Blinq Photography recommends Xero

See how Xero accounting software has helped Shawn Smith and Nicole Kavanagh of Blinq Photography in Australia improve their small business. They can now create repeating invoices, use PayPal within Xero, collaborate with their accountant with ease and access their data anywhere, anytime. The pair loves the fact that Xero just keeps getting better. “Seeing that Xero is constantly getting new updates, new features and functionality to make my life…  Read more

Peter Jackson Plumbing recommends Xero accounting software

Peter Jackson Plumbing is a growing business. But the husband and wife team were feeling bogged down without adequate systems to streamline quotes and invoices. Using Xero and integrating it with WorkflowMax has not only saved them time and money, it has let them move their office out of their home for a better work-life-balance. Peter says the fact that Xero is constantly getting new features and improvements, unlike desktop…  Read more

Tradies love Xero

Hear from a painter, plumber and a tradie service on why they chose Xero as their preferred online accounting software. Everyone knows tradespeople are always on the go – and using Xero enables them to invoice on the road between jobs and keep on top of their financial information. Rohan Calvert, Director of painting business Men in White has to wear a lot of hats in his role – so…  Read more

Will Call and advisor love Xero accounting software

Patrick Tescher, Founder and iOS Developer at Will Call, found Xero was the perfect accounting software for his small business, an app to make buying tickets easy. “We want to make sure that our vendors get paid on time and that our partners are happy. Having Xero and Advisor on board is going to help us provide an experience above and beyond anybody else in this space,” Patrick says.    Read more

ReTargeter advisor love Xero accounting software

Imran Rahman, Director of Finance at online display advertising company ReTargeter, says the biggest thing that stood out about Xero accounting software was the Dashboard. “You can check your cash balance, you can check any other platforms that you have integrated into Xero… it’s all there for you. You can immediately see what you business looks like,” “You need data to make good decisions, and Xero allows you to do…  Read more

Skincare Manufacturer made4baby recommends Xero

It’s a fine balance running a successful business and raising a family. Time is an absolute premium. With Xero accounting software, the consolidation of several functions means Rebecca McLeod from Made4Baby doesn’t have to spend hours inputting numbers. Xero also allows Rebecca and her family to travel or have a holiday. There’s no losing sight of the business while away, as tasks such as invoicing and reconciliations can be done…  Read more

Spitfiregirl – Xero vs Quickbooks for small business accounting

Heidi Yarger is a great example of life imitating art – literally. First, her grandmother called her a “Spitfire” and the name stuck. And today, she is the Creative Director/Owner of Spitfiregirl, a brand design studio. To say that she’s a right-brain would be putting it mildly. “I’m not that great with math, I specifically avoided math in school,” says Heidi – so it’s no wonder she experienced the accounting…  Read more

Working remotely with Xero accounting software

Rex Hutton travels multiple times a year for work, and knows he wouldn’t be able to run his business without Xero accounting software. Xero allows him to work from anywhere and at anytime – to service his clients and provide them with the information they need, which is all conveniently stored in the cloud. In this video, you’ll see how his company, Hutton Phelps, provides hassle-free online accounting and bookkeeping…  Read more

Virtual Aviation uses Xero cloud accounting for business growth

Pilot training business Virtual Aviation switched from spreadsheets to the cloud to get a complete, up-to-the-minute view on their finances. James Stevenson, MD of Virtual Aviation, says “Xero has enabled us to drill down the sales in to certain areas so we can see where we are under performing and give those areas extra attention before it becomes a problem.” What’s more, the mobile app Xero Touch means James is…  Read more

Xero and google docs make real time collaboration easy

In the past, collaborating with clients in real-time was a struggle for Sabrina Covington, founder of Covington & Associates CPAs. Luckily, Xero’s integration with Google Docs has made it much easier. “Google Docs has been a game-changer for us. There is nothing out there that can compete – together, Xero and Google Docs saves us time and lets my client and I work in the same document, at the same time,”…  Read more

Horsetooth Hot Sauce – finding a quickbooks alternative

John Comeau is the CEO/Founder of Horsetooth Hot Sauce. He runs the business with his sister and co-owner, Michael Ann. It’s a brother-sister combo that’s as basic as their pepper-vinegar hot sauce mix. But unlike typical brothers and sisters, they get along fine and agree… especially when it comes to their choice of accounting software. For John, QuickBooks was just okay until “we started getting busier and I needed more…  Read more

Rethinking Subaccounts

The Chart of Accounts is the backbone to recording your financial informations – so a well-thought out chart is the key to quality. This video tutorial shows you how to create detailed reports of your business activity using report grouping and tracking categories.  Read more

Adding employees

The Pay Run feature in Xero accounting software allows users to add employee contacts that are completely separate from customer and supplier contacts. This video tutorial shows you how to add and edit employee contacts when using the this feature. Please note – this video is only applicable to those using Pay Run in the NZ, UK and Global editions of Xero accounting software.  Read more

Changing your Login Email

You can change the email address you use to log in to Xero accounting software at any time. Simply click on your name in the top corner and go to ‘Account’. Once you reach the Account Settings screen, click ‘Edit’ on the email section, and update your email address. You’ll need to enter your password to enable the ‘Change Email’ button. Xero will send a confirmation email to the new…  Read more

Xero for invoice-only users

The Dashboard in Xero accounting software is the starting point for all we do in Xero. This video gives you a quick tour of the Xero Dashboard for invoice-only users.  Read more

The Xero to Xero network

If your suppliers or customers also use Xero accounting software, you can all save time by using the Xero to Xero network. This video tutorial shows you how to send and receive invoices and bills to be sent between these organisations, reducing data entry time and costs, and making business more efficient all around.  Read more

Export From Xero

Xero accounting software integrates with WorkflowMax Practice Manager to provide a single ledger solution. This video tutorial shows financial advisers how to export a full general ledger out of Xero, using the export function to import into another system.  Read more

Configure Email Settings

Email Settings allows you to specify the display name and reply-to address when you send emails from Xero accounting software. This video tutorial shows you how to update your settings and make sure your reply-to email works for your organisation.  Read more

Contacts Advanced Tutorial

It’s easy to add and manage your contacts in Xero accounting software. This video tutorial shows you how to add the companies and/or people you’ve done business with based on your Xero transactions. You can: – add a contact while entering sales invoice or purchase bill – edit a contact address from a saved invoice – set up a contact from the contact tab – edit contact details from the…  Read more

Advanced Invoice Branding Using Docx Templates

Xero accounting software lets you fully customise and design your Xero templates using docx (MS Word) branding themes. This video tutorial shows you how to create, design, edit, and upload your own docx invoice template using MS Word.  Read more

Invoice Branding Using Standard Themes

With Xero accounting software, it’s easy to create professional-looking invoice template in a matter of minutes. This video tutorial runs through how to: – add your business logo and other company details – add a footer message such as remittance details – creating new branding themes to be used for quotes.  Read more

Setup Payment Terms

Xero accounting software gives you options for applying payment terms to your bills and invoices. It’s a great way to save time by cutting down data entry and to ensure that the due dates on all of your bills and invoices are correct. This video tutorial shows you how to: – set up default bill and sales invoice payment terms – use automatic sequencing for invoice and credit note numbers…  Read more

Manage Inventory Items

If you have products and services you buy and sell regularly, you can make data entry easier and faster using Inventory Items in Xero accounting software. This is a great way to track how many items you’ve bought and sold over time. This video tutorial shows you how to: – create a new inventory item – edit and delete an existing item – import bulk items using a template CSV…  Read more

Setup Email templates

Email templates are a great way to save time when you email sales invoices, credit notes, statements or remittance advices directly from Xero accounting software. This video tutorial shows how to use the statement template to: – set up and edit an email template – insert placeholders on existing or new templates – delete unused templates.  Read more

Connect Square to Xero

When you connect Square to Xero accounting software, they sync daily. This means your previous day’s card and cash sales, refunds, fees, tax and tips are all brought into Xero for you and correctly accounted for. So how does it work? Well, as your card and cash deposits reach your bank, Xero keeps your balances up-to-date, showing you what’s still due to come in. Square card and cash sales come…  Read more

Files in Xero Advanced

Uploading files into Xero is a game-changing feature – it lets you store and attach your source documents to your financial data, right within your accounting software. This video tutorial shows you how to work the finer details of uploading, attaching, storing and deleting files into Xero.  Read more

GST Returns in Xero (NZ)

With daily bank statements flowing into Xero accounting software, you can keep your reporting accurate and up-to-date as you go. This video tutorial shows you the New Zealand GST return report design in action and teaches you all about finalising returns in Xero.  Read more

Filing Activity Statements

Filing activity statements is a breeze with Xero accounting software and Practice Manager. From bank transactions flowing into Xero daily, through to filing statements with the ATO, the single ledger provides a seamless platform that transforms the economics of compliance work. This short instructional video runs through how this process works with online accounting in Xero.  Read more

Multi-Paged Reports

Creating multi-paged reports in Xero is an easy way to ensure you have all the information on your business to hand.  Read more

Historical Monthly Comparisons

If you’ve recently started using Xero accounting software and have entered conversion balances, you can also easily add and view comparative annual figures. If you need to see monthly comparatives from before your conversion date, Xero can bring in monthly figures without manually adding every transaction, using Manual Journals. This video tutorial shows you how to use Manual Journals to view your pre-conversion monthly comparatives in Xero accounting software.  Read more

Multi-currency reporting

If you deal in multiple currencies, this video shows the in’s and out’s of reporting. Including Income Statement, Balance Sheet, Foreign Currency Gains and Losses, Account Transactions, and Invoices by Contact.  Read more

Grouping Accounts on Reports

Some reports have the ability to create customized layouts. In this video we show you how group accounts together to display in a summary view on your reports like your income statement and balance sheet.  Read more

Tracking in Xero

Use tracking to review and compare different areas of your organisation, and improve your reporting. Tracking may also reduce the number of accounts in your chart of accounts, as tracking removes the need for duplicate accounts across different business areas. Learn how this feature can improve your reporting capability for your business. To find out more about reporting in Xero check out xero.com/accounting-software/financial-reporting/.  Read more

Using reporting and tracking instead of sub accounts in Xero

The Chart of Accounts is the backbone to recording your financial informations – so a well-thought out chart is the key to quality. This video tutorial shows you how to create detailed reports of your business activity using report grouping and tracking categories.  Read more

Report Customizing Options

In Xero there are plenty of options to customize the information you display on your reports. In this tutorial learn how to get the best out of your income statement or profit & loss using the filters and reporting options in Xero.  Read more

Create budgets using Budget Manager in Xero

With Budget Manager in Xero accounting software, you can quickly prepare comprehensive budgets and compare against performance on selected periods. This video tutorial shows you how to build your overall budget in Xero using this function.  Read more

Create Report Layouts

You can customise the layout of your profit and loss, balance sheet, budget variance and tracking summary reports from within Xero accounting software. This video tutorial shows you how to: – create and customise report layouts by moving or grouping accounts – edit existing layouts – save a layout as a favourite for all users.  Read more

Balance Sheet

The balance sheet in Xero accounting software shows a snapshot of the assets, liabilities and equity of your organisation as at a particular date. This video tutorial shows you how to locate the report and navigate the formatting options.  Read more

Profit & Loss/Income Statement

The profit and loss report in Xero accounting software shows your organisation’s net income by deducting expenses from revenue for the report period. This video tutorial shows you how to: – find the profit and loss report – use the other format options available for tracking reports, period or date comparisons – export the report.  Read more

Reporting in Xero

With Xero you can view and share interactive reports and budgets – all prepared in a single click. Both accountants and businesses have a real-time view of the financials, anytime, from anywhere. Check out this video tutorial and explore the report centre to see how Xero accounting software helps you keep your business finances on track throughout the year.  Read more

Restarting an organisation in Xero

In Xero accounting software, there is a way to create a new organisation and delete an old one. However, we recommend avoiding this if you can. This video tutorial runs through some questions you should ask yourself before starting over and what to do if you decide to proceed.  Read more

Delete an Organisation (for Businesses)

Xero accounting software customers can delete a trial or active organisation from their My Xero Home page. This video tutorial shows you how to do it using step-by-step instructions.  Read more

Switching to Xero

“Switching to Xero” is a series of instructional videos on how to make the switch from your old accounting software to Xero. With Xero, switching is a breeze – take a look at the video above to find out why.  Read more

Foreign Currency Invoices & Payments

If you’re on a premium pricing plan, with foreign currency, you can create foreign currency bills and invoices in Xero accounting software. This video tutorial shows you how to create a foreign currency invoice, apply a payment in the currency of the invoice and a payment in the organisation’s base currency.  Read more

Handling Unsupplied Goods

Sometimes your suppliers will fill an order over time, across multiple bills. This video tutorial shows you what to do when you don’t have one bill corresponding to one purchase order.  Read more

Contra a Sale & Purchase

When you have a supplier that’s also a customer, sometimes you’ll arrange to offset the amount of sales invoices against their bill. This is often referred to as a ‘contra’. This video tutorial shows you how to set up the Xero accounts needed for offsetting the transactions and how to correctly contra the sales invoice with a purchase bill.  Read more

Electronic Batch Payments

Electronic batch payments are a simple, time-saving way to pay bills in Xero accounting software. Watch this tutorial and learn how to: – create a batch payment – export a batch file to import into your internet banking – email remittance advices to your suppliers.  Read more

Repeating Invoices & Bills

This video tutorial shows you how to create repeating invoices and bills in Xero accounting software. Rather than creating a brand new invoice or bill every time, Xero does the work for you.  Read more

Bills Tips & Tricks

Entering a purchase bill in Xero accounting software is pretty easy. This video tutorial runs through some additional tips and features that make it even easier. The tips include: – shortcuts for data entry – how to attach a file – using the tax inclusive/exclusive drop-down – how to add more lines on a bill – using the currency selection – save button and approve options – adding notes on…  Read more

Purchase Credit Notes

When you receive a credit note from a supplier, Xero accounting software provides a couple of ways to deal with it. This video tutorial shows you how to: – create and edit a purchase credit note – apply it to an outstanding bill – apply a refund against the credit note.  Read more

Purchase Orders

Purchase Orders in Xero will help put you in control of purchasing from your suppliers, so you both know exactly what’s been ordered, the agreed cost, and when and where it should be delivered. This video will teach you everything you need to know to start using Xero today to manage purchase orders for your business.  Read more

Purchase Bills

Managing your bills in Xero accounting software helps you stay organised, manage cashflow and pay your suppliers on time. This video tutorial shows you how it’s done!  Read more

Contra a Sale & Purchase

When you have a supplier that’s also a customer, sometimes you’ll arrange to offset the amount of sales invoices against their bill. This is often referred to as a ‘contra’. This video tutorial shows you how to set up the Xero accounts needed for offsetting the transactions and how to correctly contra the sales invoice with a purchase bill.  Read more

Handle Cash Refunds

With Xero accounting software, cash refunds are easy to process and reconcile. This video tutorial shows you how to account for refunds of pre-payments, over-payments, or credits paid by cash, check or transfer in Xero. It also demonstrates how to enter cash refunds paid by the owner using their own money or company cash on hand.  Read more

Foreign Currency Invoices & Payments

If you’re on a premium pricing plan, with foreign currency, you can create foreign currency bills and invoices in Xero accounting software. This video tutorial shows you how to create a foreign currency invoice, apply a payment in the currency of the invoice and a payment in the organisation’s base currency.  Read more

Use Payment Services

When you send a customer an invoice from Xero accounting software, they can easily pay it straight away. This video tutorial shows you how to add a “”payment service”” to your invoices to allow easy online payment.  Read more

Repeating Invoices & Bills

This video tutorial shows you how to create repeating invoices and bills in Xero accounting software. Rather than creating a brand new invoice or bill every time, Xero does the work for you.  Read more

Send Customer Statements

Online invoicing in Xero accounting software makes it easy for your customers to see how much they owe and pay outstanding balances. However, it’s still good business practice to send regular statements to ensure timely payments. This video tutorial shows you how to: – learn the difference between an Activity and an Outstanding statement – choose a branding theme for printed statements or an template for email statements – easily…  Read more

Create a Sales Credit

When you need to create a credit for a customer using Xero accounting software, there are a couple of ways to do it. This video tutorial shows you how to: – create both full and partial credit notes from an original invoice – select a ‘branded credit note’ – create a credit not related to an invoice – edit an existing credit note – apply a credit note to an…  Read more

Apply Discounts

In Xero accounting software, discounts can be applied against invoice lines or set to a default for contacts. This video tutorial shows you how to apply one-off discounts to sales invoices and how to set up default discounts.  Read more

Online Invoices

With Xero accounting software, the sales process is a breeze – invoicing your clients and getting paid is a fast and seamless process. This video tutorial runs through how this process works and how to use the sales dashboard in Xero.  Read more

Move Imported Statements

If you have imported a bank statement incorrectly, and you don’t have the original statement file, Xero accounting software makes it easy to export these lines and import them to where they belong. This video tutorial shows you how to export an incorrectly imported bank statement and import it into the right account or organisation.  Read more

Manage Loans & Mortgages

There are two ways of managing a loan or mortgage in Xero accounting software. The first option is to set up a loan or mortgage as a bank account. This video tutorial will show you how to: – enter opening balances in conversion balances – transfer between loan account and bank account to manage payments – setup a bank rule to account for interest – create a spend money transaction…  Read more

Handle Dishonoured Payments

Sometimes, a customer payment gets dishonoured – it might be a bounced cheque, or a reversed automatic payment. Luckily, this is easily manageable with Xero accounting software. This video tutorial shows you how to: – remove and unreconcile a dishonoured payment that has been matched against an invoice – process a dishonoured payment that has not been matched against an invoice – account for bank fees charged by the bank…  Read more

Manage Petty Cash

The easiest way to manage your petty cash is to set up a “bank account” in Xero. This video tutorial shows you how to: – account for money transferred from your bank account to petty cash – create spend money transactions to account for day-to-day sundry expenses – create received money transactions to account for any money added into your petty cash that is not from your bank. For example,…  Read more

Process Prepayments

Sometimes, you’ll need to account for a prepayments either in sales or purchases in Xero accounting software. This video tutorial shows you how to: – enter the prepayment in Xero – reconcile it in your bank account – process a refund if necessary – apply the prepayment to a bill/invoice.  Read more

Process Overpayments

Sometimes you’ll need to account for an overpayment in Xero accounting software. This could be one that you’ve made or one that you’ve received. This video tutorial shows you how to: – create and reconcile transactions to account for an overpayment – refund an overpayment in full (mentioning partial) – apply an overpayment to either a bill or sale.  Read more

Spend & Receive Money

In Xero accounting software, a “”spend or receive money transaction”” is how you can create a payment or receipt which doesn’t relate to an existing invoice or bill, bank transfer, overpayment or prepayment of invoices. This is commonly used for things such as general expenses or donations that don’t have invoices/bills against them. This video tutorial shows you how to: – create and reconcile a spend or receive money transaction…  Read more

Bank Rec Adjustments

With Xero accounting software, you can easily make a small adjustment to a payment that does not match it’s invoice from the reconciliation screen. This video tutorial shows you how to adjust and reconcile payments that are a little bit under or over the invoice amount.  Read more

Fix Coding Errors

It’s easy to fix a cash coding error in Xero accounting software. This video tutorial shows you how to drill into the transaction, select ‘options’ and either un-reconcile, edit or remove and redo the reconciliation.  Read more

Setup PayPal

If you use a PayPal account for business transactions, you can easily manage it in Xero accounting software. This video tutorial shows you how to set up your PayPal account and automatically import transactions for faster reconciliation.  Read more

Setup Credit Cards

It’s easy to import and manage your business credit card activity in Xero accounting software. This video tutorial shows you how to setup your business credit card as a bank account.  Read more

Manually Reconcile Statements

Manually reconciling statement lines is useful when you don’t have bank statements available to import into Xero accounting software. It will also help if you’re missing just a few statement lines. This video tutorial shows you how to: – record invoice payments or spend money transactions that were not imported to Xero – use the Mark as Reconcile option to reconcile transactions manually – restore a bank statement line that…  Read more

Review Bank Rec Summary

This video tutorial will help Xero accounting software users understand the bank reconciliation summary. The video breaks down the information presented in the summary and gives tips how to identify why transactions are still outstanding.  Read more

Correct Banking Duplicates

Sometimes, when you compare a bank statement in Xero accounting software with your actual bank statement, you’ll find that something came into Xero more than once. This is normally due to an error with the either the bank feeds or with the manually imported bank statement. This video tutorial shows you how to delete a single bank transaction or a whole bank statement to fix the duplicated bank statement lines.  Read more

Xero Balance Different From Bank Statement

If you’ve run a reconciliation report in Xero accounting software, the Xero statement balance should match your actual bank statement balance. If it doesn’t match, this video tutorial can show you how to find out what could be causing the issue. The three possible causes we look at here are: – incorrect opening balance as of a certain date – incorrect conversion balance for your Xero bank account – error…  Read more

Find & Edit Bank Transactions

It’s easy to search for and edit bank transactions in Xero accounting software. This video tutorial shows you how to use the search options within a bank account and how to make changes to transactions.  Read more

Import CSV Bank Statement

Bank feeds in Xero accounting software make managing your small business even easier. Of course, there may be times when you need to manually input information, such as before a bank feed has been set up. In your internet banking, you are given the option to export transaction history for your accounts. Depending on your bank, you may be able to export to CSV, OFX or a QIF file. This…  Read more

Transfer Between Bank Accounts

When you transfer money between business bank accounts in Xero accounting software, you can easily record the transfer on the Reconcile screen as it appears in your bank feed. Alternatively, you can use the Manage Account button to record the transfer instantly, if you don’t want to wait for it to appear in your bank feed. This video tutorial shows you how to: – account for money transferring between your…  Read more

Remove & Redo Transactions

To adjust a reconciled transaction in Xero, there is just one button you need – the Remove & Redo button. This video tutorial shows you how to fix a bank statement that has been reconciled incorrectly.  Read more

Balancing business and family life with Xero accounting software

Meg and Scott, owners of Tea Pea – a boutique retailer based in Wellington, New Zealand – manage busy lives as business owners and parents to their three children. Meg is the creative brain behind Tea Pea, spending her days running the retail shop and online store, and sourcing interesting products for her customers. Scott holds now a full time job during the week and takes responsibility for doing the…  Read more

Banking

This video tutorial shows you how to reconcile the bank using Xero accounting software. Xero is designed to automatically import your bank, credit card and PayPal transactions using bank feeds to make reconciling your bank accounts faster and easier.  Read more

With a Little Help From our Friends

If you love the idea of Xero accounting software, but need help to make the switch, why not chat to your accountant or a certified advisor to see how they can help? We also have conversion partners, who can do the hard work for you. Don’t let the old way of accounting slow you down any longer. Switching is easier than you think – and if you need a little…  Read more

Entering Conversion Balances

When you switch to Xero, you may have account balances from your accountant or old accounting software to bring forward as your opening financial position. We call these “”conversion balances””. This video tutorial shows you how to enter and confirm these balances so they reflect in your financial reporting in Xero.  Read more

Importing Sales & Purchases

If you have unpaid or partially-paid invoices or bills, you can easily transfer them to Xero accounting software when you switch over. The process to import sales invoices or purchase bills is very similar – this video tutorial shows you how to import sales invoices.  Read more

Importing Contacts

When you switch to Xero, it’s helpful to keep your supplier and customer contact information from your old accounting system. This video tutorial shows you how to import these contacts in to Xero accounting software in no time at all.  Read more

Importing Chart of Accounts

When you create a new organisation in Xero, you can choose a default Chart of Accounts and do some tweaking, or import your own existing version. This video tutorial gives you a closer look at importing your custom Chart of Accounts. It also shows you how to change the option you chose during setup, if you need to.  Read more

Overview of Importing

When you start out with Xero accounting software, there may be information that you need to bring across from your old accounting system. This lets you carry on with day-to-day processing and ensures your accounts are set up correctly. Xero lets you import data automatically to save you from manual entry. This video tutorial gives an overview of how you can import your information into Xero accounting software.  Read more

Full Setup Guide Walk-through

This video tutorial walks through the setup guide for Xero accounting software. The step-by-step process shows you how to make a full conversion to Xero – from your old accounting software, paper-based accounts, or if you’re a new businesses starting from scratch.  Read more

The Quick Start Guide

This tutorial gives a quick overview of how to set up your business or a new organisation in Xero accounting software. Once you’ve made the switch to Xero, you can be up and running within minutes – and it’s a pleasure doing business.  Read more

Switching to Xero

“Switching to Xero” is a series of instructional videos on how to make the switch from your old accounting software to Xero. With Xero, switching is a breeze – take a look at the video above to find out why.  Read more

Managing contacts

Over time, your list of customers, suppliers and contacts will grow. To keep things organised, your accounting software can become the central hub for all your business connections. This video tutorial shows you how to use the Contacts function in Xero.  Read more

Cash Coding

With the help of auto-suggestion, matching and bank rules, reconciling in Xero is pretty fast. We also have what we call Cash Coding, a tool which allows the bulk processing of an entire bank statement – or even a whole year’s worth of statements – in a single swoop. This video tutorial runs through how to use Cash Coding in Xero accounting software.  Read more

Chart of Accounts

With desktop accounting software, accountants and their clients typically work from separate systems and separate ledgers – even for the same business! Now with Xero’s single ledger, both accountants and their clients can access the same set of data in the cloud for a real-time view of the business financials. This video tutorial takes a closer look at the backbone of the single ledger in Xero – the Chart of…  Read more

Adding New Users

With Xero accounting software, multiple users can access the same set of data in the cloud at the same time, from any device. This video tutorial shows you how to invite new users and set up the appropriate level of access.  Read more

Reporting

“With Xero you can view and share interactive reports and budgets – all prepared in a single click. Both accountants and businesses have a real-time view of the financials, anytime, from anywhere. Check out this video tutorial and explore the report centre to see how Xero accounting software helps you keep your business finances on track throughout the year.”  Read more

Files for Xero

Upload documents to support your financial data in Xero – expenses, fixed assets, invoices, contacts – simply drag and drop onto a transaction or your Xero Files inbox.  Read more

Purchase Orders

Purchase Orders in Xero will help put you in control of purchasing from your suppliers, so you both know exactly what’s been ordered, the agreed cost, and when and where it should be delivered. This video will teach you everything you need to know to start using Xero today to manage purchase orders for your business.  Read more

Purchase Bills

Managing your bills in Xero accounting software helps you stay organised, manage cashflow and pay your suppliers on time. This video tutorial shows you how it’s done!  Read more

Online Invoices

With Xero accounting software, the sales process is a breeze – invoicing your clients and getting paid is a fast and seamless process. This video tutorial runs through how this process works and how to use the sales dashboard in Xero.  Read more

Banking in Xero

This video tutorial shows you how to reconcile the bank using Xero accounting software. Xero is designed to automatically import your bank, credit card and PayPal transactions using bank feeds to make reconciling your bank accounts faster and easier.  Read more

The Dashboard

There are countless things to keep track of when you’re running a small business. But with the Xero Dashboard, you can easily see your overall business performance at a glance. You can also keep a close eye on key financials from your Chart of Accounts. This video tutorial shows you how to get the most of the Dashboard in Xero accounting software.  Read more

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