Foundation track
Records you can explain
Connect entries, evidence and reconciliation into a usable audit trail.
LEARN
Build the foundations
By the end, you should be able to:
- Distinguish a transaction entry from supporting evidence
- Identify common supporting records
- Explain reconciliation
- Spot a gap in an audit trail
- 1Why accurate records matterEvery collapsed savings group has the same story, and it always starts with records that stopped being kept properly.
- 2How to read your member statementYour statement is the only independent record of your money in the group. Here is how to read every line of it, and what to do when something looks wrong.
CHECK · FORMATIVE AND REPEATABLE
Check your record understanding
Choose an answer for each question. You will see an explanation straight away.
PRACTISE · PRIVATE IN YOUR BROWSER
Apply what you learned
Record Health Check
This is an educational checklist, not an audit opinion.
0 of 8 checks are clear. The unchecked items are questions to resolve—not a pass or fail result.
Your figures and checklist answers stay on this device. Only completion status is sent when you choose the button below.
PROGRESS
Keep your place
Lesson completion, your latest check and practice status appear in My Learning when you are signed in.
View My LearningASK
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