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Training Advanced BuildSmart Functions (BAM01)

Advanced BuildSmart Functions

Course Outline

Gain an in-depth understanding of the recently released, advanced functions in BuildSmart. On completion you should be in a position to implement your learnings within your organisation.

Recommended For

Ideally suited for the BuildSmart System Administrators and Super Users. 


1/2 day


  • High level accounting experience with some auditing exposure
  • Computer literacy and keyboard proficiency is assumed


  • Password Management – Enable password protection and encryptions, password policies, lock out thresholds and password reset policies.
  • Automation – Setting up Automation in BuildSmart Accounts, running available automation scripts, configuring an email automation procedure, add schedules and setup variables as per requirements.
  • Contract and Financial Dashboards – Overview on the set up and navigation of the dashboard reporting functionality.
  • Pending Invoices – How the  new  pending invoice function can be built into the Accounts Payable process.
  • Blocking Creditor/Subcontractor Invoices – This process adds a block onto the invoices so that they can not be paid if there is a dispute.
  • Automated Bank Reconciliation – A semi-automated bank recon based on an imported statement.