Creating Item Records in Xero

If your business buys and sells products, Xero can help you with the necessary record-keeping.  When it comes to keeping track of inventory, product-based small businesses are probably a little envious of companies that sell services. Service companies may have occasional scheduling and staffing difficulties, but they

Read more

Your First Hour with Xero

 Once you’ve gone through the setup process, you’ll be ready to explore Xero’s features – and start entering your company’s records and transactions.  If you’ve never used accounting software before — or if you have, and you had a less-than-optimal experience — you’re probably eager to jump

Read more

Make Xero Yours: Customize Transaction Forms and Reports

 Xero’s exceptional flexibility makes it a great application for countless types of businesses. Here’s an overview of some of your customization options.   Clothes come in different sizes and colors. Vehicles come in a variety of makes and models. And there are enough types of mobile devices

Read more

Setting Up Settings in Xero

Xero was built to support numerous types of small businesses, but you can customize it to meet your company’s unique needs.   One of the 10 best things about Xero is its flexibility. It was designed to appeal to a very large audience: small businesses across the

Read more

Setting Up Employees in Xero

Preparing Xero to process your payroll requires time and attention to detail.   Employees mean success. The fact that you’ve been able to hire a staff at your small business indicates that your products and/or services are in demand, and you can’t handle all of the necessary

Read more

How to Reconcile Accounts in Xero

Manual, paper-based account reconciliation is a time-intensive, grueling task. Xero’s tools make it easier and faster.  There are probably few financial processes that you loathe more than manual account reconciliation. Matching transactions in the checkbook register to the printed bank statement isn’t so difficult, but the ending

Read more

User Roles in Xero: How to Define Them

If you have multiple users in Xero, you’ll probably want to restrict them to specific areas of the site. If you were still using a paper accounting system, it’s unlikely that you would let everyone dig through file folders, peer at your checkbook register, or look at

Read more