---
title: "VIDEO: Finance - Year End Receipting & Reporting Workshop"
slug: "video-finance-year-end-receipting-reporting-workshop"
updated: 2024-04-19T05:33:08Z
published: 2024-04-19T05:33:08Z
---

> ## 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.

# VIDEO: Finance - Year End Receipting & Reporting Workshop

[2024 Year End Receipting & Reporting Workshop](https://player.vimeo.com/video/936450974?badge=0&autopause=0&player_id=0&app_id=58479)

### 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

## Related

- [Finance](/finance.md)
- [Receipts](/receipts.md)
- [Receipt Template Examples](/receipt-template-examples.md)
- [Adding a Receipt or Statement Template](/adding-a-receipt-or-statement-template.md)
- [Generating Receipts](/generating-receipts.md)
- [Emailing a Receipt](/emailing-receipts.md)
- [Printed Receipts](/printed-receipt.md)
- [Combining Receipts](/combining-receipts.md)
- [Deleting a Receipt](/deleting-a-receipt.md)
- [Issuing Joint Receipts](/issuing-joint-receipts.md)