Getting started with Finance
Congratulations you have added the Finance Module and are ready to get started.
Follow these steps to get started:
- Setup all your finance defaults in Administration. Click here for more information.
- Setup the codes and tools in infoodle that will help make your finance recording more efficient.
- If you are using Xero then you will need to connect to Xero. Click here for more information.
- Familiarise yourself with the Steps to entering data in infoodle.
- 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.