VIDEO: Finance - Full Training
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VIDEO: Finance - Full Training

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Article summary

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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