Contents x
    Getting Started
    • 1 Minute to read
    • Print
    • Dark
      Light
    Contents

    Getting Started

    • 1 Minute to read
    • Print
    • Dark
      Light
    Article Summary

    Congratulations! You have added the Finance Package!

    Follow these steps to get started:

    1. Set up all your finance defaults in Administration. For infomration on this, see Finance Settings.

    2. Account codes and tools in infoodle will help make your finance recording more efficient. To set these up, see Adding account codes.

    3. If you are using Xero then you will need to connect to Xero. For information on how to do this, see How to connect to Xero.

    4. Familiarise yourself with the Steps to Entering Data

    5. Sign up for our free online Finance Training if you haven't already done so. For the training schedule, see the options of the infoodle website - infoodle Training.

    Note:

    If you are busy with year end receipting, some checks to make sure infoodle is all set up and ready to go are here - see Year End Checklist.

    Was this article helpful?
    What's Next