1 October 2016

Xero – how to manually load bank transactions and begin to reconcile

1 October 2016,
 Off

This video tutorial shows you how to setup your clients bank accounts quickly and easily using our templates.


1 October 2016

Xero – Loading a clients budget into their Xero account

1 October 2016,
 Off

There are a few ways to do this…our guide show you the quickest way.


1 October 2016

Virtual – Bank Account Setup

1 October 2016,
 Off

In this video, we show you the best way to collect your clients bank account information, to ensure the Xero bank account setup is […]


15 July 2013

Virtual – the best way to set up a client budget

15 July 2013,
 0

In this video, Chris Williams our Virtual Relationship Manager, shows you the best way to get your clients to fill out the YSC Virtual […]