Schedule presentation

Basic course

Basic course

The areas covered in this course are the general system structure and the general master data.

The course also covers the security-relevant master and system data, e.g. policies, user administration, etc., which are secured via the “4-eyes principle”.

Participants will receive the detailed course program together with the course confirmation before the course starts.

The overview of the program:

  • System structure / Master data
    Client definition
    Companies
    Currencies
    Partner
    Accounts
    Intercompany-Accounting
    DispoTypes
    DispoRules
  • Market-Info
    Rates
    Automatic update of FX-rates (FX Service)
    Rate import via Excel
    Account interest rates
  • System-Administration
    Policies
    Security-Policy
    2-factor authentication (2FA)
    License
    IP-restriction
  • User-Administration
    User-Administration Authorisations
  • 4-eyes principle
    Concept and implementation 

Target audience

Der Kurs richtet sich in erster Linie an Mitarbeitende, welche für folgende Tätigkeiten verantwortlich sind:

  • System and master data set-up (new clients)
  • Maintenance of master data (existing clients)
  • Establishment and monitoring of guidelines and security
    (new and existing customers)

Objectives

  • At the end of the training, the participants understand the magnet™ system structure and are able to enter the necessary master data independently.
  • The services offered by magnet™ also include payment transactions. This is another reason why the second part of this training is dedicated to the important topics of security and compliance.
  • At the end of the training, the participants are familiar with the security-relevant areas of magnet™. They will be able to implement the guidelines set by the company and the defined security policy in magnet™.

Duration and costs

The training course is held from 09:00 – 16:00, with a short break for lunch.

The course fees are CHF 995.– (excl. VAT) per participant.

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