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For more information on customising your chart of accounts, click here. To make changes to your accounts, go to Accounting > Chart of Accounts. You can add, customise, or delete these accounts to match the needs of your business. However, if you are your own bookkeeper then we recommend using Xero’s default chart of accounts. If you have an accountant, you can seek their help with this decision.
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If you are switching from another accounting software, then you can import your chart of accounts into Xero, or modify the default chart of accounts. Having shorter payment terms can help you to get paid earlier. Nailing down your terms of payment can help you to improve your cash flow. To set up various branding schemes, go to Settings > Invoice Settings Next, you can set up your invoices with terms of payment, contract, and logo.
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Go to Settings > Organisation Settings to input or update your business’s contact details, including: This information needs to be displayed on any invoices you issue.
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If you have a limited company, ensure that you have a registration number and registered office address. The first step to learning how Xero works is to watch the ‘Xero Dashboard’ video, which can be found in the top left corner of your Xero dashboard. Here are 13 steps to get you started using Xero to get a better handle on your finances. If you’re new to Xero, then this guide to getting started should help you quickly get up and running.
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To book a time, call us today on (08) 8376 0455 or complete your details in the box at the top of this page.Xero is an online accounting software designed for small businesses. At this meeting you can expect practical advice designed to help you accelerate your business success. We invite you to book a FREE, consultation to discuss your business software needs.
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For more information visit Xero Online Accounting Software If you would like a demonstration of the software to assess the suitability to your business contact us today. Ultimately the idea is to let you spend more time working ON your business and less time doing your books.
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With Xero your data is never out-of-date and software updates are free and automatically available when you login. The attraction of Xero online accounting software is that you can work on any system (Mac, Windows or Linux) plus, there’s a mobile version specifically designed for smartphones.Īll your invited users have access to the latest version of your financial data and you never need to worry about installing software or updates. This small business accounting software program is relatively simple to use and your data is completely secure, even if your computer is lost or stolen. With cloud based programs like Xero you can log in online anytime, anywhere on your Mac, PC, tablet or smart phone to get a real-time view of your cashflow. We offer you training to use the program and support is only a phone call away. This means you can get bookkeeping assistance and valuable advice in real-time. You can access your records via the internet and invite your accountant or bookkeeper to view your accounts at the same time. Increasingly our clients are opting for a cloud based solutions like Xero because they let you run your business from work, home or on the go. For that reason we support a number of programs including MYOB, Quickbooks Online, MYOB Essentials and Xero (pronounced zero).
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