Expert
user training
CreditManager
The expert user training is designed for experienced CreditManager users seeking to improve their skills and master advanced features.
CreditManager
Agenda
The training is scheduled for the following days:
- October 27th 2026 (NL)
- November 5th 2026 (EN)
- December 4th 2026 (NL)
- February 19th 2027 (NL/EN)
- April 12th 2027 (NL/EN)
*NL/EN: Based on sign ups we will decide if this training will be happening in Dutch or in English
Learning goals
After completing the expert user training for CreditManager, you will
- Have acquired advanced CreditManager skills for effective use
- Fine-tune your operational efficiency in day-to-day tasks
- Strengthen your financial management tasks within the software.
Practical information
- Duration: Full-day training from 09:00 to 17:00
- Location: Paasheuvelweg 9a, 1105 BE Amsterdam
- For our on-site training, you will need to bring your laptop.
Get in touch with us
If you have any questions or require support regarding the training, don't hesitate to contact our Customer Success Management team.
What to expect and what you’ll learn
Agenda
Introduction
- Welcome and introductions
- Overview and key objectives
Session 1 - Deep dive debtor cockpit
- Set up main and sub-debtor relationships
- Assign responsible employees
- Define default workflows
- Block batch processing when required
- Apply interest and credit limits
- Delve into the attributes
- Manage external relations (e.g. collection agencies, bailiffs)
- Explore clustering, goodwill, and ageing analysis
Session 2 - Mastering subflows and ageing
- Subflow actions:
- Advanced settlement options
- Managing complaints and workflows
- Performing reconciliations
- Expert exercises: Subflows
- Ageing analysis and management
- Handle exceptions
Lunch break (45 minutes)
Session 3 - Credit data, reporting & team management
- Use external credit data (D&B, CreditSafe, Faillissementen.com)
- Manage payment links
- Generate reports
- Management (e.g. profit analysis workflows, Top X)
- Operations (e.g. credit limits, credit insurance alerts)
- Disputes (e.g. risk analysis, disputes per year)
- Handle employee roles
Session 4 - Bulk actions and automail
- Automate batch processing
- Manage and execute bulk actions
- Expert exercises: Bulk actions
- Use automated email (Automail)
Wrap-up
- Key takeaways
- Q&A session
- Next steps and additional learning resources
- Feedback survey
- Certification hand-out
