General ledger
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 Accounts.
Learn the Features
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.
Expense Claims
In this video learn how to manage expense claims online with Xero.
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.
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.
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.”
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.
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.
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!
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.
Setting Up Bank Feeds
Learn how to set up a bank feed to help automate your transaction entry and bank reconciliation in Xero.
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.
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.
Setting it up
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 help from our friends, they’ll make switching to Xero even easier.
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.
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.
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.
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.
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.
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.
The Quick Start Guide
Switching to Xero
Settings and Maintainenance
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.
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 Accounts.
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.
