Xero

The Xero Dashboard

Keep track of small business finances

There are countless things to keep track of when you’re running a small business – and one of the most important is your finances.

With the Xero Dashboard, you can easily see your overall business performance. You can also keep a close eye on key financials from your Chart of Accounts.

See how much money you’re expecting to come in from customers, easily create invoices at the click of a button, review what’s due to go out to suppliers and see when payments are due.

You can also manage expense claims and receipts, see all your bank activity and reconcile transactions with ease.

Check out this video tutorial to learn how you can use the Dashboard in Xero to manage your small business finances.

Learn more about tracking and managing your small business finances with confidence and ease: http://www.xero.com/


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.

Traditionally, you had to take your bank statement and manually entered the transactions into your desktop accounting software. Then you needed to perform a reconciliation to make sure the two balances agreed.

Xero has simplified this process. Your bank statement is already in your software. Login and see your imported statement on the left, waiting to match your accounting transactions on the right.

What’s more, should you ever get stuck, you can easily collaborate with your accountant. Xero gives you the option to leave a question for them, which they’ll see the next time they log in.

This video tutorial shows you how easy it is to perform bank reconciliation using Xero accounting software.

Learn about more of the benefits of an online accounting system: http://www.xero.com/accounting-software/


Sales and online invoicing in Xero

Xero accounting software helps make your sales and invoicing process easy to manage. Even invoicing your clients and getting paid is a fast and seamless process.

With Xero, when you email your customer an invoice, they can access it online and pay in a few seconds with the click of a button. If they use Xero too, they can even save the invoice directly into their Xero organisation. It’s the magic of online invoicing.

There’s plenty you can do to keep track of your sales in Xero. Simply head to the accounts menu and selects ‘Sales’ to get to the sales dashboard. The graphs and charts make it easy to see who owes what and when it’s due – so you know who needs to be followed up.

You can search by contact, invoice number, reference or other filters. Drilling down will take you to your full invoice listing, where you can navigate by tab and sortable columns. By clicking on the expected date on an invoice, you can flag when you expect a payment to arrive, which will reflect on the ‘money coming in’ figures on your dashboard and help you keep a handle on cashflow.

Check out this video tutorial to learn how to master online invoicing and how to use the sales dashboard in Xero.

Check out our top seven invoicing tips: http://www.xero.com/nz/small-business-guides/invoicing/invoice-payment-terms/


Purchases in Xero

Xero Essentials: Purchases

Managing your bills in Xero accounting software helps you stay organised, manage cashflow and pay your suppliers on time.

This video tutorial shows you how it’s done!

Let Xero take the pain out of managing your bills: xero.com/signup/


Reporting in Xero

Xero Essentials: Reporting

With Xero you can view and share interactive reports and budgets – all prepared in a single click. Both accountants and businesses have a real-time view of the financials, anytime, from anywhere.

Check out this video tutorial and explore the report centre to see how Xero accounting software helps you keep your business finances on track throughout the year.

Try Xero accounting software for free: xero.com/signup/


Adding New Users in Xero

Xero Essentials: User Roles

With Xero accounting software, multiple users can access the same set of data in the cloud at the same time, from any device.

This video tutorial shows you how to invite new users and set up the appropriate level of access.

Try Xero accounting software for free: xero.com/signup/


The Chart of Accounts

Xero Essentials: The Chart of Accounts

With desktop accounting software, accountants and their clients typically work from separate systems and separate ledgers – even for the same business!

Now with Xero’s single ledger, both accountants and their clients can access the same set of data in the cloud for a real-time view of the business financials.

This video tutorial takes a closer look at the backbone of the single ledger in Xero – the Chart of Accounts.

Try Xero accounting software for free: xero.com/signup/

A FEW WAYS WE CAN HELP

Conversion

When you’re already stretched for time, how can you possibly squeeze even more hours out of your day? Focus on the fundamentals of what you do well, and leave the rest up to advisor’s you trust! With Cartmill Stewart & Co, trust is predicated upon three core values: experience, knowledge, and relationships.

Implementation

When you’re already stretched for time, how can you possibly squeeze even more hours out of your day? Focus on the fundamentals of what you do well, and leave the rest up to advisor’s you trust! With Cartmill Stewart & Co, trust is predicated upon three core values: experience, knowledge, and relationships.

Training

When you’re already stretched for time, how can you possibly squeeze even more hours out of your day? Focus on the fundamentals of what you do well, and leave the rest up to advisor’s you trust! With Cartmill Stewart & Co, trust is predicated upon three core values: experience, knowledge, and relationships.