Thanks so much to Kim Macdonald from Precision Management Accounting for sharing this useful information with our Synergetic community.
You don’t know what you don’t know!
Ever heard of that phrase ‘You don’t know what you don’t know’? How true is it? Schools are busy places, and unfortunately taking the time to attend further training or investigating ways of using the product better is usually at the bottom of the ‘to-do list’ for administration staff.
Precision Accounting has worked with many schools using Synergetic software and have commonly found that some handy features of the application are being underutilised.
Often schools only establish what they were using in their legacy system, and don’t have the time or understanding to investigate what other features are available to use and how it could improve the productivity of the Finance Department. Accounts Receivable is a critical function of non-government schools for cashflow, Debtor Management and Risk.
Have you ever considered how effective your debtor management processes are, and if you are using Synergetic in a way that best suits YOUR school profile and culture? The set up and processes for one school, may not be appropriate for the next. To help you get the most from your Synergetic Debtors module, here are five key features that will have a significant impact on efficiency and productivity of the finance department and debtor management.
5 tips for better use of the Debtors module
Where to from here…?
How you are using these 5 discussed features at your school?
Be aware that just because you are using something, doesn’t mean you are using it in the most efficient way, so take the time to review your processes and use the following resources:
- Use the Synergetic Wiki page to access help guides and online resources – knowledge is power.
- Talk to other schools using Synergetic – shared knowledge is even more powerful.
- Take time out to attend trainings and webinars no matter how busy you are – these are invaluable for learning about the features of the system and can be an opportunity to network and establish relationships with people from other schools.
- Speak to Precision to discuss how we can assist in process review or project management to implement Synergetic enhancements.
Need more training?
Check out our list of training courses, webinars and roadshows coming up in 2019.