During a client training session I was logged into the client’s Xero file, and I got her to enter her bank credentials in to activate the bank feed. This all worked, and the bank feed activated - HOWEVER - this meant the bank credentials were tagged to my USER name rather than the clients USER [...]
Re-Leased is a cloud based commercial property management software that can integrate with Xero the online accounting solution. Commercial property management software is useful for businesses that own a shopping centre, and need to send out monthly invoices to tenants at the shopping centre. Tenancy at a shopping centre is typically associated with a lease agreement. [...]
How do I locate a Sales invoice in Xero? From the dashboard click on Accounts > Sales to access the Sales Dashboard From the Sales Dashboard, drill down on the relevant tab to find the sales invoice, e.g. the ‘See All’ tab shows all sales invoices. How do I change the date of a Sales [...]
I've re-printed here with permission an extract from a recently published Xero blog. Management reporting is one of my favourite areas, so I was interested it gain some insights into the different solutions available. Spotlight Reporting What industry/sector/business/function does your add-on support? “Advanced management reporting and business intelligence for start-ups, businesses, franchises and not-for-profits.” Tell us [...]
To invite your accountant (or another user) to access your Xero data file, from the dashboard, click Settings > General Settings and then under Organisations select ‘Users’. Click the button labelled ‘Invite a User’ and fill in the ‘Enter their details’ form with their details. I suggest you give your accountant full access. Click [...]
I've pulled together a draft Introduction Xero lesson plan which maps to Xero for Dummies and outlines the way I run my classes. You can use this as a frameworks for a group Xero training session. To access a copy in word format go here: Lesson Plan Introduction to Xero 2nd Edition To access sample data: BankSampleData [...]
I've run numerous short group Xero training sessions, using the resource I developed Xero for Dummies. Xero for Dummies is a comprehensive manual for any Xero training environment. It clearly explains how to use different aspects of Xero. In this blog post, I explain how I use Xero for Dummies in a classroom environment, and [...]
Xero Training: The essentials you need to know to use Xero: the online accounting solution. Workshop includes: • Understanding Organisation and Finance Settings in Xero • Overview of the Chart of Accounts in Xero • Entering customers and suppliers in Xero • Inventory Items in Xero • Sales Dashboard in Xero • Purchases Dashboard in [...]
So you're a small business and you want an inventory solution, or you're a consultant or cloud integrator and you need to find a suitable inventory solution for your client. If you're not closely affiliated with a particular solution (which I'm not) you need to look at the options available on the market = time drain! [...]
Thrilled to see social media light up with news Xero for Dummies was presented to New Zealand Flatwater canoer Lisa Carrington and New Zealand television presenter Petra Bagust. I was ecstatic when I saw the tweets from some very special tweeters. Wayne Schmidt Well done @HeatherSmithAU your @xero for dummies made it to the main stage [...]
