Back to your search

Creating transactions while reconciling

Self-paced learning
Launch course

2 Advisor credits

Free

10 MINUTES

Learning objectives

  • How to setup a Petty Cash account, transfer money to, and manually reconcile this account
  • create a Bank Rule, order Bank Rules and reconcile Bank Rules
  • use Cash Coding

Course outline

    In this course, we'll show you how to create and manually reconcile a Petty Cash account, including using the transfer feature within the Bank Reconciliation. We'll also go more in depth with Bank Rules and how to reconcile using Cash Coding.

    Note: This is part of initial Xero Certification as Elective course or can be taken as part of maintaining Xero Certification.

    Download the Quick reference guide for the course.

Topics covered

  • Bank

More courses you might be interested in

40 Payroll CREDITS

Xero Payroll Certification (self paced)

The Xero Payroll Certification will take you through the set up of Xero Payroll for your clients and will show you how easy it is to use Xero Payroll for regular tasks such as running a payrun and approving leave and timesheets. View course

Self-paced learning - 2 HOURS 30 MINUTES

Still not what you're looking for?