Xero

Xero is the world's easiest accounting system that lets accountants, bookkeepers and small business owners collaborate on the same set of financial information.

Unable to attend a live presentation join us for one of our free introductory webinars. It’s easy, just login from your own desk at a time that suits you every week. Want to know more about Xero and all the features available click here to visit our website or trial Xero today for free.

Xero is an online accounting system that gives you and your clients easy access to your bank transactions, invoices, reports, GST – anytime you need it, anywhere in the world.

www.xero.com/features

Dashboard – your business at a glance

Xero is simple, smart and secure. Get a real-time view of your clients’ businesses at a glance with Xero’s dashboard snapshot, including a view of all their bank accounts, a watch list of key accounts, as well as accounts receivable and payable.

www.xero.com/dashboard

Banking – focus on what’s outstanding

Xero works behind the scenes with all Australia’s leading banks so that customers receive automated daily bank feeds directly into their accounting system, which means they don’t have to waste time downloading and uploading bank files manually.

Easy bank reconciliation keeps your accounts accurate and up-to-date. Xero makes doing your bank reconciliation fun and enjoyable. Transactions from your bank statements are automatically matched to transactions entered into Xero and for any that don’t match it’s simple to just create a transaction and match them.

www.xero.com/banking

Invoicing – flexible invoicing

Get a single view of where your money is coming from and when. With Xero, clients can create, send, receive and report on your invoices all from one place.

www.xero.com/invoicing

Accounts Payable – managing your cashflow

Receiving payments can often be a waiting game, you have little control over when invoices are coming in and it can be time consuming and expensive. With Xero you can manage cashflow by controlling the timing of payables.

Keep an eye on: money going out on your dashboard, the workflow status of your invoices, apply credit notes, set up repeating invoices etc.

www.xero.com/payables

Expense Claims – manage all your expenses

For small businesses expense claims are a common way to reimburse personal expenditure. With Xero it’s easy to enter and manage those payments.

www.xero.com/expenseclaims

Contacts – value your relationships

In Xero you can view and edit all the individuals and organisations that you do business with. Information added here will be used in invoices and transactions that you enter in Xero. Set up contact groups, see who owes you what, review their contact details and use Google Maps and Skype integration from within Xero.

www.xero.com/contacts

Reporting – real time information

The Xero Report Centre can generate interactive reports in real time, anytime. Bookkeepers can also create and publish these reports for clients.

Do GST, management reports and your BAS Return all in Xero. Bookkeepers can login to review and then approve it. Xero will automatically calculate your GST portion of the BAS Return, using accruals or cash basis.

www.xero.com/reports

Fixed assets – cover your assets

Asset depreciation is essential to getting a complete and accurate view of your profit and balance sheet.

All assets purchased will automatically appear in the Fixed Assets register as pending items. Anyone with the financial advisor role – such as bookkeepers – can setup the depreciation schedule, register the asset and post depreciation.

www.xero.com/fixedassets

Web-based – Anywhere. Anytime.

With Xero, bookkeepers provide valuable real-time advice to your clients’ businesses from anywhere in the world, 24/7. All you need is a Xero login and internet connection. All software updates and new features are automatic and available next time you login. All client information is securely stored on Xero servers and automatically backed up. Any organisation can have as many users as they like and there’s also unlimited use of help. Best of all, Xero works perfectly on either Macs, PCs, or mobile devices – so even if you and your clients work on different operating systems, Xero will still work seamlessly for both of you.

www.xero.com/web

Xero Help Centre

Xero has comprehensive searchable online help complete with frequently asked questions and videos.

www.help.xero.com

The most popular sections in Xero Help are:

• Bank feeds
• 10 suggestions for trying Xero using the Demo Company
• The accounting behind Xero
• BAS Return
• Bank Reconciliation
• Import bank statements for reconciliation