Reconciling transactions
Reconciling transactions and payments between Xero and your bank account, cash coding, bank rules
Bank accounts & feeds
Getting bank data into Xero, bank feeds, bank accounts in Xero, recording payments and transactions
Payroll & employees
Paying employees and tax, timesheets, superannuation/pensions, leave, employee access, payroll reports
Invoices & quotes
Invoicing and quoting for work, customising invoices, managing payments, reporting on sales
Bills, purchase orders & expenses
Creating and managing bills, purchase orders, expense claims, managing your payments, purchase reports
Reporting & tracking
Generating standard and custom reports, tracking financial basics for an organisation, dashboards
Project management
Managing projects with Xero Projects or Practice Manager, project invoicing, project reporting
Practice management
Setting up Xero HQ and Practice Manager, managing staff, Xero certification
Inventory
Setting up inventory, updating and converting inventory items, inventory reports
Accounting tasks
Budgets, journals, chart of accounts, recoding, conversion balances, assurance dashboard, multicurrency
Contacts, clients & communication
Managing contacts, clients and communication in Xero, Practice Manager and Xero HQ
Giving people access to Xero
Managing roles and permissions for users in your Xero organisation
Tax & filing
Preparing & filing tax returns, tax reports, managing tax in Practice Manager, Xero Tax, Workpapers
Your Xero account
Managing your Xero subscription, billing, user profiles and organisations
Importing & exporting data
Converting to Xero from another product, importing or exporting from Xero or Practice Manager, files
Support, security & updates
Support, security, privacy, system requirements, demo organisations, shortcuts, Xero product updates
Connected apps & services
Connected apps and payment services for Xero, Practice Manager and Xero HQ
Fixed assets
Setting up and managing fixed assets, tax depreciation and pooling, fixed asset reports
Manage documents with Hubdoc
Managing documents, connecting with suppliers, integrating with Xero and other products
Business continuity
Managing cash flow, running your business remotely, connecting and communicating virtually, managing your team and customers
