Training

We not only offer one-on-one training, but are happy to provide a training workshop for your whole team – either at our premises, your premises or via Zoom. 

Our training consists of: 

  • How to manually import bank statements 

  • Transfer/Eftpos/Cash Clearing Accounts (if required) 

  • Entering sales and receiving payments 

  • Explanation of what “purchases” and how to enter them

  • Accounting for “spend money” transactions 

  • Accounting for “receive money” transactions  

  • Overpayments/underpayments and credit notes 

  • How to find and correct transactions 

  • How to manage petty cash 

  • How to reconcile your account from the dashboard 

  • How to reconcile your account formally and publish a report 

  • Reporting options and how to read your financial reports 

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