Xero Help

• Getting Started
  • How do I try Xero using the Demo Company?
  • How do I get started with my own organisation?
  • How do I enter conversion balances from another system into Xero?
• Banking
  • How do I set up automated bank feeds?
  • How do I reconcile part payments for invoices? (+ video)
  • How do I process cheques or cash before they've been banked?
  • How do I record un-presented cheques?
  • How do I record a deposit received before I've raised the invoice?
  • How do I pay wages?
  • How do I manage my business credit card?
• Invoicing
  • How do I process customer overpayments?
• Expense claims
  • How do I process an expense claim?
• My Xero
  • How do I change my contact details?
  • How do I remove an organisation?
  • How do I change my billing information?
• Not so day-to-day stuff
  • How do I manage funds or cash in and out of my business?
  • How do I make inter-company transfers?
  • How do I handle dishonoured customer payments?
  • How do I record a bad debt?
  • How do I do 'year end'?

• The accounting behind Xero A guide to how Xero does its accounting
• Banking in Xero Find out what 'bank account' means in Xero and how it is used
• iPayroll and Xero Use the Xero network to automatically receive and code iPayroll transactions

• Recent Changes
• System Requirements
• Set up your organisation in Xero
  • Introduction
  • Organisation Settings
  • Invoice Settings
  • Invite Users
    • Add new user's details
    • Send an invitation to the new user
    • View & manage your users
    • Edit an existing user
  • Chart of Accounts
    • Choose a Chart of Accounts
    • View & confirm the Chart of Accounts
    • Import a Chart of Accounts
      • Instructions for importing accounts
      • Import MYOB accounts
      • Export from MYOB
      • Import BankLink accounts
      • Export from Banklink
      • Import Xero accounts
      • Export Xero accounts
      • Confirm the accounts to be imported
      • Confirm the bank accounts to be imported
  • Account Balances
    • Set your conversion date
    • Enter your account balances
    • Add existing unpaid invoices
    • Add unpaid accounts receivable invoices
    • Add unpaid accounts payable invoices
• The Xero Dashboard
• Xero Dashboard & menu tour
• Manage your bank accounts
  • Bank account summary screen
  • Add or edit bank account
  • View individual bank accounts
  • Bank transactions
    • Add a Spend Money transaction
    • Add a Receive Money transaction
    • Add a Transfer between bank accounts
    • View/action bank account transactions
    • View an individual transaction
    • Edit an individual transaction
    • View an individual payment
    • View an individual transfer
    • View an individual reconciliation adjustment
    • View the reconciliation details for a transaction
    • Delete bank transactions
  • Reconcile bank accounts
    • Import your bank statements
    • View all imported statements
    • View a single statement
    • Banks that offer automatically imported statements
      • ASB
      • ANZ or National Bank
      • BNZ
      • Kiwibank
      • TSB Bank
      • Westpac
    • Do a Bank Reconciliation
    • Mark a transaction as reconciled
    • Unreconcile a transaction
  • Search for transactions
• Accounts Receivable invoices & credit notes
  • Accounts Receivable summary
  • Add or edit an invoice
  • Print or email an invoice
  • Add a credit note
  • Print or email a credit note
• Statements
  • Create & send all customer statements
  • View & send individual customer statements
• Accounts Payable invoices & credit notes
  • Accounts Payable summary
  • Add or edit an invoice
  • Add a credit note
• Manage your invoices & credit notes
  • All tab
  • Draft tab
  • Awaiting Approval tab
  • Awaiting Payment tab
  • Paid tab
  • Deleted & Voided tabs
  • Credit Notes tab
  • Search for invoices
  • Search for credit notes
  • Edit & delete invoices & credit notes
  • View an ‘Awaiting Payment’ invoice
  • Pay or partially pay an invoice
  • View a ‘Paid’ invoice
  • View a 'Voided' or 'Deleted' invoice
  • View credit notes
  • Copy an invoice
  • Send & receive invoices via the Xero Network
• Repeating Transactions
  • View all repeating transactions
  • Create or edit a repeating invoice
• Expense Claims
  • Manage Expense Claims
  • Add receipts to a claim
  • Edit & view receipts
  • View claims in different statuses
  • Expense Claims you have already submitted
  • Awaiting Authorisation tab
  • Awaiting Payment tab
  • Archived tab
  • Approve and authorise a claim
  • Approve an individual receipt
  • Pay or partially pay an expense claim
• Manual Journals
  • Manage manual journals
  • Add, edit & post a manual journal
  • View posted manual journals
• Create a Budget using Xero's Budget Manager
• Xero Reports
  • Xero's Report Centre
  • Account Group Summary
  • Account Summary
  • Account Transactions
  • Aged Payables
  • Aged Payable Invoices
  • Aged Expense Claims
  • Expense Claim Summary
  • Aged Receivables
  • Aged Receivable Invoices
  • Balance Sheet
  • Bank Reconciliation Summary
  • Bank Summary
  • Budget Summary
  • Budget Variance
  • Cash Summary
  • Contact Transactions Report
  • Executive Summary
  • Expenses by Contact
  • General Ledger
  • GST Return
  • Provisional Tax Return
  • GST Audit Report
  • How does the GST Return work in Xero?
  • Income by Contact
  • Journal Report
  • Movements in Equity
  • Profit and Loss
  • Trial Balance
  • Draft Reports
  • Published Reports
  • Archived Reports
  • Management Reports
  • Customise Reports
• Contacts
  • Manage your Contacts
  • View details for an existing Contact
  • Add or edit Contacts
• History & Notes
• Settings
  • Organisation details
  • Lock accounting periods
  • Invoice settings
  • Chart of Accounts
    • View & manage the Chart of Accounts
    • Account details
    • Archived accounts
    • Import a Chart of Accounts
      • Instructions for importing accounts
      • Import MYOB accounts
      • Export from MYOB
      • Import BankLink accounts
      • Export from Banklink
      • Import Xero accounts
      • Export Xero accounts
      • Confirm the accounts to be imported
      • Confirm the bank accounts to be imported
  • Tracking (cost centres)
  • Conversion Balances
    • Adjust your conversion date
    • Update your conversion balances
    • Enter comparative balances
  • Users
    • User roles in Xero
    • Managing your users
    • Add & invite users to your organisation
    • Edit your users
  • Importing & exporting in Xero