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Training Videos to help you educate and empower the Xero community

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 ...

2017-03-01T14:28:10+10:00March 28th, 2015|

Analysis of the Xero International Add-On Market Place

Xero add-ons are kind of like apps for your iPhone. The add-ons plugs into Xero extending the functionality of the cloud based business solution. In this simple analysis, I counted the number of available solutions, by both Industry and Category across the counties Xero is offered in. Note: You used to be able to filter ...

2021-01-19T11:35:09+10:00September 8th, 2014|

How to un-archive a system account in Xero

Setting the scene: My accountant uses SAGE HandiSoft to process my businesses tax. We mapped all the account codes in the business Xero file to the SAGE Handisoft accounts he uses; I exported my data out of Xero and into his solution. Advisor>Export>Sage HandiLedger I use multi-currency which automatically creates 3 accounts:- 497 Bank Revaluations ...

2017-03-01T14:28:16+10:00August 10th, 2014|

I’m a bookkeeper. I’m interested in learning Xero. Where can I start?

I’m frequently approached by bookkeepers asking me where they should start learning Xero. My suggestion is to block out a short amount of time, every day in your calendar and work your way through the variety of Xero training opportunities available. When I started out I blocked out 15 minutes every day. Who doesn’t have ...

2018-09-16T05:43:04+10:00August 2nd, 2014|

Xero video Multiple payments receipted into bank account as a lump sum

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 ...

2017-03-01T14:28:23+10:00May 29th, 2014|

Dealing with a payment incorrectly deposited into bank account

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 ...

2017-03-01T14:28:25+10:00May 29th, 2014|
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