Xero is a global leader in cloud-based accounting solutions. With over a million subscribers using their platform, Xero is the accounting software of choice for many small and medium sized businesses globally.
The appeal is not hard to see - Xero automates accounting processes and integrates with vital parts of small business operations to ensure accurate bookkeeping. However, despite its accessible price point and intuitive user interface, accounting novices may still struggle with initial set up or be unaware of how to get the most out of their Xero account.
We’ve put together a list of basic user tips as well as advanced tips for Xero users at various stages of their journey with the software. These tips are designed to help you and your team use Xero more efficiently.
For a quick and hassle-free login;
Replace the capital letters below with your Xero login address save as a browser or desktop bookmark so you only have to enter a password.
On the top right hand you’ll see a small plus icon (+). Click the icon to quickly access several different functions including creating a purchase order, invoice, or contact.
Use Xero's advanced contact search when you're entering transactions.
Enter at least 3 key letters of your contact's name or search for the primary contact person for your contact's organisation.
During bank reconciliation, reconcile:
You can run reports for any date but when you publish a report, it's kept as a static copy in PDF or spreadsheet format on the Published tab.
On some reports you can compare actual income and expenditure against budgeted figures.
Click the link at the bottom of the page titled “Understand user role details” to learn more about the permissions for each role.
The Demo Company feature lets you experiment with test data so you can preview transactions, reports and features separate from your actual business data. This sandbox environment does not affect your financial data and no one else can see the data you enter or import into the demo company.
Once you have mastered your Xero account the next step is to make sure the rest of your eCommerce, logistics and other B2B solutions are integrated with Xero.
The TradeGecko-Xero integration saves you time and manual effort by sending invoices, stock levels and customer data automatically between both platforms, in real-time. Learn more about the Xero-TradeGecko integration and how you can start using it in under 30 minutes today!
Save time and money by signing up for a free trial of TradeGecko today!