“How to” for Xero

By 15/06/2020 No Comments

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


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

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