Module 2. Reconciling in Xero
36 Bridge St, Napier, Hawke's Bay / Gisborne
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- Additional fees may apply
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In this hands-on limited number workshop, you will gain the knowledge you need, and learn all the tips & tricks to excel at reconciling your transactions in Xero.
Join Leaine from Jones Business Solutions, an award-winning, passionate and experienced bookkeeper and learn how tasks can be completed more efficiently with Xero to free up your time.
What will we cover:
- Xero reconciling overview
- ‘How to’ with Spend and Receive money transactions
- ‘How to’ with split transactions, attaching receipts, items
- Setting up, using and managing Bank Rules
- Searching and editing reconciled transactions
- ‘How to’ with overpayments and refunds
- Matching to invoices and bills
- Bank reconciliation checks
Learning Outcomes:
- Understand and utilise Best Practice when reconciling in Xero
- Confidently set up and use Bank Rules
- How to find and amend reconciled transactions
- Able to attach receipts and documents onto transactions
- Able to apply overpayments and create refunds
- Month end bank reconciliation know how
Special Discount:
Register for Module 1 - Getting started with Xero & Module 2, for a discounted price. You will get both modules for only $10.00 +GST for Hub Club Members or $20.00 +GST for GA. Use the special link to receive this discount!
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