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Carrying out everyday tasks

Self-paced learning
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Learning objectives

  • How to find the Bank Reconciliation screen and reconcile matched/unmatched transactions
  • Review Bank Rules
  • Create and send a Sales Invoice and Credit Note
  • Add and attach files to Invoices
  • Create Bills and enter payment against a Bill

Course outline

    • Understand how to complete common bookkeeping tasks in Xero. We'll show you how to reconcile matched and unmatched Bank transactions, enter sales invoices, purchase bills and credit notes.

Topics covered

  • Bank
  • Invoicing

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