from zero to hero with xero
TRANSCRIPT
From Zero to Hero
With Xero
So you’ve
chosen Xero for
your business
accounting?
Congratulations!
Xero is used by
more than half a
million small
businesses
globally.
It’s not only
beautiful, it’s
easy to use.
A winning
combination.
You may have
been using it for
a while & you
feel you aren’t
quite getting the
most out of it
Or maybe you’re
thinking of using
it in your business
but haven’t
made up your
mind yet
Well you’ve
come to the right
place!
I use Xero in my
business and for
my clients’
bookkeeping.
I could talk
about it for
hours….
But I won’t
because I’m sure
10 easy tips to
would make you
much happier.
rock Xero
So follow me
Search boxThe 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
Bank feedsXero’s super power. Your bank transactions are fed into your software making regular bank reconciliations a breeze.
2
3Online storageAttach 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.
4
Go mobileCheck up on your finances whilst out having your morning coffee. Invoice customers on the spot for faster payment.
5
Business logoIt only takes a few minutes to set up a great looking invoice and to get your professional brand out there, complete with logo.
6
Publishing reportsNo need to print off or email reports to interested parties, they can be saved right within Xero.
7
DashboardSet this up so that everything that is important to you shows up here and can be navigated to with the click of your mouse.
8
General Ledger backupBecause it’s nice knowing you’ve got a copy should you ever need it.
9
Bank rulesTell Xero how to treat regular transactions to avoid repeating the same data entry over and over again.
10
Invite your adviser inThis 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.
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
Happy
Bookkeeping
Website
WordPress
festivalbookkeeping.com.au
Festival Bookkeeping
Savvybookkeeping.wordpress.com
Festival Bookkeeping
Sarina Abbott