Congratulations! You have added the Finance Package!
Follow these steps to get started:
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Set up all your finance defaults in Administration. For infomration on this, see Finance Settings.
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Account codes and tools in infoodle will help make your finance recording more efficient. To set these up, see Adding account codes.
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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.
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Familiarise yourself with the Steps to Entering Data
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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.
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.