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Daily Takings - The Detailed Way

Self-paced learning
Launch course

2 Advisor credits


Learning objectives

  • Learn how to use Xero in a detailed retail environment.
  • Learn how to reconcile EFTPOS deposits and Cash expenses.

Course outline

    • Introduction to case study
    • How to gather daily takings information
    • Add invoice to record transactions
    • Using tracking categories to add information
    • How to apply payments
    • Reconcile transactions
    • Deal with credit card fee adjustments
    • Conclusion

Topics covered

  • Bank
  • Invoicing

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