Archive for the Xero Tips Category

Got Customers? Build Comprehensive Records for Them in Xero

Building thorough, precise customer records will improve the accuracy and depth of your transactions and reports.   How did you keep track of your customers before you started using Xero? On paper forms in file folders? 3×5 cards? Maybe you created a file in Excel.   How

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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

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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

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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

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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

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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

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Creating One-Time and Recurring Bills in Xero

Making money is more rewarding than spending it on business obligations. Xero takes some of the drudgery out of your accounts payable duties. Managing cash flow is a challenge for most businesses. There are many things you can do to encourage customers to pay on time, but

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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

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Working with Bills and Expenses in Xero

It’s much more gratifying to work with incoming payments, but the money has to go out sometimes, too. Here’s an overview. Xero provides numerous ways to pay for goods and services that your company needs in Xero. How you do so depends on the type of expenditure

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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

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