶設計債務老化儀表板系統? (2024年11月27日)

相關學科
金融科技及金融分析

感謝各位熱烈參與!

以上活動經已圓滿結束,敬請密切留意學院稍後活動。

活動重温

日期及時間
2024年11月27日 (星期三)13:00 - 13:45
費用
免費
講者
  • Mr Danny W. C. Chan

Mr Danny W. C. Chan

Mr. Chan, FRM, has possessed rich experience in financial risk management, information technology and data science and worked as IT Manager over a decade. Being a practitioner in information technology, he is currently a consultant and trainer at Big Data Consultancy Services Company. Also, he is strong in Cloud-based solutions, Big Data Technology, Data Mining and Machine Learning. Moreover, Mr. Chan has obtained a Bachelor Degree in Mathematics from The Chinese University of Hong Kong as well as three Master Degrees in Risk Management Science from The Chinese University of Hong Kong, Quantitative Analysis for Business from City University of Hong Kong and Industrial Logistics Systems from The Hong Kong Polytechnic University.

查詢
2867 8331 / 2867 8424 (finedec@hkuspace.hku.hk)
相關課程
Postgraduate Diploma in FinTech and Legal Regulations Postgraduate Diploma in Financial Analytics and Algo Trading Postgraduate Diploma in Finance and Data Analytics Certificate for Module (Technical Analysis and Data Analytics for Stock Investment) Certificate for Module (Business Intelligence and Data Automation) Certificate for Module (Business Analytics and Web Scraping) Executive Certificate in Interpretation and Visualization of Business Big Data Big Data and FinTech Executive Workshop Series - Big Data and Data Visualization Big Data and FinTech Executive Workshop Series - Applied AI and Business Analytics
更多相關課程
如何將發票匹配流程自動化及為客戶設計債務老化儀表板系統? (2024年11月27日)

收到客戶發票付款後,AR 團隊成員需要將收到的付款與相應的客戶訂單(或發票)進行匹配,這可能是部分匹配、完全匹配甚至多付。

總的來說,團隊成員需要根據未償或逾期發票金額為管理階層準備一份客戶帳齡分析報告,以進行債務分析。

痛點在於,所有這些都是使用 Excel 電子表格手動完成的,並且需要花費大量時間來協調所有工作表。

一個完美的解決方案是透過儀表板系統透過 Excel 自動化(無編碼方法)來實現所有這些日常任務的自動化。

如果您有興趣了解一些有關設計的信息,請隨時透過以下連結註冊即將舉行的午餐講座。

主講人、講師和數據顧問 Danny Chan 先生將透過現場演示向您展示解決方案。

語言:粵語(輔以英語)

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