Finance

The Finance Package is an infoodle add-on that provides all the functions suitable for your organisation to coordinate and perform certain financial activities, such as issuing tax receipts, batch processing and reconciling transactions. Only those ...

Congratulations! You have added the Finance Package! Follow these steps to get started: Set up all your finance defaults in Administration . For infomration on this, see Finance Settings. Account codes and tools in infoodle will ...

infoodle uses a number of terms to facilitate its workings. The intention is to use commonly used terms, but also try and make them generic to different type of organisations. Below is a table of the key terms. infoodle Definitions & Terminolog...

Once you have completed 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 mana...

infoodle does not have a year end process in the same way that an accounting system does. It does have a setting in the Administration / System / Finance area to set when your financial year starts, but this is purely so that you can filter transa...

When infoodle imports transactions from Xero, there is the possibility to tell infoodle which transactions you wish to reconcile without any further input from the user. This process is called Auto reconcile and is controlled by you. The steps a...

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, print...

Topics Covered Making sure our settings are all correct Creating Email Templates for easy receipting Creating Finance Templates for your Receipts Personalising your Receipts Sending the Receipts Making Amendments to Receipts And...

Click Finance on the Navigation Menu. Click Receipts . (You will need permission in your role to access this). Click Maintain Templates . Choose Receipt template or Statement template . Note For more ...