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Finance & accounting

Britixo: Accounting, Banking, Transactions and Settings | Live Feature Overview

6:58 · Official YouTube tutorial ·

Updated automatically from our official channel.

Explore accounting, banking, transactions and settings in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules.

Video chapters

  1. 0:00Default trial: Accounting
  2. 3:30Banking feed options
  3. 4:44Accounting configuration
  4. 6:42Continue with the written guide
Read the video description

Explore accounting, banking, transactions and settings in Britixo. This focused feature overview shows the available menus and controls in the recorded workspace. Recorded in a workspace using the default 14-day trial modules. MATCHING WRITTEN GUIDE https://britixo.com/help-centre/accounting-bookkeeping-overview/#britixo-live-012 IN THIS VIDEO • Accounting — Dashboard • Accounting — Banking • Accounting — Transactions • Accounting — Registers • Accounting — Bills • Accounting — Checks • Accounting — Journal Entry • Accounting — Transfer • Accounting — Chart of Accounts • Accounting — Reconcile • Accounting — Budget • Accounting — Vendors CHAPTERS 00:00 Default trial: Accounting 03:30 Banking feed options 04:44 Accounting configuration 06:42 Continue with the written guide Fictional demonstration records are used. Draft documents are unsent and no real payment or provider connection is implied. Passwords, verification codes and external authorisation stay private. Available features depend on your plan, enabled modules, permissions and connected services. Genuine application footage with a UK English voiceover. OFFICIAL GUIDES AND RESOURCES Official Britixo website https://britixo.com/ Help Centre https://britixo.com/help-centre/ Detailed overview and full walkthrough https://britixo.com/help-centre/britixo-crm-workspace-overview/ Roles, permissions and team access https://britixo.com/help-centre/understand-roles-permissions-and-visible-menus/ Verify the Accounting & Bookkeeping dependency https://britixo.com/help-centre/verify-mtd-accounting-module-dependency/ Use posted bank transactions and the banking register https://britixo.com/help-centre/use-posted-bank-transactions-and-the-banking-register/ Banking workspace overview https://britixo.com/help-centre/banking-workspace-overview/ Create banking rules https://britixo.com/help-centre/create-banking-rules/ Product support and enquiries https://britixo.com/contact/ RELATED VIDEOS https://www.youtube.com/playlist?list=PLDBApRrSVPYA Complete detailed walkthrough https://www.youtube.com/watch?v=LNR0k3wN_yQ #Britixo #AccountingSoftware #Invoicing #BusinessFinance #BusinessSoftware #SmallBusinessUK #CRMSoftware

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