Learning Outcomes
In this course, we will learn the following:
- How to use the Spreadsheet Link add-on in Excel or Google Sheets for your upload
- How to create your entity
- How to generate the template
- How to set up your chart of accounts
- How to clean the data
- How to upload your data
- Do’s and don’ts
- Refreshing your data in Syft
- Adding additional data
Example Curriculum
Introduction to the course
Available in
days
days
after you enroll
Trial Balance Uploads
Available in
days
days
after you enroll
Use Cases
Available in
days
days
after you enroll
- 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
Available in
days
days
after you enroll
Explore more courses
Other people who completed this course also expanded their Syft knowledge with further courses. If you found this course valuable, why not try some of our other courses below?
