How To Maximize Your Xero Software



Xero is a worldwide leader in cloud-based bookkeeping solutions. With over a million supporters utilizing their platform, Xero is the bookkeeping software of choice for some small and medium-sized organizations around the world. 

The allure isn’t difficult to see – Xero automates bookkeeping processes and incorporates with indispensable parts of small business operations to guarantee exact accounting. Be that as it may, in spite of its available price point and natural user interface, bookkeeping amateurs may still struggle with initial set up or be ignorant of how to benefit from their Xero account. 

We’ve assembled a rundown of essential user tips as well as advanced tips for Xero users at different phases of their journey with the product. These tips are intended to support you and your group to use Xero all the more productively. 




Incognito Windows 

An incognito window is the ideal method of remaining in your Xero account on the off chance that you have to work on more than one business (should you have multiple businesses). You can have one of your organizations open in one window, and afterward, open up another incognito window to stay in Xero while working at your other organizations. This is incredible in the event that you have to transfer funds between organizations or reconcile intercompany accounts. 


Inspect History and Notes Activity 

Review data on activities that have happened inside Xero by tapping on the Advisor tab then the History and Notes Activity option. Here you have the choice to look through transactions by Period, Items and User, and sort them by Date, Item, Action, User, and Notes. For example, in the event that you needed to distinguish the number of new contacts you dealt with a month ago, select the accompanying criteria: 

  • Period: Last Month 
  • Items: Contact 
  • Users: All Users 

When you’ve chosen these options, click the blue button marked “Update” and afterward, sort the column-headed Action by clicking on the header link. All contacts labeled as ‘Created’ are new to Xero for the relevant period. 


Rewind a Reconciliation Mistake 

It happens to everybody: You’re in a groove, zooming through your bank feed, and before you know it, you’ve inaccurately matched a transaction. Xero’s “Unreconcile” highlight lets you fix this error rapidly. Since unreconcile keeps the account transaction and the bank statement line however eliminates the connection between them, this Xero tip will spare you a huge amount of time and hassle. 

  • To unreconcile an account transaction: 
  • Click on the three little dots to the right of the account name on the Dashboard. 
  • Go to Account Transactions under the Find header. 
  • Click the transaction you need to change to open it. 
  • On the following screen, click Options and afterward select Unreconcile. 
  • Click OK on the pop-up window to unreconcile the transaction. 

After you’ve finished this process, you can now re-reconcile the bank statement line. 


Add Account Codes From Transactions 

  • Click the account field in the transaction. At that point, select Add a new account. 
  • For manual journals or spend and receive cash, click Add next to the account field. 



Recurring Invoices For Sales 

On the off chance that you have clients with regular charges – set up recurring invoice templates. In the event that the charge is a standard fixed fee– you can set the invoice up to repeat and issue automatically. No more manual intercession. 

The screen itself is genuinely clear as crystal – however, this is where you enter the location of the recipient, the message you wish to send, and, afterward, you can decide to send a pdf duplicate of the invoice, regardless of whether to set the status as sent (this is done automatically) and whether you need to send a duplicate of the invoice to yourself. 


I trust that these thoughts are useful to you as you set-up your Xero account for the bookkeeping of your business. You can also check out to help you further with your Xero account.


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