Xero Tips & Tricks

Description

Xero – Tips & Tricks for Business 
Join our Xero - Tips and Tricks for Business training course and discover how to streamline your bookkeeping, boost productivity, and make smarter business decisions. Perfect for small business owners, bookkeepers, and anyone

Dashboard Customisation
- Account Watchlist
-Outstanding Invoices/Bills
-Cash in and Out

Bank Feeds & Reconciling
- Splitting payments
- Allocating to invoices/bills
- Overpayments
- Bank rules

Invoicing
- Setting up templates
- Reminders o Statements

Bills 
- Attaching documents
- Batch Payments

Aged Payables/Receivables
- Running reports and monitoring each month

Contacts
- Creating Contacts (consistency)
- Grouping

Chart of Accounts 
- Adding or deleting codes

GST Returns
- Preparing & Filing
- Late Claims

Xero Files

Xero Help