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Syft for Nonprofit Organizations
Module One: Introduction to the course
Introduction (1:11)
Your responsibilities (0:50)
About Syft Analytics (1:00)
Get CPD or CPE points from Syft Campus
Module Two: Getting started
Introduction (0:24)
How to sign up (2:15)
Accepting an invitation (1:22)
How to sign in (0:56)
How to add your organization (2:57)
How to check your entity settings (2:15)
How to add a logo (1:42)
How to add users to your organizations (2:35)
How to secure your account (1:56)
Forgotten your password? (1:20)
General Syft navigation (1:48)
Where to get help (1:05)
Module summary (0:29)
Quiz
Module Three: Managing cash
Introduction (1:11)
Cash in vs. cash out (5:40)
Cash balance (1:13)
Cash flow (7:50)
Cash Manager (6:08)
Factors affecting cash flow (0:54)
Module summary (0:23)
Quiz
Module Four: Keep you organization in good health
Introduction (1:23)
KPI Scorecards (10:30)
Cost management (3:48)
KPIs (2:00)
Non-financial data (5:31)
Customer and product data (8:26)
Module summary (1:40)
Quiz
Module Five: Reporting
Introduction (0:37)
Setting up layouts (8:51)
Financials (7:51)
The statement of financial position (2:04)
The statement of activities (1:49)
The statement of cash flows (3:58)
The statement of functional expenses (4:34)
Divisional reports (1:10)
Building a report (6:44)
Using Syft Assist AI on reports (3:34)
Exporting and sharing reports (7:08)
Module summary (0:28)
Quiz
Course summary
Summary (1:13)
Using Syft Assist AI on reports
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