Xero – how to manually load bank transactions and begin to reconcile
This video tutorial shows you how to setup your clients bank accounts quickly and easily using our templates.
Xero – Loading a clients budget into their Xero account
There are a few ways to do this…our guide show you the quickest way.
Virtual – Bank Account Setup
In this video, we show you the best way to collect your clients bank account information, to ensure the Xero bank account setup is […]
Virtual – the best way to set up a client budget
In this video, Chris Williams our Virtual Relationship Manager, shows you the best way to get your clients to fill out the YSC Virtual […]