Xero Banking

This Xero Banking Course is aimed at users who would like to be able to efficiently manage their bank accounts, credit cards, any PayPal accounts and to reconcile all of the bank accounts.  Again great time savings tips will benefit you.

  • Banking Overview – Dashboard
  • Bank Accounts – Dashboard
  • Available Bank Feeds
  • Setting Up your Bank Feeds
  • Importing a Bank Statement
  • The Reconcile Screen
  • Automatic Matches
  • How to Find a Match
  • Creating a Spend Money Entry
  • Creating a Money Transfer
  • Entering Notes in Reconciliation
  • The Bank Statements Screen
  • The Account Transactions Screen
  • Direct Payments
  • Handling Overpayments
  • Handling Prepayments
  • Making Direct Payments
  • Handling Overpayments
  • Handling Prepayments
  • Learn About Transferring Money Between Your Accounts
  • Spend Money
  • Receive Money
  • Adding Conditions to your Rule
  • Allocating Values to your Rule
  • The Bank Reconciliation Summary
  • The Bank Summary
  • The Cash Summary

ASK US HOW TO GET STARTED