EXCEL INTEGRATION COURSE

Master your reporting with Excel integration (SynergySoft UV Code)

  • WA Local Government

    Industry specific training

  • Experienced Instructors

    Role-based expertise

  • Flexible & Convenient

    Online delivery mode

  • Hands-On

    Learn with your own data

  • 4 hours

    Training duration

  • Toolbox

    Download learning materials

    What's included?

    Our Excel Integration course will help you master essential daily tasks like journal processing, year-end reporting, and other key reporting functions designed to help you work smarter, not harder. 

    In this course you will learn how to:

    Empty space, drag to resize
    • Live training session
    • Learning materials
    • Templates & forms
    • Certificate of completion
    • Post-training assistance
    • Import general journals for recurring use
    • Build and customise Excel reports
    • Create live data links between Excel and SynergySoft for real time reporting
    • Upload and manage budgets with ease
    • Import general journals for recurring use

    Michelle Martin

    Michelle is an Executive Consultant with over 10 years of experience in local government finance and seven years in software support and ERP implementation. She holds a Bachelor of Commerce in Accounting and Taxation and is responsible for delivering accurate financial reports to stakeholders and developing training programs that promote best practices in financial management and system utilisation.

    Michelle has a strong foundation in client relationship management and business needs analysis, combining technical proficiency with a thorough understanding of local government operations.

    Known for her client-focused approach, Michelle is committed to delivering high-quality solutions that drive operational efficiency and strengthen financial accountability.

    Local Government Finance & Software Expert
    “Sharing knowledge isn’t just about passing on information - it’s about empowering others to act with clarity and confidence”

    Michelle Martin

    Executive Consultant, LG Best Practices
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