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08 9245 0666

Business Management
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Payroll & HR 
1300 729 329

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HandiLedger Bank Feeds Video

Course Outline

Setting up BankFeeds including: 
  • new accounts
  • authority forms

Processing transactions including:
  • allocate an account code
  • set up a search term
  • split a transaction
  • tag and email lines to client
  • post transactions
  • Maintenance of search terms
  • Reports



Video Course

Price: Complimentary