Bookkeeping Automation for Small Businesses هذه الدورة تدرس باللغة الإنجليزية

تفاصيل الدورة

• Multiple downloadable PowerPoints providing the best bookkeeping secrets
• Step-by-step guide to moving your accounts and best utilising… Receipt Bank and KashFlow
• Detailed troubleshooting guides for common problems encountered during outsourcing… 

Do you find bookkeeping a difficult distraction that takes valuable time away from your work or free time? This bookkeeping automation course will enable you to automate and outsource all those frustrating bookkeeping tasks enabling you to spend as much, or as little, time bookkeeping as you desire.

Your step-by-step guide to outsourcing your bookkeeping will be Aliz Bodo the founder and owner of Wise Bookkeeping Ltd, an innovative company that uses cloud based technology to make bookkeeping user friendly and stress-free. Aliz will show you how by utilising innovative online tools such as Receipt Bank and KashFlow, you will be able to transform your method of bookkeeping by outsourcing it to make it simpler, easier, and less time consuming.

It is time for you to take the stress and time out of bookkeeping today. Take this course to change the way you manage your bookkeeping for the better, and to remove the frustration from this essential business task.

• Intro
• Say hi to your fellow students!
• Share your new course with your friends!
• Introduction
• Bookkeeping Automation Course Manual

• P1.2 Logging into Receipt Bank
• Slides - Receipt Bank
• P1.2 Setting Up Receipt Bank as a Forwarding Address
• Slides - From email to Receipt Bank
• P1.2 Setting up Receipt Bank as a Forwarding Address Part 2
• P1.2 Uploading
• P1.3 Checking Original Against Receipt Bank
• P1.4 Checking Receipt Bank Against KashFlow
• P1.4 KashFlow Recap Categories
• P1.4 Autosync
• P1.4 Departmental Reporting 1
• P1.4 Departmental Reporting 2

• I1.1 Customers in KashFlow
• I1.1 Create a New Customer in KashFlow
• I1.1 Customer Screen Sorting
• I1.1 Customer Search
• I1.1 Importing Customers to KashFlow via CSV Bulk Function
• I1.2 Invoices in KashFlow
• I1.2 Invoices Import by CSV - Part 1
• I1.2 Invoices Import by CSV - Part 2
• I1.3 Invoices and Customers
• I1.3 Footer Notes Invoices

• B1.2 Importing and Matching Bank Statement Lines
• B1.1 Bank Feeds and Importing Bank Statement
• B1.3 Importing & ‘Matching’ Bank Statement Lines

• P2.1 The 9998 'Other Report'
• P2.2 Unallocated Supplier Payments - USP
• P2.2 Unallocated Supplier Payments - USP Printable
• P2.3 AC Weekly
• P2.4 AC Printable - AC Printable
• P2.4 AC Printable - AC USP Printable

• I2.1 Other Reports for Invoices
• I2.1 Printable Documents
• I2.1 Troubleshooting: Wrong Date
• I2.1Troubleshooting: Incorrect Customer Reference
• I2.1Troubleshooting: Unmatching Value
• I2.1Troubleshooting: All Details Completely Incorrect
• I2.1 Aged Debtors Printable
• I2.1 Aged Debtors Report on KashFlow
• 12.2 Unallocated Customer Payments - Slides
• I2.2 Unallocated Customer Payments
• I2.3 Aged Debtors Report
• I2.3 Bank Lines on the 9998 Report
• I2.3 9998 Printable

• B2.1 Bank Statements Weekly
• B2.1 Transfers
• B2.1… Lost Receipt… 
• B2.1 Direct to Nominal Interest Insurance
• B2.1 Cash Deposited and Witheld
• B2.1 Dealing with non-business expenditure that has been paid for by business
• B2.2 Balancing Personal, Cheque, Cash utility accounts on KashFlow
• B2.2 Balancing your personal and drawings account
• B2.2 Cheque Account
• B2.2… Cash Account

• P3.2 Running the Profit and Loss
• P3.1 Other for Bank Lines & Assigning ‘Direct to Nominal Code
• P3.2 Drillable Profit & Loss Report and Balance Sheet 1
• P3.2 Drillable Profit & Loss Report and Balance Sheet 2
• P3.2 Drilling Through the Report
• P3.2 Amending Report Lines

• I3.1 Income Reports
• I3.1 Customer Notes
• I3.2 Archiving a Customer
• I3.1 Projects and Departments in KashFlow
• I3.1 Sources in Cashflow
• I3.1 Default Sales Codes
• I3.2 Invoices & Customers: Drillable Profit and Loss Report
• I3.1 List of Income Reports
• I3.3 Monthly Profit & Loss + Departmental Reporting

• B3.1 Trial Balance
• B3.2 Balance Sheet
• B3.3 Audit Trial