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Quick Look Course Summary:Business Calculations and Cash Handling (Unit Standards 7469 + 14353) (2 days)
  • Length: 2 day(s)

  • Price (at your venue): 1 Person R 14,642 EX VAT 3 Person R 9,476 EX VAT 10 Person R 6,472 EX VAT

  • Certification Type:Accredited

  • Locations & Venues: Off-site or in-house. We train in all major city centres throughout South Africa.

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    Business Calculations and Cash Handling (Unit Standards 7469 + 14353) (2 days)

    Staff who budget sensibly, understand what interest does to savings and debt, and handle receipts, petty cash and bank deposits correctly and securely – with 5 accredited credits.

    Cash and payments are where small errors quickly become real losses. This accredited cash handling course combines two unit standards, each taught and assessed on its own: unit standard 7469, a fundamental mathematics unit standard on the money side of personal and community life (NQF Level 2, 2 credits), and unit standard 14353 on basic financial transactions (NQF Level 2, 3 credits). Both are part of the National Certificate: Business Administration Services (SAQA ID 23833), and BOTI delivers them under its Services SETA accreditation.

    Day one follows unit standard 7469: drawing up a realistic household or small-business budget, recording what actually comes in and goes out, explaining the differences, and working out simple and compound interest on savings, stokvels and loans, and the effect of inflation and of assets gaining or losing value.

    Day two follows unit standard 14353: receiving and receipting payments and keeping the money safe, using a petty cash system to buy office items, and preparing, checking and making bank deposits. Delegates practise with real forms, receipt books and deposit slips.

    Why this course

    For your organisation

    • Payments receipted, secured and banked according to procedure
    • Petty cash that is justified, receipted and accounted for
    • Fewer cash losses and errors at the front desk
    • Staff who understand budgets and the cost of interest
    • Two accredited unit standards towards a Business Administration qualification

    For your delegates

    • Five accredited credits from two unit standards
    • Confidence with budgets and interest calculations
    • Practice with receipt books, petty cash vouchers and deposit slips
    • A first step towards a Business Administration or New Venture Creation qualification

    What delegates will be able to do

    • Plan a realistic budget and record actual income and expenditure
    • Explain budget variances and ways of controlling spending
    • Calculate simple and compound interest and show how amounts change over time
    • Describe receipting procedures and why a receipt matters legally
    • Secure money and keep source documents safe
    • Request, use and account for petty cash according to procedure
    • Prepare, check and make bank deposits and file the deposit records

    Who should attend

    Receptionists, cashiers, administrative assistants, junior bookkeeping clerks and small-business owners who handle money and payments. Unit standard 7469 assumes mathematics and communication at NQF Level 1; unit standard 14353 assumes numeracy and literacy at NQF Level 1 or equivalent.

    Course outline

    Day 1 – Unit standard 7469: budgets and interest

    Outcome 1: Planning and controlling a budget
    • Projecting income and spending realistically
    • Calculating with a calculator and checking that answers make sense
    • Setting out a budget that is easy to track
    • Recording actual income and spending against the plan
    • Finding and explaining variances
    • Simple ways to keep spending under control
    Outcome 2: Simple and compound interest
    • How simple and compound interest differ, and where each is used
    • Choosing the right method for the problem
    • Savings, investments and stokvels
    • Inflation, appreciation and depreciation
    • Showing how an amount grows or shrinks over time
    • Portfolio of evidence for unit standard 7469

    Day 2 – Unit standard 14353: receipts, petty cash and banking

    Outcome 1: Receiving and receipting payments
    • Receipting procedures step by step
    • Who the parties to a receipt are, and why it matters legally
    • Keeping cash and cheques secure
    • What makes a cheque valid
    • Filing and safeguarding source documents
    Outcome 2: Using a petty cash system
    • Asking the petty cashier for funds and justifying the purchase
    • Completing petty cash forms
    • Buying the items and handing in the receipts
    • Following company procedure
    Outcome 3: Basic banking transactions
    • Preparing the banking according to procedure
    • Completing deposit slips or deposit books
    • Checking deposits against the receipt book
    • Making sure the cash reaches the bank
    • Securing and filing deposit records
    • Portfolio of evidence for unit standard 14353

    How it is delivered

    Two days, 08:30-16:00. In person at your offices anywhere in South Africa, at a BOTI venue, or live online. One delegate or a group of up to 20. Learner guide and workbook for each unit standard, practical workplace activities, and a portfolio of evidence that delegates complete after the course for assessment and moderation.

    Certificate: Delegates found competent are credited with unit standards 7469 (NQF 2, 2 credits) and 14353 (NQF 2, 3 credits) through BOTI's Services SETA accreditation (12582) and receive a statement of results; the others receive a BOTI certificate of attendance.

    What our clients say

    ★★★★★ 4.8 on Google from 770+ reviews · word-for-word quotes from signed letters of reference, from clients on this and/or related BOTI courses

    “The training was practical, engaging and relevant to our workplace environment, providing participants with valuable knowledge and practical skills that could be applied in their respective roles.”

    A cosmetics manufacturerHR Department · Course: Reception and Telephone Skills Training · 2026

    “The facilitator was excellent and took time to ensure that the employee understood the content and was able to apply the learning in order to develop the portfolio of evidence.”

    A construction and renovations companyManager · Course: Taking charge as a Leader & Closing the Gap between Specialist and… · 2026

    “The training was well received and we were impressed by the knowledge of the facilitators and the quality of overall training.”

    A SETA (finance and accounting)Human Resources Manager · Course: Knowledge Management · 2024

    Read what our clients say

    Frequently asked questions

    Is this course accredited?

    Yes. It covers unit standards 7469 (NQF Level 2, 2 credits, fundamental) and 14353 (NQF Level 2, 3 credits). Both are part of the National Certificate: Business Administration Services (SAQA ID 23833), and unit standard 7469 is also part of the National Certificate: New Venture Creation (SMME) (SAQA ID 49648). BOTI delivers them under its Services SETA accreditation (12582).

    Until when can delegates enrol?

    Delegates can enrol until 30 June 2028.

    Are there entry requirements?

    Unit standard 7469 assumes mathematics and communication at NQF Level 1, and unit standard 14353 assumes numeracy and literacy at NQF Level 1 or equivalent.

    How are delegates assessed?

    Each unit standard has its own portfolio of evidence, completed after the course and then assessed and moderated. Delegates found competent receive a statement of results.

    Is there a shorter version without assessment?

    Yes. Budgets And Financial Reports Course covers budgeting in one day, with a BOTI certificate of attendance.

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