Introduction to Xero

Xero is a beautiful cloud-based accounting software package that millions of people love using to run their small business.

Xero is available all over the world and runs in the cloud. This means you can do your finances using any device with an internet connection – any time, anywhere.

Day to Day Bookkeeping

Learn how to use Xero for everyday bookkeeping, setting up your account to deliver a tailor-made experience for your business.

Accessing Help & Support

When you get stuck with something in Xero there’s a number of ways you can get support. This video shows you more about this.

The Xero Dashboard

Customising your Xero Dashboard will allow you to tailor your Xero account to your individual needs and requirements.

Bank Reconciliation

Reconciliation of transactions is handled effortlessly and effectively in Xero, learn how to reconcile payments, expenses and more in this helpful video.

Using Inventory

Managing your inventory can be done using the Xero solution also. Find out more about how you can do this with this video.

Contacts

Keep your contacts all in one place with the Contacts management built into Xero. Keep your client information up to date with the Contacts system.

Online Quoting

Do you send quotes? Use the quoting solution provided by Xero to do it. Create proposals and e-mail them directly to your clients. This video offers more insight into this functionality that is built into Xero.

Entering Sales Invoices

Need some advice about how to use Xero for entering sales invoices? This video offers an excellent insight into how you can achieve this with your Xero account.

Purchase Bills

Keep your purchase bills in one place and keep a track of them with Xero. Reconcile them against payments and more.

Repeating Invoices

Sending someone a monthly invoice? Repeating invoices presents a raft of options for sending repeat invoices to your customers. This video offers great insight into this element of Xero.

Entering Expense Claims

This video shows how to enter an expense claim into Xero and how the solution deals with the input.

Using Smart Lists

This video offers great insight into your existing clients and how you can use Smart Lists for special promotions and more.

The Budget Manager

Manage your budget with the built-in Xero budget manager. This video offers more information about how you can use it for your organisation.

Xero Mobile

Keep track of things on the go with the Xero mobile app. Find out more about the app with this video.

The App Marketplace

Extend the Xero functionality with a range of useful 3rd party apps available from the app marketplace. Learn how to integrate them and see what is available.