Xero How To Tutorials

 

If you would like expert help and support to get the most out of your Xero subscription then speak to us today.  As Xero Gold Partners we know Xero like the back of our hand.  Not only can we provide you with advice and support to ensure you are using it to it’s full potential,  we can also advise you on Xero Add-ons that can save you even more time and money  and make running your business even easier!

 

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Xero Set Up

 

How to use bank rules in Xero to automate your bank reconciliation

Categorize Customer Base Using Smart Lists

Updating your subscription payment details

Set up Paypal

How to set up a business credit card in Xero Accounting Software

 

General Support

 

Manage inventory items

How to manage contacts in Xero

How to produce email templates in Xero

How to change billing and subscription details in Xero

How to make a distribution to beneficiaries in Xero

How to use the export function in Xero

How to use Files in Xero

 

Payments & Purchasing

 

Matching Bills to Outstanding Purchase Orders

Purchase bills tips and tricks

How to use purchase credit notes

Account for prepayments

How to enter and submit expense claims in Xero

How to account for dishonored payments in Xero

Create batch payments

How to approve and pay expense claims in Xero

How to deal with unsupplied goods in your purchase orders within Xero

How to approve and pay expenses claims in Xero

 

Banking

 

Reconcile a Bank Account

Manually Reconcile Statement Lines

How to manage petty cash

How to remove duplicate bank statement lines in Xero

How to transfer money between your bank accounts in Xero

How to move an imported bank statement in Xero

Import a CSV bank statement

Bank reconciliation adjustments in Xero

Find and edit bank transactions

 

Reporting

 

Customize the balance sheet

Create budgets using the budget manager

Use the Profit and Loss Report

How to use the balance sheet report in Xero

How to set up online activity statement filing in Xero

An overview of fixed assets within Xero

Profit & Loss Reporting Tools and Much More

 

Sales & Invoicing

 

Manage Debtors and Get Paid Faster | Batch Deposits

How to Include Files with Online Invoices

Reduce Manual Data Entry and Automate Invoice & Billing Process

How to create a sales credit

Send customer statements

Setup standard invoice themes

How to manage payment terms in Xero Accounting Software

Record manual journals

Create DOCX invoice templates in Xero

How to account for dishonored payments in Xero

How to use Xero Accounting Software for invoice only users

How to use repeating invoices and bills in Xero

How to use invoice themes for quotes in Xero

How to apply discounts in Xero

Foreign Currency Invoices and Payments in Xero

Invoice Reminders

Add a Payment Service in Xero and Get Paid Faster!

 

Payroll

 

How to use payroll in Xero Accounting Software

Learn about improved payroll reporting in Xero

 

 

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