Xero How-to

Xero How-to

Banking

• Invoice & Payment Both in Non-base Currency
• Move Imported Statements
• Manage Loans & Mortgages
• Handle Dishonoured Payments
• Manage Petty Cash
• Process Prepayments
• Process Overpayments
• Spend & Receive Money
• Bank Rec Adjustments
• Fix Coding Errors
• Setup Credit Cards
• Manually Reconcile Statements
• Review Bank Rec Summary
• Correct Banking Duplicates
• Xero Balance Different From Bank Statement
• Find & Edit Bank Transactions
• Import CSV Bank Statement
• Creating Bank Rules
• Transfer Between Bank Accounts
• Remove & Redo Transactions
• Setting Up Bank Feeds
• Banking

General Ledger

• Rethinking Subaccounts
• Chart of Accounts

Learn the Features

• Managing contacts
• Chart of Accounts
• Adding New Users

Payroll

• Adding employees

Purchases

• Foreign Currency Invoices & Payments
• Handling Unsupplied Goods
• Contra a Sale & Purchase
• Electronic Batch Payments
• Repeating Invoices & Bills
• Bills Tips & Tricks
• Purchase Credit Notes
• Purchase Orders
• Purchase Bills

Reports

• GST Returns in Xero (NZ)
• Filing Activity Statements
• Multi-Paged Reports
• Historical Monthly Comparisons
• Multi-currency reporting
• Grouping Accounts on Reports
• Tracking in Xero
• Using reporting and tracking instead of sub accounts in Xero
• Report Customizing Options
• Reports and budgeting in Xero
• Create budgets using Budget Manager in Xero
• Create Report Layouts
• Balance Sheet
• Profit & Loss/Income Statement
• Reporting in Xero

Sales

• Contra a Sale & Purchase
• Handle Cash Refunds
• Foreign Currency Invoices & Payments
• Use Payment Services
• Quotes Using Invoice Themes
• Repeating Invoices & Bills
• Send Customer Statements
• Create a Sales Credit
• Apply Discounts
• Online Invoices

Setting Up

• Delete an Organisation (for Businesses)
• Switching to Xero
• With a Little Help From our Friends
• Entering Conversion Balances
• Importing Sales & Purchases
• Importing Contacts
• Overview of Importing
• Full Setup Guide and Walk-through
• The Quick Start Guide

Settings & Maintenance

• Changing your Login Email
• Maintain Billing & Subscriptions
• Xero for invoice-only users
• The Xero to Xero network
• Export From Xero
• Configure Email Settings
• Contacts Advanced Tutorial
• Advanced Invoice Branding Using DocX Templates
• Invoice Branding Using Standard Themes
• Setup Payment Terms
• Manage Inventory Items
• Setup Email templates
• Connect Square to Xero
• Files in Xero Advanced
• Tracking in Xero
• Managing contacts
• Chart of Accounts
• Adding New Users