---
title: "5. Finance - Full Training"
slug: "5-finance-full-training"
updated: 2026-03-29T23:01:19Z
published: 2026-03-29T23:01:19Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# VIDEO: Finance - Full Training

<div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/988215697?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="2024 Finance"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script>

### Topics Covered
* Connecting and setting up the Xero link
* Importing files from other sources e.g. bank, CSV file, Paypal
* Reconciling transactions
* Managing Giving Numbers
* Checking the data
* Setting up receipt templates
* Testing, printing and emailing receipts
* Managing completed receipts
* Fixing errors in the data

## Related

- [Finance](/finance.md)