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Trial Balance Upload Masterclass
Introduction to the course
Introduction to Uploads (0:43)
Course Outline
Earn CPD or CPE points
Trial Balance Uploads
Introduction to TB Uploads (0:29)
Add the entity (1:15)
Generate the template (3:46)
Chart of Accounts (5:29)
Completing the upload sheet (8:40)
Upload to Syft (1:43)
Additional uploads (5:55)
Refresh Syft (1:09)
Module Summary (0:17)
Quiz
Use Cases
Introduction to use cases (0:15)
Use Case: Your software does not directly integrate with Syft (0:45)
Use Case : You are working with benchmark data (5:05)
Use Case: You have simple entities which are used in a consolidation (0:55)
Use Case: You are uploading historical data that is not loaded on your accounting software (1:35)
Module Summary (0:15)
Quiz
Course Summary
Course Summary (0:25)
Use Case: You are uploading historical data that is not loaded on your accounting software
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