| Foreword |
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xv | |
| Introduction |
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1 | (6) |
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2 | (1) |
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3 | (1) |
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4 | (1) |
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4 | (3) |
| Part 1: Getting Started With Xero |
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7 | (108) |
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Chapter 1 Getting to Know Xero |
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9 | (16) |
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Understanding the Advantages of Xero |
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10 | (3) |
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Exploring Xero's Different Editions |
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13 | (3) |
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Homepage: Checking Out the Dashboard |
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16 | (1) |
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Understanding Your Team's Needs |
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17 | (4) |
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Integrating Xero into Your Strategic Planning |
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21 | (1) |
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Generating accurate, complete and timely data entry |
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21 | (1) |
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Introducing Management Reporting and the analysis capabilities of Xero |
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22 | (1) |
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Taking Advantage of Support Options |
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22 | (1) |
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Using Xero in a Training Environment |
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23 | (2) |
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Chapter 2 Getting Organised: Setting Up Xero from Scratch |
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25 | (38) |
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26 | (3) |
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Checking your browser and system requirements |
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26 | (2) |
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Collecting your business data |
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28 | (1) |
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29 | (9) |
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30 | (4) |
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34 | (2) |
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36 | (2) |
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Understanding Bookkeeping Basics |
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38 | (7) |
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Working out how account types affect your reports |
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39 | (3) |
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Creating a chart of accounts that works for you |
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42 | (1) |
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Developing your own chart of accounts |
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43 | (2) |
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Setting Up Your Chart of Accounts |
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45 | (5) |
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Using Xero's default Chart of Accounts |
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45 | (1) |
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Customising your chart of accounts |
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46 | (4) |
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Putting Your Accounts into Practice |
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50 | (5) |
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Checking your conversion balances |
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50 | (2) |
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Adding comparative balances |
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52 | (2) |
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Entering historical invoices, bills and credit notes |
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54 | (1) |
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55 | (3) |
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55 | (2) |
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57 | (1) |
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57 | (1) |
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58 | (5) |
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Chapter 3 Converting to Xero from Another System |
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63 | (28) |
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Preparing to Import Data from a Non-Accounting Program |
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64 | (1) |
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Converting paper-based records |
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64 | (1) |
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Working with spreadsheets |
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65 | (1) |
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Getting Ready to Convert from an Accounting Program |
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65 | (10) |
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67 | (3) |
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Converting exported CSV files into Excel |
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70 | (3) |
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Preparing data for import |
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73 | (2) |
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75 | (1) |
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75 | (14) |
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76 | (2) |
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78 | (1) |
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79 | (2) |
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81 | (1) |
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82 | (2) |
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84 | (2) |
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86 | (1) |
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87 | (1) |
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Unpresented payments or uncleared funds |
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88 | (1) |
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Turning Off Your Old System |
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89 | (2) |
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Accessing historical data |
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89 | (1) |
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89 | (1) |
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Confirming the switchover date |
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90 | (1) |
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Chapter 4 Fine-tuning Your Set-Up |
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91 | (24) |
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Tools of the Trade: Understanding the Dashboard |
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92 | (4) |
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Xero balance versus bank balance |
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93 | (1) |
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94 | (1) |
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94 | (1) |
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95 | (1) |
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96 | (1) |
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Dealing with expense claims |
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96 | (1) |
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96 | (6) |
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Understanding user access levels |
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96 | (2) |
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Inviting other users to access Xero |
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98 | (4) |
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Taking Advantage of Live Bank Feeds |
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102 | (5) |
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Activating live bank feeds |
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102 | (3) |
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Organising bank accounts on your dashboard |
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105 | (1) |
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106 | (1) |
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Manually Importing Statements |
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107 | (1) |
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107 | (5) |
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108 | (3) |
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111 | (1) |
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Using File Storage and the Xero Inbox |
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112 | (3) |
| Part 2: Daily Activities |
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115 | (142) |
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Chapter 5 Managing Your Contacts |
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117 | (20) |
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118 | (8) |
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126 | (1) |
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Connecting Your Contacts to Workspace or Office 365 |
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126 | (2) |
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Sync Xero contacts with Google contacts and Microsoft Outlook |
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126 | (1) |
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Connecting your email account to your contacts |
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127 | (1) |
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Tweaking Your Contacts after Set-Up |
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128 | (4) |
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128 | (1) |
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129 | (1) |
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130 | (1) |
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130 | (1) |
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Unpicking accidentally merged contacts |
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131 | (1) |
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Archiving your outdated contacts |
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132 | (1) |
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132 | (2) |
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Utilising Smart Lists CRM Functionality |
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134 | (3) |
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Chapter 6 Managing Your Sales |
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137 | (46) |
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Navigating the Sales Dashboard |
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138 | (3) |
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141 | (1) |
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Customers Owing the Most - list |
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141 | (1) |
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Customers Owing the Most - pie chart |
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141 | (1) |
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Mastering Basic Invoice Functions |
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141 | (12) |
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Creating a new sales invoice |
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142 | (4) |
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Accessing additional functionality in New invoice style |
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146 | (1) |
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Saving, approving and cancelling invoices |
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147 | (2) |
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Sending an invoice to a customer |
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149 | (4) |
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Mastering More Advanced Invoice Functions |
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153 | (16) |
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Designing clear invoices for a positive cash flow |
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154 | (8) |
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Working with repeating invoices |
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162 | (2) |
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164 | (1) |
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165 | (2) |
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167 | (2) |
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169 | (5) |
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Receipting against sales invoices |
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169 | (1) |
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170 | (1) |
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Recording income for a simple cash business |
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170 | (2) |
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Making use of batch payments |
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172 | (2) |
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Removing allocated payments |
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174 | (1) |
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Taking Advantage of Email Templates |
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174 | (5) |
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Defining your user email addresses |
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175 | (1) |
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Creating a new email template |
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176 | (2) |
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Deleting customised templates |
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178 | (1) |
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Connecting with contacts via social media |
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178 | (1) |
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Following Up on Outstanding Debtors |
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179 | (4) |
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Setting up invoice reminders |
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180 | (1) |
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181 | (2) |
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Chapter 7 Managing Your Payables |
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183 | (38) |
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Navigating the Purchases Dashboard |
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184 | (3) |
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Managing Your Supplier Bills |
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187 | (9) |
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187 | (4) |
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Approving and cancelling bills |
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191 | (2) |
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Generating a purchase order |
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193 | (3) |
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196 | (6) |
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Recording an individual payment |
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196 | (2) |
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198 | (3) |
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Removing allocated payments |
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201 | (1) |
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Mastering Other Payment Considerations |
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202 | (7) |
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202 | (1) |
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Working with Repeating Bills |
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202 | (2) |
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204 | (1) |
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205 | (2) |
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Sending remittance advice |
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207 | (1) |
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208 | (1) |
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Taking advantage of Hubdoc |
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209 | (1) |
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209 | (12) |
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Understanding Xero Expenses functionality |
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210 | (2) |
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Defining Expense Settings |
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212 | (1) |
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Adding a new expense claim |
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213 | (2) |
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Making mobile expense claims |
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215 | (2) |
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Submitting a claim for approval |
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217 | (1) |
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Reviewing and authorising the claim |
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217 | (1) |
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218 | (1) |
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Adding a new mileage claim |
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219 | (2) |
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Chapter 8 Reconciling Your Bank Accounts |
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221 | (36) |
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222 | (2) |
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Automagically Reconciling Accounts |
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224 | (5) |
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Understanding the hierarchy for matching |
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225 | (1) |
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Accepting transactions Xero has matched correctly |
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225 | (4) |
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Tweaking Transactions to Reconcile |
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229 | (7) |
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Matching misfit transactions |
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229 | (5) |
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234 | (1) |
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235 | (1) |
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235 | (1) |
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Reviewing other possible matches |
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236 | (1) |
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Taking Advantage of Cash Coding |
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236 | (4) |
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Getting familiar with Cash Coding |
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237 | (1) |
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Understanding bulk coding |
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238 | (2) |
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240 | (1) |
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Viewing Account Transactions |
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241 | (1) |
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Using the Spend Money and Receive Money Options |
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242 | (4) |
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243 | (1) |
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244 | (1) |
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244 | (1) |
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244 | (1) |
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Processing prepayments and overpayments |
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245 | (1) |
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Searching for a transaction |
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245 | (1) |
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246 | (8) |
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Resolving the difference between Xero balances and bank balances |
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247 | (2) |
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Undertaking detailed searches to find and recode transactions |
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249 | (4) |
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Unreconciling a bank transaction |
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253 | (1) |
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Removing and undoing a bank transaction |
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254 | (1) |
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What Happens in Life Happens in Xero |
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254 | (3) |
| Part 3: Making The Routine, Routine |
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257 | (74) |
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Chapter 9 Generating Reports |
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259 | (20) |
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Understanding the Reports Available in Xero |
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259 | (8) |
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Accessing Xero's business reports |
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260 | (5) |
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Selecting your favourite reports |
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265 | (1) |
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266 | (1) |
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267 | (7) |
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Customising report layouts |
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267 | (5) |
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Adding reporting Text Blocks and Footnotes |
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272 | (2) |
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274 | (1) |
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Understanding Xero's Different Reporting Options |
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274 | (2) |
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274 | (1) |
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275 | (1) |
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276 | (1) |
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276 | (1) |
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Accessing Management Reports |
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277 | (2) |
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Chapter 10 Mastering Your Weekly and Monthly Tasks |
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279 | (36) |
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Confirming Accounts are Complete |
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280 | (1) |
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Reconciling Bank Accounts, Credit Card and Online Payment Gateway Accounts |
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281 | (2) |
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Checking Off the Transactions in Your Clearing Accounts |
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283 | (1) |
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Reconciling Your Consumer Tax Control Account |
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284 | (3) |
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Reviewing Your Business Information |
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287 | (4) |
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General Ledger Exceptions report |
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287 | (1) |
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287 | (1) |
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288 | (2) |
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290 | (1) |
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Reporting to Your Tax Authority |
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291 | (19) |
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292 | (4) |
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296 | (2) |
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298 | (3) |
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301 | (1) |
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302 | (1) |
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303 | (3) |
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306 | (3) |
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Recording payments to your tax authority |
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309 | (1) |
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Taking Advantage of Xero's Budget Functions |
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310 | (4) |
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311 | (2) |
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Reviewing and editing your budget |
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313 | (1) |
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Setting a Period Lock Date |
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314 | (1) |
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Chapter 11 End of Financial Year Reporting |
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315 | (16) |
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Getting Ready for the End of the Financial Year |
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316 | (3) |
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Finding out where you're at |
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316 | (1) |
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317 | (1) |
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Reconciling tax payments for the year |
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318 | (1) |
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318 | (1) |
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Preparing Accounts for Your Tax Accountant |
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319 | (5) |
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Helping with Tax Accountant Tasks |
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324 | (5) |
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Enabling your tax accountant to work directly in Xero |
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325 | (1) |
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Exporting general ledger transactions |
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325 | (1) |
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326 | (3) |
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329 | (4) |
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Publishing end-of-year reports |
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329 | (1) |
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329 | (2) |
| Part 4: Getting The Most Out Of Xero |
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331 | (108) |
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Chapter 12 Monitoring Your Business |
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333 | (46) |
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334 | (4) |
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Using Xero to set realistic targets and strategies |
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335 | (1) |
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Setting KPIs and rewarding success |
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336 | (1) |
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Reviewing your business strategy |
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337 | (1) |
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Generating Useful Information |
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338 | (14) |
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Taking advantage of management reports |
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338 | (3) |
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Delving deeper into the Executive Summary report |
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341 | (4) |
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Assessing your performance |
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345 | (1) |
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346 | (1) |
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346 | (1) |
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Customising the Management Report |
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346 | (2) |
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Unravelling the Business Performance dashboard |
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348 | (4) |
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Exploring the Analytics Plus Reports |
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352 | (2) |
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The Business Snapshot report |
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352 | (1) |
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353 | (1) |
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Understanding Xero's Tracking Options |
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354 | (7) |
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355 | (1) |
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Working out what your business should track |
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355 | (1) |
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356 | (1) |
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Editing, deleting and applying Tracking options |
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357 | (1) |
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Reviewing Tracking reports |
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358 | (1) |
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Tracking conversion balances |
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359 | (2) |
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Maintaining Budget Control: Budget Manager |
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361 | (1) |
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362 | (17) |
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Defining Project Settings |
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364 | (1) |
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365 | (2) |
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367 | (1) |
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368 | (3) |
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371 | (2) |
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Raising a Deposit Invoice for a Project |
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373 | (1) |
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Invoicing billable Tasks & Expenses |
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374 | (1) |
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Raising a Project Invoice |
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375 | (1) |
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Tracking Project time entries from your mobile device |
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375 | (2) |
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377 | (2) |
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Chapter 13 Managing Your Inventory Items |
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379 | (14) |
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Understanding Inventory Items |
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380 | (2) |
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Periodic and perpetual inventory |
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380 | (1) |
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Defining inventory accounts |
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381 | (1) |
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Setting Up a Xero Inventory Item |
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382 | (3) |
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382 | (3) |
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Importing and exporting item details and importing opening balances |
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385 | (1) |
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385 | (3) |
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Making use of inventory items reports |
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385 | (1) |
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Searching for and reviewing inventory items |
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386 | (1) |
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Editing and deleting inventory items |
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386 | (2) |
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Adjusting Inventory Balances |
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388 | (4) |
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388 | (1) |
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Adjusting untracked inventory values |
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389 | (1) |
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Adjusting tracked inventory quantities |
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390 | (1) |
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Adjusting tracked inventory values |
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391 | (1) |
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Accessing Online App Solutions |
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392 | (1) |
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Chapter 14 Working with Fixed Assets |
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393 | (16) |
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393 | (13) |
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Entering a fixed asset into the register |
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394 | (7) |
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Dealing with depreciation |
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401 | (2) |
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Tax reporting and asset pooling |
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403 | (1) |
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Selling or removing a fixed asset from the register |
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403 | (3) |
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Accessing Fixed Asset Reports |
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406 | (3) |
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Chapter 15 Working with Multi-Currency Transactions |
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409 | (14) |
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Setting Up Multi-Currency in Xero |
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410 | (2) |
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410 | (1) |
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Adding currencies to Xero |
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410 | (2) |
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Processing Multi-Currency Transactions in Xero |
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412 | (8) |
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412 | (1) |
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Working with foreign currency exchange rates |
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413 | (1) |
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Creating a foreign currency invoice |
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413 | (5) |
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Purchasing in a foreign currency |
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418 | (2) |
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Conversion Balances and Multi-Currency Bank Accounts |
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420 | (1) |
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Viewing Reports in Foreign Currency |
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420 | (3) |
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Chapter 16 Exploring the Xero Marketplace |
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423 | (16) |
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Working with Xero to Xero Networks |
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424 | (1) |
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Understanding the Benefits and Risks of Cloud App Solutions |
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425 | (3) |
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What to look for when choosing an app |
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425 | (1) |
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Ascertaining implementation costs |
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426 | (1) |
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Working out if the solution is right for you |
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427 | (1) |
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427 | (1) |
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428 | (1) |
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Understanding data usage and security |
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428 | (1) |
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Making Use of Online Cloud Integration Specialists |
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428 | (1) |
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Getting a Feel for Available Solutions |
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429 | (8) |
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430 | (1) |
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431 | (1) |
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431 | (1) |
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432 | (1) |
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432 | (1) |
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432 | (1) |
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433 | (1) |
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434 | (1) |
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434 | (1) |
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435 | (1) |
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435 | (1) |
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436 | (1) |
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436 | (1) |
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436 | (1) |
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Looking at Custom Integration |
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437 | (2) |
| Part 5: The Part Of Tens |
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439 | (14) |
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Chapter 17 Ten (Plus One!) Tips for Long-Term Success with Xero |
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441 | (6) |
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442 | (1) |
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Make Use of Networking Technology and Apps |
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442 | (1) |
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Export and Visually Organise Data |
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442 | (1) |
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Set up Bank Feeds and Reconcile Regularly |
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443 | (1) |
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Use the Batch Payments Feature |
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443 | (1) |
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Keep Bank Accounts for Business Use |
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444 | (1) |
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444 | (1) |
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Use Tracking to Enhance Reporting Options |
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444 | (1) |
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Take Advantage of Repeating Bills and Invoices |
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445 | (1) |
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Collaborate with Your Xero Advisory Team |
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445 | (1) |
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Effectively Tap into Online Storage Features |
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446 | (1) |
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Chapter 18 Ten Common Mistakes Made in Xero and How to Avoid Them |
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447 | (6) |
|
Not Making Use of Expert Help |
|
|
447 | (1) |
|
Not Understanding Terminology Differences |
|
|
448 | (1) |
|
Messing Up Bank Reconciliation Autosuggestions |
|
|
449 | (1) |
|
Using a Communal User Account |
|
|
449 | (1) |
|
Not Deleting Old User Accounts |
|
|
449 | (1) |
|
Thinking Your Xero Emails Are Stored |
|
|
450 | (1) |
|
Not Realising the Subscriber Owns and Controls the Data |
|
|
450 | (1) |
|
Trying to Make Xero Do What Your Old System Did |
|
|
451 | (1) |
|
Watching Your Bank Feeds Refresh |
|
|
451 | (1) |
|
Paying Full Price If You're a NFP |
|
|
451 | (2) |
| Index |
|
453 | |
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