COHO Finances & XERO Webinar
Автор: COHO
Загружено: 2025-03-28
Просмотров: 496
Описание:
In this webinar you will learn about the Finances panel and integration with XERO.
TIMESTAMPS
00:00 Intro
00:01 Adding Property Ownership Information
03:37 Adding a Tenancy
05:21 Reconciling a payment & confirming the disbursement items are created
06:58 Creating our first settlement statement
12:31 Approving a draft & publishing it
16:00 Repeating financial items (charge to property owner)
21:34 Finding financial items
25:11 Configuring a XERO synchronisation
27:52 XERO - Connect the XERO integration
30:27 XERO - Mapping chart of accounts
35:11 XERO - Mapping tax rates
35:49 XERO - Mapping tracking categories
36:39 XERO - Mapping contacts
37:43 XERO - Synchronise Tenancy
44:21 XERO - Synchronise Supplier charges
49:05 XERO - Synchronise Property Owner
54:22 XERO - Solving synchronisation errors
Go to - https://coho.life/management/test-drive
COHO Product Guide - https://support.coho.life/portal/en/k...
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