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Xero
Articles to assist clients to use and make the most out of Xero
Invoicing and Accounts Receivable
- Add credit note (can I add a note to a Debtor Invoice)
- Creating sales invoice
- How do I code a discount?
- Can I change my invoices after I approve them?
- How do I credit a customer?
- Sometimes our customers want a one off delivery address how do I do that?
- Do I have to add a contact before I can invoice them?
- When I invoice a customer can I change parts of the invoice?
- Can my customers pay for their invoices on-line?
- Can you change how the invoice looks to my customers?
- Our customers have paid their account 1c short, how do I fix that?
- Can I automate the invoice dates for some customers?
- Can I set a customer up for a standard discount?
- There is no bank account on our invoices, how do I get that in?
- Can I attach a signed copy of an approval to a customer invoice?
- Do I reconcile my foreign currency invoices in my currency or theirs?
- Are we able to customise our invoices?
- We want to add a message to our emailed invoices, can we?
- Add credit note (how do I credit part of an invoice)
- Default invoice
- Document customising
- Customer over-payments
- Debtor collection note
- Repeating invoices
- Invoice branding
- Customer part payment
- Customer split payments
- How to create recurring invoice in Xero?
- How does Xero chase up unpaid client invoices?
- New invoicing in Xero
- Credit Checks for New Clients
- Sending an invoice
Supplier Bills and Accounts Payable
- How to Reconcile Multi Currency
- How do I record expenses using my phone?
- How do I do a purchase order in Xero?
- How do I email documents including invoices to Xero?
- Can I pay multiple bills at once?
- Where do I find a list of bills I haven't paid yet?
- A supplier owes me a credit how can I account for that?
- Can Xero do 'buyer created bills'
- I overpaid a supplier with a cheque how can I track that?
- Are there any short cuts within Bills?
- Adding a supplier bill in Xero
Other FAQ
- Inviting another user into Xero
- How to process a BAS Refund in your bank account in Xero.
- Two Step Authentication In Xero
- Where do I allocate COVID 19 Stimulus Payments in Xero
- Xero's new Navigation
- Can I manage my client projects in Xero?
- How can I manage employee expense claims?
- Does Xero have Quotes?
- How to use files in Xero?
- How can I store documents and files in Xero?
- So can you explain the Xero dashboard for me
- Can I use Xero to market to my clients
- How do I set up PayPal in Xero?
- Can I set up Fixed Assets in Xero?
- Can I change my email log in address?
- Is there any way Xero can track our Petty Cash?
- We do our budgets manually - don't suppose Xero has budgets?
- Our sister company uses Xero can we use each others information?
- I want to go to Xero direct with my subscription, how do I do that?
- What sort of reports can I get out of Xero?
- I have a staff member I only want them to invoice only not see the bank accounts
- I haven't coded a transaction the right way can I redo it?
- Xero keeps putting the wrong information in when I want to reconcile
- I can't work out the foreign currency in Xero
- What if a supplier sends only part of our order?
- Is it possible to have one Xero account and several Cost centres?
- Can I get my partners into Xero
- Can I deal with expense claims separately to the reconcile screen?
- What if I made 2 contacts for the same person?
- How do I get more detail on reports
- Can you slice and dice reports in Xero?
- Can I export information to my Google Account?
- Fixed asset register
- Adding payment services
- Email Settings
- Repeating Invoices
- Tracking Sales & Bills
- Split payments
- Altering standard email message sent to customers
- Adding email addresses
- What is Xero?
- How do I transfer my Subscription to XO Accounting?
Banking
- How to create Bank Rules in Xero
- How to Process a BAS Payment in your bank account in Xero
- How fix coding errors in Xero
- What happens if there is a bank fee included in a transaction amount?
- What happens if an amount doesn't quite match in Xero?
- Where do I set up recurring transactions in Xero?
- Where do credit card statements go in Xero?
- What if the bank feed misses some transactions?
- We don't use invoices so how do we code stuff
- Set up Bank Feeds in Xero
- Remove and redo (can I redo a transaction I have coded incorrectly)
- Reconciling Bank Accounts in Xero
- I think there are duplicate transactions in my bank account
- How to Reconcile Payroll Payment Transactions in Xero!
- How does Xero manage loans or mortgages?
- How do I code dishonoured payments in Xero?
- How do I code a cash refund?
- How do I transfer money between accounts in Xero?
- How do I check for unpresented cheques?
- How do I add a bank account in Xero?
- How does Xero manage loans or mortgages?
Payroll and Superannuation
- How do I setup STP on Xero?
- Video on Single Touch Payroll (STP) in Xero
- How to pay superannuation through Xero
- How to Process Leave Types in Xero
- How to process Payroll in Xero?
- How to process STP in Xero
- How does Xero manage Single Touch Payroll?
- How to get payroll started in Xero
- Approving Employee Time Sheets in Xero
- How can I pay staff for their expenses?
- How to approve employee leave in Xero
- How to manage employee time sheets in Xero
- How to add employees in payroll in Xero
- Xero for Employees
- Setting Up Payroll in Xero
- Employees Portal in Xero
- How to set up a pay template in Xero
- How to process a complex pay run in Xero
- How to add a simple pay run in Xero
- How do I reconcile the pays in my Bank Account?