Synergetic: Creditors
This course is designed for users who are new to Synergetic and want to develop a strong foundation in the Creditors module.
Description
IMPORTANT:
We now offer tailored training for schools instead of training labs on fixed dates, giving your team practical support shaped around your needs, experience levels, roles and processes.
Book a discovery session so we can build a practical training plan that gives your team the right support at the right time.
When making your booking, please use the code 'Creditors' in the ticket # field.
*Pricing will vary depending on your specific outcomes. This will be determined following your Discovery session.
Target Audience
This course is designed for school staff who are new to Synergetic or responsible for managing creditor processes. It is ideal for finance team members and administrative staff seeking to build practical skills and confidence in using the Creditors module effectively.
Learning Outcomes
This hands-on course guides participants through the key functionality and process workflows within the Creditors module in Synergetic.
You will gain practical experience and a clear understanding of how to effectively manage creditor-related tasks within your school environment. By the end of the course, you will be confident in applying these processes to support efficient financial operations.
Topics covered include:
- Finance Configuration
- Creditor Maintenance
- Invoice Entry
- Dual Postings
- Payment Selection
- Creditor Bulk Archive
- Crystal Reports