Setting Up Employees in Xero

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 work by yourself. It […]

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Creating One-Time and Recurring Bills in Xero

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 you […]

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Lookup – Avalara and Xero team up to make your sales tax less taxing with Sales Tax Lookup!

Lookup – Avalara and Xero team up to make your sales tax less taxing with Sales Tax Lookup! This is a brand new feature in Xero so they do not have a video out on it yet, and I found their help section on the topic, not as helpful as it could be and some […]

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How to Reconcile Accounts in Xero

August 2015 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

July 2015 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 […]

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User Roles in Xero: How to Define Them

June 2015 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 other employees’ pay stubs. Xero knows […]

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Use Xero’s Tracking Categories for More In-Depth Reporting

May 2015 Use Xero’s Tracking Categories for More In-Depth Reporting Xero offers numerous ways for you to sort and analyze your financial accounts. Tracking categories provide one kind of insightful filtering. Once you’ve spent some time working with Xero, you realize that your paper-and-Excel system was woefully inadequate. Instead of scribbling notes, hunting for documents, […]

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Creating Item Records in Xero

April 2015 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 don’t […]

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Xero Client: Your First Hour with Xero

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 in and see […]

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Xero – Make Xero Yours: Customize Transaction Forms and Reports

Xero – 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 […]

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