VIDEO: Finance - Year End Receipting & Reporting Workshop

Topics Covered

• 00:00 Introduction
• 01:24 Administration settings, Giving Numbers Xero and Xero Schedule
• 06:24 Forms with finance settings
• 09:52 Reconcile Transactions
• 17:55 Analysis Reports
  • 18:28 Summary Graph
  • 20:30 Audit Trail
• 23:32 Custom People Reports with Finance Criteria
• 29:28 Finance and Quick Download of Xero Transactions
• 32:16 Giving Numbers and Receipts
• 35:43 Joint Receipting Requirements
• 38:41 Receipt Filters
• 42:29 Receipt Templates - Intro
• 43:13 Receipt Designs
• 46:23 Receipt Template
• 47:30 Receipt Templates - Details
• 53:35 Previewing Receipts
• 55:31 Further Receipt Customisations
• 57:46 Issuing Receipts via Email
• 1:03:19 Sending Receipts - Email or Printing
• 1:10:17 Printed Receipts - Viewing, Searching and Status
• 1:15:00 Re-issuing Receipt and Pre-editing Individual Receipts