From Zero to Hero with Xero
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How you can make the most of Xero accounting software - tips from Festival Bookkeeping.
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From Zero to Hero with Xero
- 1. From Zero to Hero With Xero
- 2. So you’ve chosen Xero for your business accounting?
- 3. Congratulations! Xero is used by more than half a million small businesses globally.
- 4. It’s not only beautiful, it’s easy to use. A winning combination.
- 5. You may have been using it for a while & you feel you aren’t quite getting the most out of it
- 6. Or maybe you’re thinking of using it in your business but haven’t made up your mind yet
- 7. Well you’ve come to the right place!
- 8. I use Xero in my business and for my clients’ bookkeeping. I could talk about it for hours….
- 9. But I won’t because I’m sure 10 easy tips to would make you much happier. rock Xero
- 10. So follow me
- 11. Search box The fast way to get around. Type in the information you have to hand, eg contact name or amount. Up comes a list of relevant transactions to choose from. 1
- 12. Bank feeds Xero’s super power. Your bank transactions are fed into your software making regular bank reconciliations a breeze. 2
- 13. 3 Online storage Attach source documents to your transaction. For example, take a photo of a receipt and upload it into Xero. No more digging back through folders or boxes trying to find information.
- 14. 4 Go mobile Check up on your finances whilst out having your morning coffee. Invoice customers on the spot for faster payment.
- 15. 5 Business logo It only takes a few minutes to set up a great looking invoice and to get your professional brand out there, complete with logo.
- 16. 6 Publishing reports No need to print off or email reports to interested parties, they can be saved right within Xero.
- 17. 7 Dashboard Set this up so that everything that is important to you shows up here and can be navigated to with the click of your mouse.
- 18. 8 General Ledger backup Because it’s nice knowing you’ve got a copy should you ever need it.
- 19. 9 Bank rules Tell Xero how to treat regular transactions to avoid repeating the same data entry over and over again.
- 20. 10 Invite your adviser in This has to be my favourite. If my client has a quick question I can log right into their file from wherever I am and help them straight away.
- 21. So now that you’ve seen how easy it is to go from Zero to Hero with Xero, why not log in or test drive Xero now and put these 10 tips into action
- 23. Website Facebook WordPress Instagram LinkedIn Email festivalbookkeeping.com.au Festival Bookkeeping Savvybookkeeping.wordpress.com Festival Bookkeeping Sarina Abbott sarina@festivalbookkeeping.com.au