We offer training in Xero for when you first start using the application along with ongoing Xero support.
Below are some videos that will help you when using Xero or when you have forgotten a step to perform a Xero task. But remember when you log into Xero there is “?” on the top right which you can use to give you guidance and instructions on anything in Xero.
Adding sales invoices
Reconciling bank transactions, creating invoices, paying bills and many more everyday features of Xero explained. The help centre in Xero is comprehensive, always growing and available anytime.Visit page on Xero > >
Overview of sales invoicing in Xero
Xero accounting software helps make your sales and invoicing process easy to manage. Even invoicing your clients and getting paid is a fast and seamless process.
With Xero, when you email your customer an invoice, they can access it online and pay in a few seconds with the click of a button. If they use Xero too, they can even save the invoice directly into their Xero organisation. It's the magic of online invoicing.
Bank reconciliations in Xero
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.
Traditionally, you had to take your bank statement and manually entered the transactions into your desktop accounting software. Then you needed to perform a reconciliation to make sure the two balances agreed.
Manage bills and purchases
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!
Sales & purchase only access
The Invoice Only user role is limited, and suitable for someone who needs to raise invoices or enter bills, but who doesn't need access to bank accounts or reports. There are four levels of access for the Invoice Only role: 'Draft only', 'Approve & pay', 'Sales only' and 'Purchases only'.