VIDEO: Finance - Full Training
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VIDEO: Finance - Full Training
- 1 Minute to read
- Print
- DarkLight
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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
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