I've uploaded two hours of Xero Payroll training videos. They are easy to follow yet comprehensive and brimming with information. Topics covered in Setting up Xero Payroll: Australian Users video include: Setting up the Payroll Setting up Employees Setting up PayTemplates Defining Reports Layouts Tracking in Payroll Topics covered in Running a Xero Payroll / Pay Run: Australian [...]
I’m excited to let you know I’ve been working with the phenomenal Xero U team – to produce educational videos. Drawing on my inner Steven Spielberg I’ve been writing scripts, recording audio and capturing screen demonstrations. Then I package it up and the extraordinary team at Xero U take my creation and magically tweak it [...]
To watch this video in high definition in YouTube click on the at gear icon in the transport bar and select 720 HD. If you find this video useful please like it, subscribe to my YouTube channel and share it with your friends. Minor underpayments in Xero A minor underpayment is not a partial payment. [...]
Hi! You’ve just clicked to watch a 37 minute introduction to Xero for new user’s video that I created. Now the reason why I created this, I’ve just put a little snippet on the front of this video, is because I realized users viewers were not watching the video correctly. To ensure that you view [...]
What has happened in this scenario is $ 2,000 has perhaps been deposited into the bank account. But the actual invoice in is $ 10,000 - I have received a partial payment of $2000. So what I need to do is apply that $ 2,000 to the $10,000 invoice and reduce that invoice into an [...]
Using Xero online accounting software software How to deal with multiple payments received as a single amount in the bank account Jot down total payments and the breakdown of payments Locate the lump payment Select Find & Match Select the matching transaction Select Reconcile button This video covers how to deal with multiple payments received [...]
Hi! In this session we’re going to cover how to deal with a payment incorrectly deposited into your business bank account. So, what has happened in this scenario is money into the bank account and it was a mistake and the money is simply transferred out to the bank account. What needs to happen is [...]
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 [...]
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 [...]
