---
title: "Steps to Entering Data"
slug: "entering-data"
description: "Steps to enter finance transactions in infoodle, with or without Xero: create a batch, add or import transactions, reconcile, close and bank it, then receipt."
updated: 2026-10-14T21:52:16Z
published: 2026-10-14T21:52:16Z
canonical: "help.infoodle.com/entering-data"
stale: true
---

> ## 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.

# Steps to Entering Data

Once you have completed [Adding Account Codes](/v1/docs/adding-account-codes) with all the codes and/or templates that you require for finance, you are able to commence entering transactions.

Select **Finance** on the Navigation Menu to reveal the choices you have regarding managing finances.

The order of processing is expected to be as follows:

## If you use Xero:

1. *infoodle* will create a batch and import transactions for you according to the [Xero Schedule](/v1/docs/xero-schedule-1)
2. [Reconciling Transactions](/v1/docs/reconciling-transactions)
3. [Generating Receipts](/v1/docs/generating-receipts)

## If you do not use Xero:

1. [Adding a Batch](/v1/docs/adding-a-batch)
2. Add transactions into the batch:

You can use any of the above methods as many times as required in any sequence in order to build up a list of transactions that makes the batch. Therefore, the batch can have any meaning that is most useful to you, be it donations from a specific event, or the week's transactions etc.
  - [Adding Individual Transactions,](/v1/docs/adding-individual-transactions)
  - [Adding a Collection of Transactions,](/v1/docs/adding-a-collection-of-transactions)
  - [Adding Bulk Transactions](/v1/docs/adding-bulk-transactions) or
  - [Bank Statement Import](/v1/docs/bank-statement-import)
3. If you have imported a statement, [**Reconciling Transactions.**](/v1/docs/reconciling-transactions)
4. Close the batch and if desired, run [**Batch Reports.**](/v1/docs/batch-reports)
5. When ready, bank the batch.
6. Finally, [Generate Receipts.](/v1/docs/generating-receipts)

## Related

- [Finance](/finance.md)
- [Finance Terms](/finance-terms.md)