Category Archives: Help

In a previous article, we discussed how to use keyboard shortcuts in Xero, but Xero recently released a new Global Search tool. We heard about it all over the Xero world! We tested it ourselves and now we are here to show you how to get the most out of Xero Global Search. What you […]

We all know that Xero creates a user-friendly method to receive money from customers and spend money on the goods and services that your company needs. However, what if you receive a credit from a supplier and want to apply it to future bills? Xero manages Credit Notes quite expertly. In Part I of this […]

We all know that Xero creates a user-friendly method to receive money from customers and spend money on the goods and services that your company needs. However, what if you receive a credit from a vendor and want to apply it to future bills? Xero can easily manage credit notes for you. We have a […]

We really love doing reconciliations. Most people do not. Manual, paper-based account reconciliation can take some time. If you have struggled with reconciling in the past, be assured that it can get better. With the help of Xero, you can come to enjoy reconciling your bank accounts. Xero’s tools make reconciling much easier than it used […]

If you are using Xero, you likely have learned it contains many features to simplify invoicing to customers. One of those features is Products & Services. In this article, we will discuss how using Products & Services in Xero can automate your invoicing to save time. Setting up products and services is fairly simple In […]

If you were using a paper accounting system, it’s unlikely that you would let everyone dig through file folders, peer at your checkbook register, or look at other employees’ pay stubs. Xero knows this, so it provides an easy way to assign employees through user roles. By requiring everyone to sign in using their own […]

By using Quotes in Xero, you can email clients quotes and they can accept with the click of a button. As with many other features in Xero, online quotes are simple to use. Let’s see how. Creating & Sending Quotes From the Dashboard, navigate to the Business menu and select Quotes. In this overview screen, […]

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 […]