Masterclass: A Step-by-Step Guide to Accounts Payable Transaction Data Analysis

Welcome to the course description for Masterclass – A Step-by-step Guide to Accounts Payable Transaction Data Analysis.

Discover why analyzing transaction-level data is critical for effective Working Capital Management – and how it helps overcome the limitations of traditional balance sheet KPIs.

This masterclass covers what transaction data is needed, how to structure it, and a step-buy-step guide how to analyze it effectively. 

You’ll also receive a free exercise worksheet to put your new skills into practice.

Whether you’re aiming to optimize accounts payable or boost overall financial efficiency, this course gives you the tools to make smarter, data-driven decisions.

Course Details

This Course Includes

Upgrade Your Toolbox

Are you relying solely on balance sheet KPIs to assess your accounts payable performance? If so, you may be missing critical insights!

Traditional KPIs provide a limited view, often distorting financial performance and hiding inefficiencies.

In this comprehensive eLearning course, you’ll learn how to go beyond static financial metrics and leverage transaction data analysis to optimize your working capital.

You’ll discover what data to collect, how to structure and clean it, and how to analyze and present it effectively to uncover hidden opportunities for improvement.

Whether you’re a finance professional, analyst, or business leader, this course will equip you with the skills to optimize accounts payable, improve cash flow, and drive financial efficiency.

Learning Objectives

  • Understand the Accounts Payable Cycle – Learn how it works, common challenges, and how inefficiencies impact financial performance.
  • Recognize the Limitations of Balance Sheet KPIs – Discover why traditional KPIs can be misleading and how transaction-based analysis provides deeper insights.
  • Identify and Collect Key Transaction Data – Know what data is essential for a comprehensive account payable analysis.
  • Structure and Clean Data for Analysis – Organize raw transaction data to ensure accuracy, consistency, and reliability.
  • Analyze and Interpret Accounts Payable Data – Apply data analysis techniques to uncover inefficiencies, payment trends, and improvement opportunities.
  • Present Insights Effectively – Learn how to visualize and communicate findings to drive informed decision-making.
  • Apply Your Skills with a Practical Exercise – Work through a hands-on activity using a downloadable worksheet to reinforce learning.

What Learners Say About The Course Managing Working Capital

I finally understand how to break AP data into something I can actually use. The step-by-step approach made it easy to follow, and I applied what I learned the next day at work.

Purchasing Professional 

I didn’t expect a finance course to be fun, but the hands-on exercises kept me engaged. It wasn’t just theory – I walked away with real skills.

Finance Professional – PE Industry

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Professional Certification and Continuing Professional Development Credit (CPD)

My Academy Hub - Working Capital Hub CPD accredited working capital courses

The CPD certification Service

Working Capital Hub’s e-learning course A Step-by-step Guide to Accounts Payable Transaction Data Analysis has been reviewed and approved by the CPD certification service.

This course qualifies for 4 Continuing Professional Development units (CDPs).

To earn CPD credits, the learner is expected to:

  • Complete all videos and chapter quizzes.
  • Complete the final exam within 1 year from completing the course.
  • Score 80% or higher on final exam.
My Academy Hub -Working Capital Hub certificate

Working Capital Hub Certificate of Completion

Working Capital Hub awards learners upon completion of course and final exam with a certificate of completion.

The certificate is personal and linked to your unique email account.

To earn Certificate of Completion, the learner is expected to:

  • Complete all videos and chapter quizzes.
  • Complete the final exam within 1 year from completing the course.
  • Score 80% or higher on final exam.

Masterclass - Managing Working Capital Course Outline

1. About This Course

2. Introduction to Transaction Data Analysis

3. Requesting Data

4. Structuring the Analytical Framework

5. Analyzing the Data

6. Capstone Module - Assessment & Evaluation

Master Accounts Payable Data Analysis with Confidence

Enroll today in our accredited online course A Step-by-Step Guide to Accounts Payable Transaction Data Analysis and gain practical tools, structured methods, and real-world examples to uncover insights from your AP data.

Learn how to identify inefficiencies, improve supplier terms, and strengthen cash flow management — skills you can apply immediately in your organization.

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