Synergetic: Accountants & Business Managers

This course provides a comprehensive overview of Synergetic Finance functionality, with a focus on key processes, system configuration, and reporting capabilities.

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 'Accountants' in the ticket # field.

Target Audience

This course is designed for Business Managers and Accountants who are responsible for financial operations and reporting, and who require a foundational understanding of Synergetic Finance modules and processes to effectively perform their roles.

Learning Outcomes

Designed for Business Managers and Accountants, this course introduces the core features and processes within the Synergetic Finance modules. Participants will gain a clear understanding of financial structure, system configuration, and reporting tools, enabling them to effectively manage financial operations and support informed decision-making.
Key topics include:
  • Finance configuration
  • General Ledger structure (Chart of Accounts, Cost Centres, Divisions)
  • General Ledger maintenance
  • General Ledger journals (including manual invoices)
  • Creating the next financial year
  • Budget management
  • Finance reporting using Crystal Reports
  • Bank reconciliation
  • BAS reporting
  • Security and access management
  • Lookup tables
  • Sub-ledger functionality