Learning Outcomes

In this course, we will learn the following:

  1. Why cash management is important; 
  2. What happens when you mismanage your cash;
  3. How to use Syft’s Cash Manager Overview dashboard;
  4. All about Invoices, Quotes, and Bills;
  5. All about recurring and once-off cash and how to use these sections;
  6. Use cases for Cash Manager; and
  7. How to include Cash Manager in Reports.

It takes approximately 1 hour and 30 minutes to complete this course.




Curriculum

  Module 1 - Welcome to Cash Manager
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  Module 2 - The Importance of Cash Management
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  Module 3 - Dashboard
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  Module 4 - Cash In
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  Module 5 - Cash Out
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  Module 6 - Putting it all together
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  Conclusion to Cash Manager
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