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How do I locate a Sales invoice in Xero? From the dashboard click on Accounts > Sales to access the Sales Dashboard From the Sales Dashboard, drill down on the relevant tab to find the sales invoice, e.g. the ‘See All’ tab shows all sales invoices. How do I change the date of a Sales ...
I've re-printed here with permission an extract from a recently published Xero blog. Management reporting is one of my favourite areas, so I was interested it gain some insights into the different solutions available. Spotlight Reporting What industry/sector/business/function does your add-on support? “Advanced management reporting and business intelligence for start-ups, businesses, franchises and not-for-profits.” Tell us ...
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 ...
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 ...
Small businesses will often have fewer resources and employees. Suitable technology helps to level the playing field and gives small businesses an opportunity to compete with more established brands and bigger businesses. Using business appropriate software is not enough it has to be up to date in order to help you compete with other businesses ...
So you're a small business and you want an inventory solution, or you're a consultant or cloud integrator and you need to find a suitable inventory solution for your client. If you're not closely affiliated with a particular solution (which I'm not) you need to look at the options available on the market = time drain! ...
Yes! You can use Xero cashbooks for your personal finances. Xero cashbooks has bank feed options, spend and receive money, and has the look and feel of the business version of Xero so it's easy to use! As you would expect it does not include payroll or inventory, or the ability to raise invoices or bills. It does ...
Minute Dock is an online Time Tracking solution Minute Dock is an online Time Tracking solution, that syncs with Xero ideal for those who bill by time .Before using MinuteDock my desk and PC monitor where covered with post-it notes recording time I’d spent with clients. Invoicing clients ended up being a time consuming process, ...
An article about my experience with the installation of the Xero for WooCommerce license. I’ve recently had the Xero for WooCommerce license installed on my WordPress website. This enables details of every purchase made on my website to populate Xero, my online accounting system, at warp speed. I estimate this set-up saves me about 15 minutes a ...
