Cash Application leverages machine learning and AI automation technology to extract data from remittances and match them accurately with payment details. In this curriculum, you'll explore the Cash Application workspace's various exception queues designed to resolve discrepancies including managing decoupled remittances and handling diverse remittance layouts. You'll also learn about managing user permissions and configuring role-based access, as well as how to use the robust reporting capabilities to audit system performance and track team productivity.

Cash Application Settings and Reporting Management
By the end of this course, you will be able to:
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Configure user roles and exception queue permissions to ensure that team members have appropriate access to specific workflows and data.
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Construct custom templates by drawing and labeling regions on various remittance formats to improve the accuracy of the system's automated data extraction.
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Resolve matching exceptions at the line-item, remittance, and envelope levels by utilizing Assisted Correlation and Match Review tools.
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Evaluate organizational efficiency by generating and analyzing team performance, system automation, and auditing reports.
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Cash Application essentials
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Cash Application Correlation Review essentials
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Cash Application Templating essentials
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Cash Application Match Pay essentials
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Cash Application Settings and Reports essentials
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CASH1: Cash Application - Introduction
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CASH2: Cash Application- Correlation
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CASH2: Cash Application - Templating
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CASH2: Cash Application- Match Pay
