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Jodilee Manuel


Courses

Accounting Practice Management
Learn how to make the most of Syft and how to monetize it and use it to grow your practice
Jodilee Manuel Jodilee Manuel
FREE
Getting Started on Syft
Get set up and started on Syft and get a taste of all Syft has to offer.
Jodilee Manuel Jodilee Manuel
FREE
Accelerating Advisory with AI Masterclass
Everyone is talking about AI, but what can it really do for you as an accountant? At Syft, we believe in only adding features that provide value to our users. In this dedicated Masterclass, we're going to unpack exactly how AI can help you accelerate your advisory offering and provide valuable insights to business owners in record time 🕰️ Join us to see AI in action and accelerate your advisory services 🚀
Jodilee Manuel Jodilee Manuel
FREE
Business Onboarding
A course focussed on showing you how to get the most out of Syft for your business. How to use it to run, grow and protect your business.
Jodilee Manuel Jodilee Manuel
FREE
Foundations of Accounting
We look at accounting’s epic origin story, its impact and the foundational concepts.
Jodilee Manuel Jodilee Manuel
FREE
Reporting
Syft's report tool comes with pre-populated templates that make it easy to create customized reports and schedule the sharing of these reports.
Jodilee Manuel Jodilee Manuel
FREE
Analyze
Learn how to use Analyze to manage your teams and reporting better, get an improved understanding of your business, and make key strategic decisions
Jodilee Manuel Jodilee Manuel
FREE
Budgeting Basics
Everything you need to know to get started with the Budget on Syft!
Jodilee Manuel Jodilee Manuel
FREE
Forecasting Basics
Everything you need to know to get started with the 4-Way Forecast on Syft!
Jodilee Manuel Jodilee Manuel
FREE
Consolidations
Syft makes it easy to consolidate entities, and also makes eliminating intercompany transactions and balances easier.
Jodilee Manuel Jodilee Manuel
FREE
Balance sheets & bytes: navigating career bridges
Discover the dynamic fusion of accounting and tech in our latest episode! Join hosts Jodilee Manuel and Alex Hoffman as they share insider tips and personal insights from their roles at the award-winning financial software company Syft Analytics. Whether you're a finance pro, tech enthusiast, or professional looking to learn more about transferable skills, this episode is for you.
Jodilee Manuel Jodilee Manuel
FREE
Layouts 101
Layouts are foundational to everything you do and impact numerous reports. So, you want to make sure you know exactly what you're doing in the Layouts department before moving onto more complex reporting.
Jodilee Manuel Jodilee Manuel
FREE
Visualize: Overview
In the Overview section of Syft’s Visualize tab, we get a bird’s-eye view of our business, how it is performing, and where there may be potential areas of concern.
Jodilee Manuel Jodilee Manuel
FREE
Visualize: Sales
Let's look at how Syft's Customers, Products, and Suppliers sections can provide you with critical operational information to help you make better business decisions
Jodilee Manuel Jodilee Manuel
FREE
Visualize: Performance
Learn how to manage and monitor your profitability and cash using two powerful tools from Visualize
Jodilee Manuel Jodilee Manuel
FREE
Financials
Financial statements tell the story of the business and, oftentimes, financial statements are the only reports stakeholders see.
Jodilee Manuel Jodilee Manuel
FREE
Excel and Google Sheets Basics
In this course, we focus on useful tools within Excel, Google Sheets for accountants, auditors, and business owners.
Jodilee Manuel Jodilee Manuel
FREE
Fraud Deep Dive
Learn everything you need to know about fraud - from what it is to why you should be on the lookout for it, how it happens, and what you can do to protect your business from fraud.
Jodilee Manuel Jodilee Manuel
FREE
Q4 Syft Campus Quarterly Update
A look at Syft's latest updates to make sure you know how to make the most of the new features.
Jodilee Manuel Jodilee Manuel
FREE
Spreadsheet Link
Supercharge your reporting with seamless integration between your favorite spreadsheet tools and Syft Analytics.
Jodilee Manuel Jodilee Manuel
FREE
Advanced and Applied Forecasting and Budgeting
Take your Forecasting and Budgeting to the next level to become a pro.
Jodilee Manuel Jodilee Manuel
FREE
Cash Manager
Learn to manage your cash like a pro with our Cash Manager course!
Jodilee Manuel Jodilee Manuel
FREE
Client Training Resources
Everything you need to know to make the most of Syft.
Jodilee Manuel Jodilee Manuel
FREE
Q3 Syft Campus Quarterly Update
A look at Syft's latest updates to make sure you know how to make the most of the new features.
Jodilee Manuel Jodilee Manuel
FREE
Q3 2024 Syft Campus Quarterly Update
A look at Syft's latest updates to make sure you know how to make the most of the new features.
Jodilee Manuel Jodilee Manuel
FREE
Q2 2024 Syft Campus Quarterly Update
A look at Syft's latest updates to make sure you know how to make the most of the new features.
Jodilee Manuel Jodilee Manuel
FREE
Q1 Syft Campus Quarterly Update
A quick look at Syft's latest feature updates to make sure you know how to make the most of all the new features.
Jodilee Manuel Jodilee Manuel
FREE
Python for Financial Professionals
Learn all about how financial professionals can make use of Python to improve their processes.
Jodilee Manuel Jodilee Manuel
FREE
Ledgers 101
In this course, we will explore the details of ledgers, why they are useful to your business or practice, and how you can use this tool to your advantage on Syft.
Jodilee Manuel Jodilee Manuel
FREE
How to keep your clients coming back for more
What do hospitality and financial technology have in common? What customer skills can you learn from one or the other? This week, we speak to Customer Success Manager Jamie Bezuidenhout about his key takeaways from working with customers across various industries and how he has learned to keep customers engaged.
Jodilee Manuel Jodilee Manuel
FREE
Syft for Nonprofit Organizations
In this course, we look at how nonprofit organizations can make the most of the tools available on Syft Analytics.
Jodilee Manuel Jodilee Manuel
FREE
Segments 101
Working with many distinct divisions (tracking categories, analysis codes, classes, or projects)? If so, segments are for you.
Jodilee Manuel Jodilee Manuel
FREE
Live Training
Now that you've completed Live Training, please watch this video and take a quiz to qualify for CPD or CPE points!
Jodilee Manuel Jodilee Manuel
FREE
KPI Scorecards 101
Learn how to use Syft's KPI Scorecards to track performance, compare data, pin, and create customized metrics - all in one place.
Jodilee Manuel Jodilee Manuel
FREE