Sessions in this module
The module contains 4 sessions, detailed below. You can also book the sessions individually.
Maximising Finance
- Understanding work in progress and producing reliable profit reports produced simply, that match business KPI’s
- Best practise month end processes and reporting, including use of financial periods
- Understanding investment / recovery
Session Cost: £200 + VAT
Maximising Client Services
- Advanced estimate views and additional quote features
- Best practice job completion, key job reports and analysis
- Understanding the Financial tab and investment / recovery
Session Cost: £200 + VAT
Synergist Reporting
- Assessment of key reports required to run your business
- Standard reports demonstration
- Development of data viewer reports, including saving views
Session Cost: £200 + VAT
Synergist Data Cleansing
- Maintaining key data including users / client / suppliers
- Batch updating and views
- Key reports and report scheduling
