Xero Help
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Xero last updated 17 Jul 2008
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How Do I?
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'?
Using Xero in your business
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
User Guide
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