---
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
canonical: "help.infoodle.com/video-finance-year-end-receipting-reporting-workshop"
---

> ## 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

<div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/936450974?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write" allowfullscreen  style="position:absolute;top:0;left:0;width:100%;height:100%;" title="2024 Year End Receipting &amp; Reporting Workshop"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script>

### 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)