Category Archives: Help

In any accounting software system, the list of account categories is commonly called the Chart of Accounts. This list helps categorize the assets, liabilities, equity, income, and expenses of your business. Occasionally, you may find that you need to add a new account to your Chart of Accounts. In Xero, creating new accounts can be […]

Xero’s multiple subscription levels, hundreds of add-ons, and numerous settings help you mold its framework to fit the unique requirements and workflows of your company. This exceptional flexibility makes it a great application for countless types of businesses. However, customization options in Xero go even further. Below we discuss some of the additional customizations available. […]

Having bank feeds activated in Xero makes reconciling your accounts a breeze. By setting up bank feeds, Xero automatically brings over transactions from your bank and credit card accounts. Setting up bank feeds is as easy as signing in to your online banking. Add a new bank account From the Dashboard, navigate to the Accounting […]

As part of our ongoing services with Xero clients, we periodically generate reports. Xero makes it easy to deliver these reports to our clients. In this article, we will discuss how we share reports with our clients and the steps they can take for viewing published reports in Xero. How it works First, we save […]

Xero came out with Files back in 2013. Have you had a chance to use Files yet? It’s surprising, but many Xero users that come to us are unaware of this feature. Files allows you to store documents securely within your Xero account. Today we are sharing one example of how we have been using […]