Projects: Details report
Reports on Xero Projects can now be customised and saved as Custom Reports. Well worth spending some time to test this out. Leaine’s Tips: Watch- Leaine’s Demo Learn more – Xero Central
Tips
Read MoreProjects: Details report
Report code mapping
From the Chart of Accounts tabs there is a column to show the report code for each general ledger (GL) code. Understanding how these work can help with reporting within Xero. Leaine’s Tips: Watch- Leaine’s Demo Learn more – Xero…
Using Items
Very handy when customers need specific text on an invoice – make your life easier by pre-populating some of the content. Leaine’s Tips: Watch- Leaine’s Demo Learn more – Xero Central
2 Browsers
Perfect when needing to reference between 2 different Xero organisations! Leaine’s Tips: Watch – Leaine’s Demo Learn more – Xero Central
Expense Claims – GL codes
Ready to start using Xero Expense Claims? We recommend checking the settings before adding users. Leaine’s Tips: Watch- Leaine’s Demo Learn more – Xero Central
Sums-Xero inbuilt calculator
Handy tip to add to your toolkit, really saves time with data entry. Leaine’s tips: Watch Leaine’s Demo Learn more on Xero Central
Overpayments – Contact naming
To minimise duplicates in your Xero Contacts have a clearly defined process when reconciling – especially where it is not a ‘find and match’. Leaine’s Tips: Leaine’s Demo Learn more on Xero Central
Xero Guides
As well as working in the client’s Xero and Xero HQ you can access a variety of resources from Xero’s main website. Leaine’s Tips: Leaine’s Demo Xero – Small Business Guides Xero – Accounting & Bookkeeper Guides
Synched client notes
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Bank statement end balance
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