Course curriculum
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1
Welcome to Module 2
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2
1. BEGINNING RECONCILIATION
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3
2. SPEND
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4
3. RECEIVE
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5
4. INVENTORY MGMT
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6
5. ADVANCED RECONCILIATION
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7
6. FIND & RECODE
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SNAPSHOT - MODULE 2, THE TRANSACTIONS -
2.1.1 Bank Rules and Cash Coding Bank Rules + Cash Coding 2.1.2 Create, Match, and Transfer 2.1.3 Credit Card Payments Transfers Discuss Tab 2.1.4 PayPal 3 Way Match PayPal 3 Way Match -
Snapshot 2.2 Snapshot Outflows of Money in Xero Terms Ways to Spend 2.2.1 Spend Money 2.2.1 Where to Spend Money 2.2.2 Spend Money vs Bills 2.2.3 Bills: Purchase Orders 2.2.3 Note 2.2.4 Bills 2.2.5 Billable Expenses 2.2.5 Billable Expenses 2.2.6 Expense Claims 2.2.7 Refunds from Vendors 2.2.8 Account for Refunded Expenses 2.2.9 Items on Memo Contacts Quick TIP -
2.3 Snapshot 2.3.1 Add Receive Money 2.3.2 Add Invoice TIP: Draft vs Approved Invoices 2.3.3 Email Customers and Get Paid 2.3.4 Quotes 2.3.4 Quotes Sample Quote 2.3.5 Discounts on Invoices Discounts per Contact Consignments PrePayments on Invoices Prepayments Down Payments Credits to Customers Batch Deposits Giveaways -
2.4.1 Adding Inventory in Transactions 2.4.2 Inventory Movement -
Apply Credit to Invoice for Deposit Match Matching: Squarespace Invoices Bank Rules for Recurring Amounts Bank Rules for Fixed Amounts Account Transactions Merchant Fees Owner's Equity/Draw/Investment Duplicates PayPal Petty Cash / Cash Box Cash Drawer Transfers Matching: Etsy Invoices -
Change Accounts and More in Bulk Find and Recode Account or Tax Rate Sales Tax Search Options Recode Tax Rate or Sales Account on Shopify Invoices
The Transactions Module
You can buy this module by itself...
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$497.00