---
title: "Steps to Entering Data"
slug: "entering-data"
updated: 2023-05-31T21:21:50Z
published: 2023-05-31T21:21:50Z
stale: true
---

> ## 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.

# Steps to Entering Data

Once you have completed  [Adding Account Codes](/v1/docs/adding-account-codes) with all the codes and or templates that you require for finance, you are able to commence entering transactions.

Select **Finance** on the Navigation Menu to reveal the choices you have regarding managing finances.

The order of processing is expected to be as follows:

## If you use Xero:

1. *infoodle* will create a batch and import transactions for you according to the [Xero Schedule](/v1/docs/xero-schedule-1)

2. [Reconciling Transactions](/v1/docs/reconciling-transactions)
3. [Generating Receipts](/v1/docs/generating-receipts)

## If you do not use Xero:

1. [Adding a Batch ](/v1/docs/adding-a-batch)

2.  Add transactions into the batch:
    - [Adding Individual Transactions,](/v1/docs/adding-individual-transactions)
    - [Adding a Collection of Transactions,](/v1/docs/adding-a-collection-of-transactions)
    - [Adding Bulk Transactions](/v1/docs/adding-bulk-transactions) or
    - [Bank Statement Import](/v1/docs/bank-statement-import)
    
    <br>
    You can use any of the above methods as many times as required in any sequence in order to build up a list of transactions that makes the batch. Therefore, the batch can have any meaning that is most useful to you, be it donations from a specific event, or the weeks transactions etc.
<br>
3. If you have imported a statement, [**Reconciling Transactions.**](/v1/docs/reconciling-transactions) 
4. Close the batch and if desired, run [**Batch Reports.**](/v1/docs/batch-reports)
6. When ready, bank the batch.
7. Finally, [Generate Receipts.](/v1/docs/generating-receipts)

## Related

- [Finance](/finance.md)
- [Finance Terms](/finance-terms.md)