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Thomson Reuters® Confirmation Training sessions
Confirmation's online training courses are fast, convenient, and free. We offer auditors live and on-demand sessions in Chinese, English, Japanese and Cantonese if you need a refresher on the platform or want to learn more about our time-saving features.
Confirmation港澳台培訓課程
您可以使用下面的點播鏈接重新訪問錄制的培訓會議。了解如何使用Confirmation來請求確認。這個全面的培訓會話最適合新用戶，或者那些在忙季節開始之前需要回顧如何使用平台的人。

此次培訓內容包括：
  • 設置新客戶資料
  • 添加帳戶和了解不同的表單類型
  • 獲取客戶授權和啟動請求
  • 下載確認響應和生成報告
  • 了解其他可用的操作，並知道如何獲取幫助
  • 常見問題

此次培訓以粤語進行。
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Confirmation Training Session - New Zealand
Join this on-demand virtual training session for a refresh ahead of the 31 March balance date.

In this session, you will better understand: 

  • Efficiencies gained from electronic confirmations
  • Tips & tricks on faster processing, reduce denials, and more
  • Future Dating – how to get to the front of the queue
  • Demo of Confirmation platform
  • Q&A 
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Confirmation Training Session - Australia
Join Thomson Reuters Confirmation's virtual training session for a refresher on how to use our platform. It will prepare you and your team for the 30 June busy season. 

In this session, you will better understand: 

  • In-Network banks that respond using Confirmation
  • Creating, reviewing, and editing client profiles
  • The different form types available for Australian banks
  • Common denial reasons and how to avoid them
  • Demo of Confirmation platform
  • Q&A 
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Confirmation中国大陆培训课程
您可以使用下面的回放链接重新访问本次培训的录制回放。此次培训最适合新用户，或那些想回顾如何使用 Confirmation 的用户。这是在任何年终忙季开始前必须做的事情。 此次培训您将学习到：
  • 设置新的客户资料
  • 添加账户并了解不同表格类型
  • 获得客户授权并发起请求
  • 下载已完成的电子询证函及查看不同报告
  • 了解其他可用的操作并知道在哪里可以找到帮助
  • 常见问题
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申込残高確認依頼に関する
今年は、Confirmationを使用して確認依頼を効果的に実行するうえで重要なトピックを厳選して総合的なトレーニングにまとめました。

主なトレーニング内容：

  • 新規クライアントプロフィールをシームレスに設定
  • アカウントを追加し、利用可能な各種フォームについて詳しく学ぶ
  •  クライアントからの承認を取得し、自信を持って依頼を開始 
  •  確認状の返答をダウンロードし、洞察力に富んだレポートを実行 
  • 利用可能な他の機能や、必要時にヘルプが得られる場所を学ぶ

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Confirmation Training Session - SEA
Learnhow to use Confirmationto request confirmations. This comprehensive training session is suited for new users and those seeking a refresher on how to use Confirmation. 
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Register for Confirmation Training Session - India
This on-demand training session will help you gain valuable knowledge on:

  • In-Network banks that respond using Confirmation,
  • Creating, reviewing, and editing client profiles,
  • The different form types available for banks,
  • Common denial reasons and how to avoid them, and much more!
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Talk to our
in-house experts
Need additional training on a topic you don't see listed, or want to set up custom training for your firm? Please click here to fill up the form and we will contact you to schedule a date. We look forward to arranging a time to meet you soon!

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