#How to use xero accounting software how to
#How to use xero accounting software manual
#How to use xero accounting software plus

#How to use xero accounting software manual

Here you will find advanced menu such as find and recode, manual journals, fixed assets, assurance dashboard, export accounting data and history and notes. This is the report’s name, report settings and criteria, your report, edit the layout, save and export. Click on the star to mark the report as favourite and it will appear in your “Accounting menu”. Reports are grouped into categories such as financial, tax, sales, purchases, accounting, fixed assets, inventory and payrun. “Reconcile tab” is where you’ll do your bank reconciliation, “cash coding” tab is a fast entry page to categorize your transactions, “Bank statements” tab is your bank statements transactions imported manually or by bank feed into Xero and “Account transactions” tab is your bank transactions that you have recorded in Xero. You will find your bank balances, account options, and 4 tabs here. Here is the bank account balances chart, bank accounts summary and you can add a bank account, transfer money between bank accounts, bank rules, uncoded statement lines and bank account options.Ĭlick on the bank account name to go to the individual bank account page. Here you will find your item name, code, details of your item and you can view more options, view the recent transactions and the history and notes. Here is the list of all products and services and you can search, create a new item, import and export your items. This is your products and services page which are also your inventory or stock. “Explorer tab” will show a summary of claims in a graphical chart. You can pay expense claims in “To Pay” tab and you can view all expense claims in “All” tab. In “To Review tab”, you can approve or reject claims submitted by your employees. You can create a new expense claim or mileage claim and you will find your expenses in “Your Own tab”. Supplier bill page, purchase order page, and purchases overview page is similar to the pages in the customers section. You will find the total by invoice status, total by quotes status, a chart of estimated money to receive and a list of customers owing the most. Here you will find your invoice number, status, contents of your invoice and you can preview, email, print to PDF, other invoice options, record customer’s payment and view the history and notes.Ĭustomer quote page is similar to customer invoice page. You will find your customer invoices here categorized by its status tab and you can search, create a new customer invoice, credit note, send statements, import and export your invoices. If you find this video helpful, click on the like button and let me know in the comments below “how long have you been using Xero Accounting?” The magnifying glass is to search for your transactions in Xero.

#How to use xero accounting software plus

The plus icon is a shortcut to create a new transaction such as invoice or bill. On the right of your menu bar, you will find 5 icons here. You can view all contacts, customers only, suppliers only or your own customized groups. You can access all projects, time entries, staff time overview and staff cost rates here. The next one is your projects if you’re using Xero Projects.

Here we have bank accounts, reports and advanced features for your bookkeeper or accountant your favourite Reports and favourite advanced menu.

Here we have short-term cash flow, business snapshot, menu for customers such as invoices, quotes and sales overview, followed by menu for suppliers which is bills to pay, purchase orders and purchase overview and the last section is your expense claims, products and services which is also your inventory and checks. From the first button with your business name, you can change to other businesses that you have access to, view the files of this business, access the settings of this business and links to other apps and Xero pages. Next let’s look at the menu bar at the top. Click on these buttons to create a new sales invoice, bill or claim. There’s some shortcut buttons here for you. Click on the three dots icon to view the banking menu. Hover your mouse over the graphs to view the details in a small pop up. Your dashboard will give you a quick glance of what’s important such as your bank accounts, Account watchlist, invoices owed to you by your customers, bills that you need to pay to your suppliers, your total cash in and cash out and expense claims if you are using it. When you login to Xero Accounting, the first page that you’ll see is your Dashboard. I’m a certified Xero Advisor and today I’m going to give you a quick tour of Xero Accounting.

#How to use xero accounting software how to

Now that you have signed up Xero Accounting, it’s time to have a quick introduction course to learn how to use Xero Accounting. Learn to use Xero in 11 minutes! This is a quick introduction course to Xero Accounting for beginners (2021 edition).