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Getting Started on Syft
Module 1: Welcome
Getting Started on Syft (2:14)
Resources
Module 2: Getting Started on Syft
Introduction (0:23)
Case Study (1:11)
Signing up on Syft (4:41)
Accepting an Invitation (1:20)
Signing in to Syft (0:53)
Forgotten your password? (1:29)
Settings (7:00)
Some other account settings (1:09)
Keep your account secure with two-factor authentication (2:54)
Where to get help
Module Summary (0:18)
Quiz
Module 3: Setting Up Your Entities on Syft
Introduction (0:41)
Adding an entity with cloud accounting software (1:47)
Adding desktop software entities or Excel trial balance entities (7:11)
Add an entity with Spreadsheet Link (7:05)
Other available integrations (2:02)
Navigating the entities added on Syft (1:34)
Functionality in Overview (6:59)
Quickfind options (4:36)
Entity Settings (9:01)
Module Summary (0:20)
Quiz
Module 4: Layouts and COA
Introduction (0:47)
Navigate to Layouts (0:56)
How to create a layout (1:12)
Create a layout using an industry template (2:10)
How to import a layout from another entity (1:39)
How to customize and edit a layout (15:30)
Basic layout functionality (2:39)
Resources
How to select a default layout and its impact (3:55)
Copy down layouts in a consolidation (4:47)
Checking your Chart of Accounts (0:55)
How to update your Chart of Accounts (2:25)
Module Summary (0:42)
Quiz
Module 5: Inviting Users and Creating Roles
Introduction (0:42)
How to Invite Users (2:26)
How to Manage Roles (4:52)
Module Summary (0:18)
Quiz
Module 6: Report Basics
Introduction (0:42)
Using Syft's Reporting Tool (5:13)
Quiz
Module 7: Sneak Peek at Group or Practice Management and Pricing
Introduction (0:28)
Oversight (2:30)
Dashboard (5:39)
Quiz
Module 8: Sneak Peek at the Rest of Syft
Introduction (0:15)
Syft Tour (3:07)
Adding your Favorites (2:49)
Module Summary (0:29)
Module 9: Course Summary
Conclusion (0:31)
Suggested reading
Let us know what you think! (0:20)
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