The complete course, step by step
From first login to profit reports — no accounting background needed; every episode teaches one practical skill with a real example.
Where should you start? It depends on your role
Not everyone needs to watch everything. Open your role to see only the episodes your job actually needs.
Teller & cashier 6 episodes · about 33 min The customer is in front of you: rates, cash buying and selling, payments, cheques and WhatsApp receipts.
Accountant 10 episodes · about 49 min The books must balance: opening balances, entries, expenses, revaluation, period close and reports.
- Settings, currencies and your first users 6:50
- Opening balances from the old ledger 4:19
- Buying and selling currency: one trade, form to voucher 7:38
- Transfers, receipts and payments 5:30
- Expenses, group documents and manual entries 5:42
- FX revaluation and closing the period 3:58
- The map of reports and exports 3:04
- The customer statement and the customer portal 4:07
- Where is the money? Treasury, position, day summary 3:52
- Tasks and document review 3:44
Dealer 7 episodes · about 42 min Position and profit: rates, trades, commitments, rial routing and crypto.
- The rate board and its guards 4:02
- Buying and selling currency: one trade, form to voucher 7:38
- Where trade profit comes from 8:11
- Payment commitments and deposit requests 6:09
- Rial routing and payment readiness 5:20
- Crypto and Tether, from wallet to voucher 6:53
- Where is the profit? The Profit and Loss report 3:53
Exchange manager 9 episodes · about 35 min Control without the detail: the four key reports, permissions, payroll, backups and the health checklist.
- The map of reports and exports 3:04
- Where is the money? Treasury, position, day summary 3:52
- Who owes you? Debtors, aging and work in progress 3:21
- Where is the profit? The Profit and Loss report 3:53
- Users, permissions and two-step sign-in 4:32
- Payroll, commission and partner profit sharing 4:42
- Backup, restore and Nexto support 4:10
- Nexto services and plans 4:46
- The exchange health checklist 3:05
Chapter 1 Before you touch anything
What Nexto is, and the map of this course
What Nexto is and what it deliberately is not, how the seven chapters of this course fit together, and which episode you should start from.
The four basics of exchange office accounting
Account, voucher, debit and credit, currency, and the balancing rule - the four words the whole of Nexto is built from, explained without bookkeeping jargon.
A tour of the Nexto interface
The menu, Ctrl+K, the dashboard, tables and forms in Nexto, plus the two guards that stop mistakes - learn the interface once and every page feels familiar.
Chapter 2 Day one: setup
Settings, currencies and your first users
Day one in Nexto: choose the reference currency and the Iranian unit, keep the guards on, set each currency's rate mode, and add one user per colleague.
The rate board and its guards
The Nexto rate board sets the buy, sell and mid rates every trade profit is measured against, plus automatic rates and the three guards that catch a wrong rate.
Opening balances from the old ledger
Move balances from your old ledger into Nexto: record each one as debit or credit, run the overall revaluation, and lock opening mode once it reconciles.
Customers and accounts: categories, limits and groups
How to create a customer in Nexto, pick the right account category, add names in other scripts, set a credit limit, and deactivate instead of deleting.
Chapter 3 Daily exchange work
Buying and selling currency: one trade, form to voucher
How to record a currency trade in Nexto step by step, read the voucher it creates, and correct it afterwards by editing in place or by reversal.
Cash trades, the till and cashier orders
How to record a cash trade against your till in Nexto, when to write a cashier order instead, and how Execute turns that order into a voucher and a receipt.
Where trade profit comes from
Edge vs board is not profit. How Nexto computes real trade profit from your weighted purchase average, plus the deal form and the three anchor methods.
Transfers, receipts and payments
How to record a transfer in Nexto: payer and payee, the fee, the tracking code, and why awaiting collection and a pending voucher are never the same tick.
Payment commitments and deposit requests
How to record a payment commitment in Nexto, pay it off in parts until the balance is zero, and register a deposit request with the customer IBAN behind it.
Rial routing and payment readiness
How rial routing works in Nexto - read the routing list and free capacity, record a payment readiness, allocate a deposit request and settle it with parts.
Cheques, the ordinary route and the Sayad route
How to handle cheques in Nexto - register one, move it through cleared, bounced or endorsed, and run the five stages of the Sayad route with follow-ups.
Chapter 4 Crypto & closing the period
Crypto and Tether, from wallet to voucher
How Nexto treats Tether as an ordinary currency, records an on-chain transaction from its hash, AML-checks the counterparty's address, and reconciles your crypto wallet against the blockchain.
Expenses, group documents and manual entries
How to record office costs in Nexto with the expense form, pay several accounts at once with a group document, and use the compound manual entry safely.
FX revaluation and closing the period
How FX revaluation in Nexto converts foreign-currency income and expense to your reference currency at today's mid rate, and how to close a fiscal period.
Chapter 5 WhatsApp & automation
WhatsApp groups, templates and the send queue
How to connect WhatsApp to Nexto, set each customer's group or number, write templates once, send from inside a page and track every message sent.
The smart inbox — from a WhatsApp receipt to a voucher
The Nexto smart inbox reads every message in every WhatsApp group, understands receipts and trade texts, and prepares a draft voucher; the decision and the posting stay with you.
The AI assistant and how to ask it
How the Nexto AI assistant answers questions from your own data and help, why it only reads, how it respects permissions, and how to reach it from WhatsApp.
Chapter 6 Reports: four questions answered
The map of reports and exports
How reports work in Nexto: start from the question, use server-side filters and range shortcuts, save My default, and export to Excel or PDF.
The customer statement and the customer portal
How to read a customer statement in Nexto, filter it by currency and date, reconcile a disputed row in colour, and share it by WhatsApp, Excel, PDF or portal.
Where is the money? Treasury, position, day summary
How to see where your money is in Nexto: the treasury report, the cash box daybook, the currency position with unrealized profit, and the day summary.
Who owes you? Debtors, aging and work in progress
How to see who owes your exchange office money in Nexto: the debtors and creditors report, the aging buckets, and the work in progress list.
Where is the profit? The Profit and Loss report
How Nexto builds net profit from three sources and two deductions, and how to read the Profit and Loss report, the side reports and the profit permission.
Chapter 7 Team & running the exchange
Users, permissions and two-step sign-in
How to give every colleague their own Nexto user, tune the permission matrix, protect profit and payroll, switch on two-step sign-in and deactivate a leaver.
Payroll, commission and partner profit sharing
How to run payroll in Nexto: one profile per employee, a monthly period with automatic commission, payslips and vouchers, plus partner profit sharing.
Tasks and document review
How to use tasks and document review in Nexto: assign a job to several colleagues, comment on it, and check every voucher as Reviewed or Has an issue.
Backup, restore and Nexto support
How Nexto backs up an exchange office every night, how to take a manual backup, what a restore costs you, and how to read the activity log.
Nexto services and plans
What Nexto cloud services do - bank, IBAN and identity inquiries, receipt reading, Tron energy and the crypto address AML check - how they are billed, and how the three plans differ.
The exchange health checklist
The daily, weekly and monthly checks that keep an exchange office healthy in Nexto: rates, inbox, cash, positions, aging, revaluation and closing.
Nothing found.
Practice along with the videos
A complete, private instance of Nexto with sample data — in two minutes.