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Small businesses, accountants and bookkeepers locally and across the world trust Xero with their numbers. Access all Xero features for 30 days, then decide which plan best suits your business. Stay up-to-date with your business and see how different aspects are tracking and different areas performing.

• It is an award-winning cash flow forecasting tool that creates accurate and visual reports for you, and your business.
• 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.
• Explore Xero accounting software and its tools for small businesses, accountants, and bookkeepers.
• Regularly updated invoices give you a clearer picture of cash flow.
• If you raise invoices in Xero you only need to add GoCardless to your invoices and no further change to your workflow is required.
• The functionality of your Xero dashboard won’t change, but there are some small tweaks to the design that may take some getting used to.

This function allows you to keep payroll costs in one place rather than having to pull in information from a separate system. 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.

How To Use Xero in 13 Easy Steps

You also need to link to any active payment services to your Xero account. With a larger variety of payment options, it is easier for customers to pay you. Another benefit of regular reconciliation is that you’ll be able to use Xero add-on apps much more easily, as your data will be up-to-date. If you have an accountant, you can seek their help with this decision.

• If you have an accountant, you can seek their help with this decision.
• Once automated collection is enabled, every time you raise an invoice in Xero to that customer, the payment will be automatically collected on the invoice due date.
• Here are 13 steps to get you started using Xero to get a better handle on your finances.
• Nailing down your terms of payment can help you to improve your cash flow.

Float’s integration with Xero means no more manual data entry, and an always up-to-date and accurate forecast. Regularly updated invoices give you a clearer picture of cash flow. With a clear picture of your cash comes the ability to make better business decisions and avoid falling behind on outstanding payments. The Xero dashboard includes graphs showing total cash in and out, invoices owed to you, and bills you need to pay, to give you insights into your business cash flow. Once automated collection is enabled, every time you raise an invoice in Xero to that customer, the payment will be automatically collected on the invoice due date.

Payments are also automatically reconciled so you don’t need to spend time on manual data entry anymore. 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. In order to prevent duplicate payments from occurring, you will need to cancel your existing payment plans for merchants in GoCardless Dashboard. If you were to do it yourself, your customers would receive an email updating them about the cancelled payment plan which would most likely confuse them. Just a few minutes a week spent approving pre-matched items ensures your data is up to date.

Customize Xero with the Xero App Store

We analyse your needs, create insightful dashboards, teach you how to use them, and support you along the journey. Finally, if you work with one, ask your accountant to check your set up. They may need to add year-end conversion balances and can ensure that your year-to-date figures are as expected. Setting up payment reminders and organising your credit control systems can help you to get paid faster. The payroll overview is a comprehensive guide to take you through each step of the setup. You should reconcile weekly, if not daily, to ensure that your accounts are as accurate as possible.

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The functionality of your Xero dashboard won’t change, but there are some small tweaks to the design that may take some getting used to. The new version is designed to give you a consistent experience across Xero, while also improving speed and accessibility. All pricing plans cover the accounting essentials, with room to grow. Get a clear, up-to-date picture of the money in your bank accounts, credit card and PayPal accounts. If you are transferring payroll from another system in the middle of the financial year – don’t forget to add the opening balances.

Add your company’s branding

As Xero is connected to your bank, transactions are pulled through automatically. Xero remembers the last time you categorised a transaction, so you can simply click ‘OK’ if you want it to go to what is accumulated depreciation the same category. Xero is an online accounting software designed for small businesses. If you’re new to Xero, then this guide to getting started should help you quickly get up and running.

If you raise invoices in Xero you only need to add GoCardless to your invoices and no further change to your workflow is required. Check if the customers are matched to the customers in your Xero account. Here is a link to our support article that provides you with everything you need to know. The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard. We take care of complex data integration by connecting to Xero platforms (Accounting, Practice Manager, WorkflowMax) as well as a variety of other solutions. We’re experts at combining business consulting and data analytics to provide tailored solutions, maximising your operational efficiencies.

Float is one of the highest-rated Xero apps available on the marketplace. It is an award-winning cash flow forecasting tool that creates accurate and visual reports for you, and your business. Float pulls through the bills and invoices from your accounting software, using them to populate your forecast on a rolling-basis.

We combine the best of visually stunning dashboards with real-time data. Xero offers apps with a wide range of functionalities from cash flow forecasting, to document management, and many more. The Xero app marketplace is the best way to explore your options. Only set up payment reminders when you get into the habit of reconciling receipts daily. Chasing payment from customers that have already paid can tarnish your reputation. You can come back to this step once daily reconciliation is part of your routine.