This course is for new and existing partners to learn how to populate and optimise a Cashbook with data to ensure the file is setup correctly for end of financial year tasks. Topics covered include: using a master chart of accounts, populate conversion/comparative balances, set up of fixed assets, bank accounts and contacts etc. You can find the checklist for this course here .
- What can you do with a Cashbook in Xero?
- Getting ready for compliance when using a Xero Cashbook
- Other features for a Xero Cashbook
- End of Financial Year
- Fixed assets
- Chart of accounts