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

> ## 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

[2024 Finance](https://player.vimeo.com/video/988215697?badge=0&autopause=0&player_id=0&app_id=58479)

### 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)