Contents x
    VIDEO: Finance - Full Training
    • 1 Minute to read
    • Print
    • Dark
      Light
    Contents

    VIDEO: Finance - Full Training

    • 1 Minute to read
    • Print
    • Dark
      Light
    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
    Was this article helpful?
    What's Next