Welcome!
Housekeeping
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Disclaimer
Reviewing and amending settings
Efficiency hacks and tips
Checklist:: Accessing Xero for the First Time
Checklist:: Setting up your Short Cut to Xero
Checklist :: 10 Things You MUST Do once you have set up your Xero account
Bank accounts and their setup
Manual bank imports and error prevention
Fixing incorrect bank balances
Checklist:: Setting up the Bank Account and Electronic Bank Feeds
Checklist:: Refreshing and Updating Electronic Bank Feeds
Checklist:: Importing a manual bank statement in to Xero
Checklist:: What to do when your Xero bank balance does not match the statement
Sales invoices, defaults and much more!
Invoice templates and the application
Email templates and the application
Get paid more easily - payment services
Applying a sales process. Quotes, drafts, awaiting approval and approved
How to be creative with tracking codes
Checklist:: Creating Sales Invoices
Checklist:: Setting Automatic Invoice Numbers
Checklist:: Email Templates and Emailing Invoices
Checklist:: Creating a new sales invoice template
Checklist:: Additional controls - submitting sales invoices for approval
Checklist:: Using tracking codes to account for sales
Posting bills, and avoiding common errors
Managing bill payments as a process, batch payments and remittances
Printable:: Importing Bills, Receipts and Invoices to Xero
Checklist:: Adding A Bill
Checklist:: Approving and Checking Bills or Invoices
Checklist:: Attaching Files to Bills and Invoices
Checklist:: Batch paying suppliers and sending remittance advices
Checklist:: Self-Billing - Raising self billed VAT invoices
Checklist:: Self-Billing - Raising self billed non VAT invoices
How to make use of Xero files
Article:: Using Xero Files to Manage Your Documents
Chart of accounts and the confusion they cause!
Printable:: Getting your chart of accounts right
Checklist:: Adding or editing account codes for invoices and bills
How to use bank rules to save oodles of time!
Things to know when reconciling
Printable:: To Reconcile or Not To Reconcile? - Where should you post that bank transaction?
Checklist:: Reconciling the Bank - Cash or accruals basis?
Checklist:: Setting up bank rules
Checklist:: Posting payments on accounts
Checklist:: Part Paying Sales Invoices Through Bank Reconciliation
Checklist:: What to do when your Xero bank rules stop working
How to reconcile those "messy" customers and suppliers
Checklist:: Reconciling supplier accounts to account statements
Checklist:: Reconciliation of accounts receivable and accounts payable
Checklist:: Getting Started with your VAT return in Xero
Introduction to the TWO versions of the Profit & Loss report
P&L Version 1 (OLD REPORT FORMAT) - How to manipulate your display
P&L Version 1 (OLD REPORT FORMAT) - How to add account groupings and tweak formats
P&L Version 1 (OLD REPORT FORMAT) - Some things you may not know
P&L Version 2 (NEW REPORT FORMAT) - How to manipulate your display
P&L Version 2 (NEW REPORT FORMAT ) - How to add account groupings and tweak formats
P&L Version 2 (NEW REPORT FORMAT) - Some things you may not know
Article:: Suggestions for your Profit & Loss layout
Checklist:: Running a Profit and Loss Account
Checklist:: Understanding your Profit & Loss
Checklist:: Changing your Profit and Loss layout
Getting Started with your Balance Sheet
Getting Clever with your Balance Sheet (Codings)
Getting Clever with your Balance Sheet (Tips)
Getting Clever with your Balance Sheet and your Profit & Loss Account
Article:: Suggestions for your Balance Sheet layout
Why Find & Recode has SOOO much to offer
Checklist:: Efficiently using Find & Recode
