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Xero for dummies /
Heather Smith is an accountant specialising in content creation. She hosts the Cloud-Stories podcast, writes for XU Magazine, and develops blog content and training videos for businesses within the Xero community. Heather is a consultant providing guidance on Xero set-up, conversion, training and in...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Richmond, Vic. :
John Wiley and Sons Australia,
2015.
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| Edición: | 2nd edition. |
| Colección: | --For dummies.
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| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
Tabla de Contenidos:
- Cover Page; Title Page; Copyright Page; Contents at a Glance; Table of Contents; Foreword; Introduction; About This Book; Foolish Assumptions; Icons Used in This Book; Beyond the Book; Where to Go from Here; Part I: Getting Started with Xero; Chapter 1: Getting to Know Xero; Understanding the Advantages of Xero; Exploring Xero's Different Editions; Homepage: Checking Out the Dashboard; Understanding Your Team Needs; Integrating Xero into Your Strategic Planning; Generating accurate, complete and timely data entry; Introducing Management Reporting and analysis capabilities of Xero.
- Taking Advantage of Support OptionsUsing Xero in a Training Environment; Chapter 2: Getting Organised: Setting Up Xero from Scratch; Preparing for Set-Up; Checking your browser and system requirements; Collecting your business data; Working through the Set-Up Guide; Getting started; Organisation Settings; Financial Settings; Invoice Settings; Invite users; Understanding Bookkeeping Basics; Working out how account types affect your reports; Creating a chart of accounts that works for you; Developing your own chart of accounts; Setting Up Your Chart of Accounts.
- Using Xero's default Chart of AccountsCustomising your Chart of Accounts; Putting Your Accounts into Practice; Checking your conversion balances; Adding Comparative Balances; Entering historical invoices, bills and credit notes; Adding Ways to Get Paid; Setting up bank accounts; Including credit cards; Online payment options; Tax Rates; Chapter 3: Converting to Xero from Another System; Preparing to Import Data from a Non-Accounting Program; Converting paper-based records; Working with spreadsheets; Getting Ready to Convert from an Accounting Program; Getting ready to convert.
- Converting exported CSV files into ExcelConverting exported CSV files into Excel; Preparing data for import; Mapping tax rates; Importing Data into Xero; Chart of accounts; Contacts; Inventory items; Sales; Purchases; Bank transactions; Manual journals; Fixed assets; Unpresented payments or uncleared funds; Turning Off Your Old System; Accessing historical data; Moving to the new system; Confirming the switchover date; Chapter 4: Fine-tuning Your Set-Up; Tools of the Trade: Understanding the Dashboard; Xero balance versus bank balance; Account Watchlist; Money Coming In; Money Going Out.
- Dealing with expense claimsSetting Up Users; Understanding user access levels; Inviting other users to access Xero; Taking Advantage of Live Bank Feeds; Activating live bank feeds; Organising bank accounts on your dashboard; Managing bank feeds; Manually Importing Statements; Bank Rules; Setting up bank rules; Managing bank rules; Using File Storage and the Xero Inbox; Part II: Daily Activities; Chapter 5: Managing Your Contacts; Setting Up Customers; Setting Up Suppliers; Tweaking Your Contacts after Set-Up; Finding your contacts; Managing your contacts; Grouping your contacts.