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Xero

Xero

Articles to assist clients to use and make the most out of Xero

Banking

How to create Bank Rules in Xero

How to Process a BAS Payment in your bank account in Xero

How fix coding errors in Xero

What happens if there is a bank fee included in a transaction amount?

What happens if an amount doesn't quite match in Xero?

Where do I set up recurring transactions in Xero?

Where do credit card statements go in Xero?

What if the bank feed misses some transactions?

We don't use invoices so how do we code stuff

Set up Bank Feeds in Xero

Remove and redo (can I redo a transaction I have coded incorrectly)

Reconciling Bank Accounts in Xero

I think there are duplicate transactions in my bank account

How to Reconcile Payroll Payment Transactions in Xero!

How does Xero manage loans or mortgages?

How do I code dishonoured payments in Xero?

How do I code a cash refund?

How do I transfer money between accounts in Xero?

How do I check for unpresented cheques?

How do I add a bank account in Xero?

How does Xero manage loans or mortgages?

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Supplier Bills and Accounts Payable

How to Reconcile Multi Currency

How do I record expenses using my phone?

How do I do a purchase order in Xero?

How do I email documents including invoices to Xero?

Can I pay multiple bills at once?

Where do I find a list of bills I haven't paid yet?

A supplier owes me a credit how can I account for that?

Can Xero do 'buyer created bills'

I overpaid a supplier with a cheque how can I track that?

Are there any short cuts within Bills?

Adding a supplier bill in Xero

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Invoicing and Accounts Receivable

Add credit note (can I add a note to a Debtor Invoice)

Creating sales invoice

How do I code a discount?

Can I change my invoices after I approve them?

How do I credit a customer?

Sometimes our customers want a one off delivery address how do I do that?

Do I have to add a contact before I can invoice them?

When I invoice a customer can I change parts of the invoice?

Can my customers pay for their invoices on-line?

Can you change how the invoice looks to my customers?

Our customers have paid their account 1c short, how do I fix that?

Can I automate the invoice dates for some customers?

Can I set a customer up for a standard discount?

There is no bank account on our invoices, how do I get that in?

Can I attach a signed copy of an approval to a customer invoice?

Do I reconcile my foreign currency invoices in my currency or theirs?

Are we able to customise our invoices?

We want to add a message to our emailed invoices, can we?

Add credit note (how do I credit part of an invoice)

Default invoice

Document customising

Customer over-payments

Debtor collection note

Repeating invoices

Invoice branding

Customer part payment

Customer split payments

How to create recurring invoice in Xero?

How does Xero chase up unpaid client invoices?

New invoicing in Xero

Credit Checks for New Clients

Sending an invoice

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Payroll and Superannuation

How do I setup STP on Xero?

Video on Single Touch Payroll (STP) in Xero

How to pay superannuation through Xero

How to Process Leave Types in Xero

How to process Payroll in Xero?

How to process STP in Xero

How does Xero manage Single Touch Payroll?

How to get payroll started in Xero

Approving Employee Time Sheets in Xero

How can I pay staff for their expenses?

How to approve employee leave in Xero

How to manage employee time sheets in Xero

How to add employees in payroll in Xero

Xero for Employees

Setting Up Payroll in Xero

Employees Portal in Xero

How to set up a pay template in Xero

How to process a complex pay run in Xero

How to add a simple pay run in Xero

How do I reconcile the pays in my Bank Account?

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Other FAQ

How to process a BAS Refund in your bank account in Xero.

Two Step Authentication In Xero

Where do I allocate COVID 19 Stimulus Payments in Xero

Xero's new Navigation

Can I manage my client projects in Xero?

How can I manage employee expense claims?

Does Xero have Quotes?

How to use files in Xero?

How can I store documents and files in Xero?

So can you explain the Xero dashboard for me

Can I use Xero to market to my clients

How do I set up PayPal in Xero?

Can I set up Fixed Assets in Xero?

Can I change my email log in address?

Is there any way Xero can track our Petty Cash?

We do our budgets manually - don't suppose Xero has budgets?

Our sister company uses Xero can we use each others information?

I want to go to Xero direct with my subscription, how do I do that?

What sort of reports can I get out of Xero?

I have a staff member I only want them to invoice only not see the bank accounts

I haven't coded a transaction the right way can I redo it?

Xero keeps putting the wrong information in when I want to reconcile

I can't work out the foreign currency in Xero

What if a supplier sends only part of our order?

Is it possible to have one Xero account and several Cost centres?

Can I get my partners into Xero

Can I deal with expense claims separately to the reconcile screen?

What if I made 2 contacts for the same person?

How do I get more detail on reports

Can you slice and dice reports in Xero?

Can I export information to my Google Account?

Fixed asset register

Adding payment services

Email Settings

Repeating Invoices

Tracking Sales & Bills

Inviting another user into Xero

Split payments

Altering standard email message sent to customers

Adding email addresses

What is Xero?

How do I transfer my Subscription to XO Accounting?

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