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 [...]
Through XERO you can connect with other XERO users and automatically transfer data across In XERO under General Settings->XERO Network you have a very long alphanumeric key which you send to a customer or a supplier who also uses XERO and is on the XERO network. Then you can send or receive invoices directly from [...]
In XERO there is a single Goods and Services Tax (GST) account, which many XERO users would be watching on their dashboard under the heading Account Watchlist. This GST general ledger account reflects what GST is currently accrued in the XERO accounts, but it can be a little deceptive, let me explain. Presently in XERO [...]
I worked out this morning when I showed my husband XERO on the iPad that you cannot see the graphs on the iPad. This is because iPad does not support adobe I believe. I exported 475 customer cards from MYOB and ended up with 506 in XERO - well that does not sound good. The [...]
I am going to start my XERO Challenge. I have already being playing around on XERO today, so I am going to restrict it to 15 minutes. I have tried to link my XERO account to paypal. The instructions on the XERO home page were different to my own pay pal account aghh! I have [...]
Heather Smith is a XERO Certified AdvisorWow after the excitement of yesterday, I completed reconciling my credit card transactions. There will be no more for at least a week because I had to cancel the card. Today I thought I would customise the invoice. The invoices are quite plain, which I am happy about. [...]
I am undertaking a #30MXEROCHALLENGE which broadly translates into a 30 minute a day XERO Challenge. I dedicate 30 minutes every day to learn this more about this innovative online accounting solution. I have been entrenched and working with and loving MYOB for years, so the thought of having to learn something new throws up [...]
Here are my rough notes on reconciling a running balance account. Do you have any comments on this method? The Australian Taxation Office may issue you with two separate statements, the Integrated Client Account and the Income Tax Account. It is necessary to reconcile each account, and here is how I suggest you set this [...]
