Getting started with Finance

Congratulations you have added the Finance Module and are ready to get started.

Follow these steps to get started:

  1. Setup all your finance defaults in Administration. Click here for more information.
  2. Setup the codes and tools in infoodle that will help make your finance recording more efficient.
  3. If you are using Xero then you will need to connect to Xero. Click here for more information.
  4. Familiarise yourself with the Steps to entering data in infoodle.
  5. Sign up for our free online Finance Training if you haven't already done so. Click here for the training schedule.

Note: If you are busy with year end receipting then click here for some checks to do to make sure Infoodle is all setup and ready to go.