Topic outline

  • General

    All set up and ready to learn how it all works? Got a new team member who needs to learn the ropes? Just need a refresher? Then this Pathway is for you.

    Learn how to create quotes, orders and invoices, make adjustments, keep track of your bills, pay suppliers, do your banking, reconcile, and more.

    What's covered?

    • Create an invoice
    • Receive payments
    • Adjustment notes
    • Process purchases
    • Pay bills
    • Prepare electronic payments
    • Spend money
    • Receive money
    • Prepare bank deposits
    • Bank reconciliations
    • Reconcile smarter with bank feeds
    • Get the most out of AccountRight