I am looking for someone who is able to provide me with advice on how to best reconcile transactions in Xero (online accounting system).
- We run a small physiotherapy clinic and all our patient details including invoices and payments are entered into a practice management system called Cliniko.
- The payments that come through our bank account are then synced into Xero
- I then need to reconcile these payments in Xero to ensure that all cash has been collected.
I am not sure if I am using the system efficiently at this stage and would like to explore it further.
A high level overview of how the system works with tips and tricks on how to maximise it for efficiency is what I am looking for someone to run through with me.
22 freelanceria on tarjonnut keskimäärin %project_bid_stats_avg_sub_26% %project_currencyDetails_sign_sub_27% tähän työhön
Greetings! I am a Chartered accountant with Partner Adviser certification from Xero. I am keen to help you with the requirements. Look forward to hear from you. Thanks, RRC
I am a xero certified Advisor, i can do data entry to show your current profit and loss as well as your balance sheet. can do bank reconcilliation as well through xero.
Hello there, I am an advanced user of Xero and I will able to advise you on the best way to deal with your cash reconciliation and transactions. I look forward to hearing from you. Regards Chancel