The Xero Dashboard

The Xero Dashboard displays all of your most important financial information – so you don’t need to trawl through all of your data to get a clear view of your business. Stay on top of cashflow and see all your bank balances, invoices, bills...

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How to nail invoice management

Build invoicing into the heart of your workflow Some businesses treat invoicing as an afterthought. It’s seen as a tedious necessity or a chore – something that’s unavoidable and can never be interesting. That’s unfortunate because those businesses are missing out on some important...

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Invoice Reminders in Xero

Instead of you spending hours chasing overdue payments, Xero can automatically email reminders to your customers. Just set and forget. Use the preset timeframes or adjust them to suit your business. Tailor the email message and the days overdue as needed. When your customer...

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Bank Reconciliation in Xero

Xero is designed to automatically import your bank, credit card and PayPal transactions using bank feeds to make reconciling your bank accounts faster and easier. Before now, you had to take your bank statement and manually entered the transactions into your desktop accounting software....

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Security Advice from Xero

If you ever receive an unsolicited email that looks like it’s from a well known company asking you to verify personal details like your login, or to open or download a file, this may be what’s called a phishing scam. These emails might look...

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Split Screen on your iPad

Save time and do more with Xero on your iPad! Split-screen multitasking means you can work in Xero and access other apps at the same time. View an order from a customer that came through as an email side-by-side with the invoice you create...

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Manage bills and purchases in Xero

Managing your bills and purchases in Xero accounting software helps you stay organised, stay on top of cashflow and pay your suppliers on time. The Purchases tab in Xero gives a complete, easy-to-understand overview of your bills and purchase orders. Here you can create...

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Billable expenses in Xero

Sometimes to get the job done you’ll incur expenses you need to bill back to the customer. In Xero you can easily track billable expenses and include them on your next sales invoice. While you’re entering the bill, simply mark any items as billable...

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How to connect Xero to Gmail

Bring all your customer activity, transactions and emails together in one place with Gmail integration in Xero. To set up, select the email tab in any contact and ‘Connect to Gmail’. You will then be prompted to sign into your google account. Accept the...

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Back to Basics

Sometimes we forget the basics of software programs we may have been using for a while or we simply didn’t ever learn them to start with – so here’s a quick video on shortcuts you can use to make life easier in Xero.

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Two Step Authentication

Keeping your financial data safe from malware and hackers is imperative. Xero has a Two Step Authentication process. If your login details are ever compromised you can be sure those seeking to do the wrong thing won’t be able to access your account. All...

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Notifications in Xero

Notifications in Xero makes it easy to stay on top of what’s new, what’s important and what you need to know or learn – in the one place where you work everyday. No more searching an Inbox. No more missing an update. Explore when...

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Sales quotes in Xero Released

On Wednesday Xero released the ability to issue quotes from the software. Many small businesses win work by using sales quotes. Quotes drive sales, which, in turn, generate revenue and build relationships with customers. Yet many businesses don’t realise that quotes can also cost...

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