Paths

Bigger jobs, broken into steps. Each path links the guides you need, in the order you need them.

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Review funds, accounts and mappings before recording your first gift.

Invite people, review their access and connect your accounting firm.

Bring your accounts, contacts and opening numbers across in order.

Prepare Xero exports and check your opening numbers.

Prepare separate CSV lists and supported opening records from your own files.

Create an invoice, send it and record the customer's payment.

Review bank activity and compare it with a statement.

Reconcile, review the checklist and close the fiscal period.

Review periods, use your edition's year-end close and check the result.

Set up vendor information, create drafts and review each form.

Create a grant, review its classification and follow its activity and reports.