Learning outcomes:
In this course, you will learn how to:
-
Navigate to the Layouts and Chart of Accounts section;Create a Layout from scratch;
- Create a layout using an industry template;
- Import a layout from another entity;
- Customize and edit a layout;
- Leverage all the functionality of Layouts on Syft;
- Set a layout as your default;
- Copy down a layout and link it; and
- Check that your Chart of Accounts mapping is correct.
And you will also learn why Layouts and your COA are so important on Syft Analytics.
Curriculum
Module 1: Layouts and COA
Available in
days
days
after you enroll
- Introduction (0:47)
- How to create a layout (1:12)
- Navigate to Layouts (0:56)
- How to import a layout from another entity (1:39)
- Create a layout using an industry template (2:10)
- How to customize and edit a layout (15:30)
- Basic layout functionality (2:39)
- 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
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