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Xero

Video: Xero to Xero network

  • Getting started
    • What you'll need
      • Sign up for a Xero account
    • Add an organisation
      • Add an organisation to Xero
      • Add a free, trial organisation in Xero
      • Purchase a Xero subscription
      • Change your pricing plan
      • Try Xero's features with the demo company
    • Set up your organisation
      • Set up Xero
    • Navigate your way around
      • Get started with Xero
      • Tour of Dashboard and menus
      • More about the Xero Dashboard
      • Xero notifications
      • Getting help
      • Contact Xero Support
    • Start using Xero
      • Ideas to get you started
      • Try Xero's features with the demo company
      • Accept or decline an invite into a Xero organisation
      • Xero tips
      • Date shortcuts
      • Inbuilt calculator
    • Convert from another product
      • Starting with Xero - converting from another system
      • QuickBooks
        • Ways to convert from QuickBooks
      • Xero
        • Export chart of accounts from Xero
        • Import Xero chart of accounts
  • Using Xero day to day
    • Bank accounts
      • About
      • Add a bank account or credit card account
      • Edit, delete or archive
        • Edit a bank account or credit card account
        • Delete or archive an account
      • Manage credit cards or loans
        • Manage a credit card
        • Manage a loan or mortgage
      • Definitions
        • Balance in Xero
        • Statement balance
    • Bank account transactions
      • About
      • Add or copy
        • Add receive money
        • Add spend money
        • Add transfer between bank accounts
        • Copy spend or receive money
      • Edit or delete
        • Edit spend or receive money
        • Delete account transaction
      • View or search for
        • View account transactions
        • View spend or receive money
        • View payment transaction
        • View a transfer
        • Search for transactions
        • Find payment account for invoice or bill
    • Bank feeds
      • About
      • Check if a bank feed is late
      • Direct feeds
        • About
        • Available direct feeds
          • Australia
          • Hong Kong
          • Malaysia
          • New Zealand
          • Singapore
          • South Africa
          • United Kingdom
          • United States
        • Transfer or stop
          • Transfer a feed
          • Stop a feed
      • Yodlee feeds
        • About
        • Getting started
          • Getting started
          • Set up a Yodlee feed
        • Refresh
          • Refresh a feed
          • Give others refresh access
        • Update login, stop or cancel
          • Update feed login
          • Stop a feed
          • Cancel partly set up feed
        • When something goes wrong
          • There is a problem with this bank feed
          • Troubleshoot your Yodlee feed refresh
          • Why don't my transactions match online banking?
          • Identify and remove duplicate transactions
          • Common problems for Yodlee feeds
      • PayPal feeds
        • Add PayPal account & feed
    • Bank statements
      • About
      • Import statement file
        • OFX or QIF (recommended)
          • Import OFX bank statement
          • Import QIF bank statement
        • CSV
          • Import CSV bank statement
          • Import a precoded CSV bank statement file
          • Edit CSV bank statement import rules
          • Fix CSV bank statement import errors
        • PayPal
          • Import PayPal transactions
          • Import PayPal transactions using our conversion tool
      • View, delete or restore
        • View statements and statement lines
        • Delete statement
        • Delete statement line
        • Restore statement line
        • View how statement line is reconciled
      • When something goes wrong
        • Can't import PDF bank statement
        • Move statements to other account or organisation
    • Bank reconciliation
      • About
      • Getting started
        • Before you can start
        • Know when to reconcile
        • How Xero helps you reconcile
        • Start your bank reconciliation
      • Save time
        • Bank rules
          • About
          • Create a bank rule
          • Edit a bank rule
          • Delete a bank rule
          • Order bank rules
          • Reconcile a statement line with a transaction suggested by a bank rule
          • Troubleshoot bank rules
        • Cash coding
          • About
          • Reconcile using cash coding
          • Export uncoded statement lines
          • Can't save split transaction
      • Common actions
        • Reconcile match
        • Find a transaction and reconcile it
        • Create spend or receive money transaction
      • Different scenarios
        • Find multiple transactions and reconcile them with statement line
        • Reconcile part payment of invoice, bill, expense claim
        • Reconcile bank transfer
        • Reconcile statement line that includes fee
        • Reconcile statement line with transaction that doesn't quite match
        • Reconcile multiple statement lines with multiple bills or invoices
        • Reconcile invoiced plus cash payment
        • Record overpayment of invoice or bill on bank rec
        • Reconcile payment for invoice or bill paid twice
        • Reconcile prepayment
        • Reconcile base currency payment with a foreign currency invoice or bill
        • Reconcile foreign currency payment with base currency invoice or bill
        • Reconcile foreign currency invoice paid in another foreign currency
      • When something goes wrong
        • Reconcile with no statement
        • Unreconcile
        • Don't know what imported bank statement line represents
        • Statement balance doesn't equal balance in Xero
        • Statement balance doesn't equal actual bank balance
        • Invoice or bill shows unpaid but payment is reconciled
    • Budgets
      • About
      • Create a budget
      • Edit a budget
      • Delete a budget
      • Import a budget
      • Export a budget
    • Business Performance
      • About
      • Get started
      • View and add to dashboard
    • Cash & cheques
      • Process cheques or cash before being banked
      • Record unpresented cheques
      • Petty cash
        • About
        • Set up account
        • Transfer money
        • Record purchases
        • Reconcile
      • Record cheque numbers
      • Process dishonoured and reversed payments
      • Manage funds in and out of your business
    • Chart of accounts
      • About
      • How the chart of accounts works
        • Components of an account
        • Locked and system accounts
        • Foreign currency accounts
        • Ways to handle subaccounts
      • Customise your chart of accounts
        • Add account
        • Edit account
        • Change account tax rate
        • Enable payments to an account
        • Delete or archive an account
        • Restore an archived account
      • Import a chart of accounts
        • Import a chart of accounts
      • Export your chart of accounts out of Xero
      • Non-bank account reconciliation
        • Reconcile a suspense, clearing, control, accrual or prepayment account
        • Reconcile a balance sheet account
        • Reconcile payments received from online sales or my payments processor
      • Historical Adjustment account
    • Cheque payments
      • About
      • Setup
        • Add or customise cheque style
        • Compatible cheque stationery
      • Pay and print
        • Pay bill by cheque
        • Pay spend money by cheque
        • Pay credit note refund by cheque
        • Pay expense claim by cheque
        • Print cheque from cheque register
      • Maintain
        • Search for a cheque
        • Edit individual cheque
        • Delete a cheque
        • Void a cheque
        • Edit a cheque style
    • Connected apps
      • About
      • Getting started
      • Disconnect an app
      • Microsoft Power BI
        • About
        • Sign up and connect
        • Default dashboard tiles
      • Receipt Bank
        • About
        • Connect to Xero
      • Shopify
        • About
        • Connect to Xero
      • Spotlight Reporting
        • About
        • Connect to Xero
      • Square
        • About
        • Connect Square with Xero
        • Understand Square invoices
        • Reconcile Square transactions
        • Monitor Square clearing account
      • Unleashed
        • About
        • Connect to Xero
      • Vend
        • About
        • Connect to Xero
      • Access Xero through G Suite
    • Contacts
      • About
      • Add or edit individual contacts
        • Add contact
        • Classify new contacts as customers or suppliers
        • Edit contact
      • Import or export multiple contacts
        • Import contacts
        • Update multiple contacts' details
        • Export contacts
      • Activity & comms
        • Create transaction or statement
        • Contact activity and notes
        • View contact emails
      • Remove or restore
        • Archive a contact
        • Merge a contact
        • Restore an archived or merged contact
      • Contact groups
        • About
        • Create group
        • Add contacts to group
        • Move contact between groups
        • Remove contact from group
        • Delete group
      • Contact account numbers
      • Show contact account numbers
      • Foreign currency
        • Set contact default foreign currency
        • View foreign currency amounts for contact
      • Smart Lists
        • About
        • Run a Smart Lists search
        • Export search results
        • Rename a saved search
        • Delete a search
    • Conversion date & balances
      • About
      • Change conversion date
      • Troubleshooting for conversion balances
      • Enter comparative balances
      • Delete comparative balances
      • Add tracking to conversion balances
    • Expense claims
      • About
      • Add, edit or view
        • Add a receipt
        • Submit claim for approval
        • Edit a receipt
        • View submitted claims
        • Expense claim and receipt statuses
        • What makes up draft & submitted figure on dashboard
      • Approve and pay
        • Approve receipts and authorise a claim
        • Approve or decline a receipt
        • Record a payment on a claim
      • Delete or void
        • Delete or void an expense claim
        • Delete a receipt
        • Delete a payment you've recorded
      • Manage expenses
        • Claiming your daily allowance or mileage
        • Manage funds or cash in and out of your business
    • Expenses
      • About
      • Process expenses as an admin
        • Set up permissions, accounts and processing
        • Create a new expense
        • View and approve
        • Process payments
        • View analytics and generate reports
      • iOS for employee expenses
        • Create and submit a new expense
        • View and edit your expenses
        • Approve or decline
      • Android for employee expenses
        • Create and submit a new expense
        • View and edit your expenses
        • Approve or decline
    • Files
      • About
      • Add a file or folder
        • Upload a file
        • Email a file to your Inbox
        • Take a photo
        • Add a folder
      • Files in transactions
        • Attach a file to a transaction
        • Email a file with a transaction
        • Include file with an online invoice
        • Remove file from online invoice
        • Create a transaction from the file library
        • View files while entering a transaction
      • Rename, move or download
        • Rename a file or folder
        • Move a file to another folder
        • Download a file from a transaction
      • Delete a file or folder
        • Delete a file from the library
        • Delete a file from a transaction
        • Delete a folder from the library
    • History & Notes
      • History & Notes
      • History & Notes Activity
    • Import & export data
      • Importing & exporting in Xero
      • Export your data out of Xero
      • Export your invoices and bills
    • Inventory
      • Inventory
      • How inventory works in Xero
        • How does Xero account for inventory?
        • Options for managing inventory in Xero
      • Common actions
        • Sort or search for inventory items
        • View inventory items
        • Create reusable text with description-only inventory item
        • Edit or delete items
        • Update multiple items
        • Mark an item as active
        • Mark an item as inactive
      • Tracked inventory
        • Tracked inventory
        • How does Xero keep track of tracked inventory items?
        • Get started with tracked inventory
          • Getting started with tracked inventory
          • Choose the account for opening value
          • Choose your opening balances date
          • Enter opening balances
        • Add a tracked inventory item
        • Inventory adjustments
          • Inventory adjustments
          • What you need to know about inventory adjustments
          • Enter an 'increase quantity' adjustment
          • Enter a 'decrease quantity' adjustment
          • Enter a revaluation adjustment
      • Untracked inventory
        • Untracked inventory
        • Add an untracked inventory item
      • Convert items
        • Convert a tracked item to untracked when you haven't used it yet
        • Convert a tracked item to untracked when you've only imported an opening balance for it
        • Convert a tracked item to untracked when you've used it in a transaction, or made an adjustment to it
        • Convert untracked items to tracked items
      • Import inventory items into Xero
      • Troubleshooting
        • Troubleshooting for inventory
        • Why won't Xero let me enter a transaction with a tracked inventory item?
        • Why can't I delete an inventory item?
        • Why doesn't my tracked inventory item's quantity or value include my transaction?
        • Why can't I import my inventory items into Xero?
        • Why can't I import my inventory opening balances into Xero?
        • How do I enter a tracked inventory transaction dated before my tracking start date?
    • Invoices & bills
      • Sales (customers)
        • Invoice settings
          • About
          • Change number sequence
          • Remove/include link to outstanding bills
          • Payment terms (due dates)
            • Set up payment terms
            • Add/edit payment terms, remove payment advice
          • Add branding theme
            • Add standard branding theme
            • Add custom (DOCX) branding theme
            • Invoice & statement templates
            • Rules and recommendations for using custom templates
            • Copy a theme
            • Set default theme
          • Edit branding theme
            • Rules and recommendations for using custom templates
            • Edit a branding theme
            • Add, delete or move fields in custom templates
            • Change the invoice font or add a barcode
            • Delete theme
          • Troubleshoot
            • Display issues
            • Print foreign language characters on an invoice
            • Why can't I print or email a customised template?
        • Invoice reminders
          • Invoice reminders
          • How reminders work
          • Set up reminders
          • Add a reminder
          • Edit or delete a reminder
          • Change the 'reply to' address
          • Turn reminders off or on for customer
          • Turn reminders off or on for invoice
          • Turn reminders off or on for organisation
          • Check reminder status & history
          • Reminders didn't send
        • Quotes
          • Quotes
          • Create a quote
          • Create an estimate from a quote
          • Print or email quote
          • Mark quote as accepted or declined
          • Create invoice from quote
          • Customise your quotes
          • Revise quote
          • View online quote
          • Mark quote as invoiced
          • Copy a quote
          • Copy multiple quotes to an invoice
          • View and work with expired quotes
          • Delete a quote
        • Sales invoices
          • Invoices
          • Add an invoice
          • Import invoices
          • Invoice a contact group
          • Edit a draft invoice
          • Approve draft invoice
          • Edit awaiting payment invoices
          • Edit a paid invoice
          • Copy invoices
            • Copy to new invoice
            • Copy to new bill
            • Copy to new quote
            • Copy to new purchase order
            • Copy multiple foreign currency transactions
          • Add or edit a repeating invoice
          • Share a link to an online invoice
          • Email multiple invoices
          • Send from Xero to Xero
          • Print an invoice
          • View information on a PDF invoice
          • Delete or void invoice
          • Delete repeating invoice or bill templates
          • View voided or deleted invoice
          • Record bad debt
          • Create packing slip
        • Credit notes
          • Customer credit notes
          • Add or edit credit note
          • Copy a credit note
          • Edit awaiting payment credit notes
          • Edit a paid credit note
          • Delete or void credit note
          • View voided or deleted credit notes
          • Credit an invoice
          • Allocate credit
          • Print a credit note
          • View a PDF credit note
          • View an online credit note
        • Statements
          • About customer statements
          • View or print a customer statement
          • Email a customer statement
          • Customer statements and prepayments
          • View your outstanding bills online
        • Batch deposits
          • About
          • Create batch deposit
          • Print deposit summary
          • Reconcile batch deposit
          • Find batch deposit
          • Edit batch deposit
          • Delete batch deposit
        • Dashboard, tabs, statuses
          • Sales dashboard
      • Purchases (suppliers)
        • Purchase orders
          • Purchase orders
          • Create purchase order
          • Submit purchase order
          • Edit purchase order
          • Approve purchase order
          • Add a note to a purchase order
          • Add an expected arrival date to a purchase order
          • Email purchase order
          • Purchase order message details
          • Print purchase order
          • Mark purchase order as sent
          • Copy purchase order
          • Create bill from purchase order
          • Create invoice from purchase order
          • Account for part supply of items in your purchase order
          • Mark or unmark a purchase order as billed
          • Delete purchase order
          • Customise purchase orders
        • Bills
          • Bills
          • Add a bill
          • Import bills
          • Email a bill to your Xero organisation
          • Edit a draft bill
          • Approve draft bill
          • Edit awaiting payment bills
          • Edit a paid bill
          • Copy a bill
          • Delete or void bill
          • View voided or deleted bills
          • Add or edit repeating bills
          • Print a bill
          • Send from Xero to Xero
          • Save online invoice as bill
          • View a PDF bill
          • Batch payments
            • Batch payments
            • Create a batch payment
            • Edit a batch payment
            • Export batch payment file
            • Reconcile batch payment
            • Delete batch payment
            • Find and view batch payment
            • Understand the batch payment fields
            • Troubleshooting
        • Credit notes
          • Supplier credit notes
          • Add or edit a credit note
          • Copy a credit note
          • Edit awaiting payment credit notes
          • Edit a paid credit note
          • Delete or void credit note
          • View voided or deleted credit notes
          • Credit a bill
          • Allocate credit
          • Print a credit note
          • View a PDF credit note
        • Dashboard, tabs, statuses
          • Purchases dashboard
      • Billable expenses
        • About
        • Add billable expense to bill
        • Assign or reassign billable expense
        • Unassign billable expense
        • Remove billable expense
      • Payments on invoices & bills
        • Record payment of invoice or bill
        • Complete payment fields
        • Find payment account for invoice or bill
        • Remove payment recorded
      • Email an invoice, credit note or prepayment
      • Email or print a standard receipt
      • Email a remittance advice
      • Set default tax rate for sales or purchases
      • Discounts
      • Search for invoices, bills, credit notes or purchase orders
      • Record a cash refund for customers or suppliers
      • Process dishonoured or bounced customer payments
      • Export your invoices and bills
      • Apply invoice to bill
    • Mobile
      • About
      • Logging in with two-step authentication
      • Xero for iOS
        • About
        • Try the demo company
        • Logging in to Xero for iOS
        • Bank reconcilation
          • Reconcile transactions
          • Bank notifications
          • Create spend or receive money transactions
        • Sales
          • Create an invoice
          • Edit an invoice
          • Add a payment
          • Delete a payment
          • Create a quote
          • View a quote
          • Revise a quote
          • Mark a quote as accepted or declined
          • View cashflow
        • Receipts
          • Add a receipt
          • Edit a draft receipt
          • Assign a billable expense
        • Files
          • Manage files in the Files Inbox
          • Delete a file from invoice or receipt
        • Contacts
          • Add a contact
          • Edit a contact
          • Archive or restore a contact
        • 3D Touch
        • Troubleshooting
      • Xero for Android
        • About
        • Try the demo company
        • Logging in to Xero for Android
        • Bank reconcilation
          • Reconcile transactions
          • Bank notifications
          • Add a spend or receive money transactions
        • Receipts
          • Add a receipt
          • Edit a draft receipt
          • Assign billable expenses
        • Sales
          • Create an invoice
          • Edit an invoice
          • Add a payment
          • Delete a payment
          • Create a quote
          • View a quote
          • Revise a quote
          • Mark a quote as accepted or declined
        • Purchases
          • View bills
        • Files
          • Manage files in the Files Inbox
          • Delete file from invoice or receipt
        • Contacts
          • Add a contact
          • Edit a contact
        • Troubleshooting
      • Projects for iOS and Android
      • Business Edition user access
      • Partner Edition user access
    • Multi-currency
      • About
      • What is the base currency?
      • Add a foreign currency
      • View foreign currency amounts for a contact
      • View exchange rate
      • Edit exchange rate for a date or range
      • Edit transaction exchange rate
      • Gains and losses
      • Foreign currency invoices & bills
      • Foreign currency reports
    • Overpayments
      • About
      • Record overpayment on invoice
      • Record overpayment on bill
      • Apply overpayment to existing invoice or bill
      • Apply overpayment to new invoice or bill
      • Make a cash refund on an overpayment
      • Edit overpayment
      • Void overpayment
    • Payment services
      • About
      • How payment services work
      • List of payment services
        • Authorize.Net
          • About
          • Set up
          • Troubleshoot
        • BPAY
          • About
          • Set up
        • Braintree
          • About
          • Set up
        • DPS Payment Express
          • About
          • Set up
        • eWAY
          • About
          • Set up
          • Reconcile payments
        • PayPal
          • About
          • Set up payment service
          • Set up from an approved invoice
          • Process multiple currencies
          • Payment missing from imported transactions
          • Missing spend money for transaction fee
        • Stripe
          • About
          • Set up payment service
          • Set up from an approved invoice
          • Reconcile payments
          • Stripe surcharging
          • Stripe and Apple Pay
          • Stripe ACH
        • Worldpay
          • About
          • Set up payment service
        • Custom URL
          • About
          • Set up
          • Invoice showing as unpaid
      • Edit payment service
      • Delete payment service
      • Change payment service applied to branding theme
      • Troubleshoot
        • Online invoice missing the Pay Now button
        • Customer getting error message
        • Transaction fee not added to invoice
    • Pay run
      • About
      • Set up
        • Payroll Admin for Pay Run
        • Pay and tax types
        • Set up pay items
        • Add an employee contact
      • Process and manage pay runs
        • Process a pay run
        • Copy a previous pay run
        • Add employees during a pay run
        • Edit a pay run
        • Delete or void a pay run
        • View pay runs
        • Payslips
        • Pay employees
        • Pay bills in a pay run
      • Manage employees
        • Add an employee contact
        • Edit employee contact details
        • View employee contact details
        • Archive an employee contact
        • Restore an archived employee contact
      • Pay run reports
        • Pay Run by Employee
        • Pay Run by Pay Item
        • Pay Run by Pay Type
        • Pay Run Summary
    • Prepayments
      • About
      • Add prepayment
      • Edit prepayment
      • Void prepayment
      • Apply prepayment to existing bill or invoice
      • Apply prepayment to new bill or invoice
      • Make cash refund on a prepayment
      • View prepayment
      • Print prepayment
      • Reconcile prepayment
    • Projects
      • About
      • Projects setup
        • Set up your organisation to use Projects
        • Calculate and set staff cost rates in Projects
      • Create and manage projects
        • Add or edit a project
        • Add or edit a task on a project
        • Add or edit an expense in Projects
        • Add a new contact in Projects
        • Apply a deposit to a project
        • Add time to a Project
        • View time in Projects
        • How inventory in Xero works with Projects
        • Assign a bill or spend money transaction to a project
        • Edit a bill or spend money transaction assigned to a project
        • Close or re-open a project
      • Projects invoicing
        • Add or edit a Projects invoice
        • Create a deposit invoice in Projects
        • Create a tasks & expenses invoice in Projects
        • Create a project amount invoice in Projects
        • Assign or unassign an invoice line item to a project
    • Reports
      • Reports
      • Report basics
        • Access and browse reports
        • Customise a report with the Report Settings menu
        • Edit custom reports
        • Export reports
        • Favourite reports
        • New reports
        • Publish a report
        • Reorder columns
        • Save custom reports
        • Save drafts
        • Set or remove custom defaults
        • Software needed to export reports
        • Work with archived reports
        • Work with draft reports
        • Work with published reports
      • Advanced users
        • Customise financial reports
          • About
          • Add a note
          • Add a schedule
          • Add or edit columns
          • Add or edit formulas
          • Delete a column
          • Delete account groups
          • Delete a formula
          • Edit, move or delete a schedule
          • Group accounts
          • Move accounts using switch rules
          • Reorder columns
          • Run a 4-weekly Profit and Loss
          • Summarise groups of accounts
        • Add a text block
        • Customise older reports
        • Edit, move or delete a text block
        • Group or summarise transactions on a new report
        • Management reports
        • Where does Xero get the sales tax figures from?
        • Report footers (partners only)
        • Working with older reports (Adviser users)
      • List of reports
        • Account Group Summary
        • Account Summary
        • Account Transactions
        • Account Transactions (New)
        • Accounts Payable Invoices
        • Accounts Receivable Invoices
        • Aged Expense Claims
        • Aged Payables
        • Aged Payables Detail (New)
        • Aged Payables Summary (New)
        • Aged Receivables
        • Aged Receivables Detail (New)
        • Aged Receivables Summary (New)
        • Balance Sheet
        • Balance Sheet (New)
        • Bank Reconciliation
        • Bank Summary
        • Billable Expenses - Outstanding (New)
        • Budget Summary
        • Budget Variance
        • Cash Summary
        • Contact Summary (New)
        • Contact Transactions
        • Contact Transactions – Cash (New)
        • Contact Transactions – Payables (New)
        • Contact Transactions – Receivables (New)
        • Customer Invoice Report
        • Depreciation Schedule
        • Depreciation Schedule (New)
        • Disposal Schedule (New)
        • Detailed Account Transactions Report
        • Executive Summary
        • Expenses by Contact
        • Expense Claim Detail
        • Expense Claim Summary
        • Fixed Asset Reconciliation
        • Fixed Asset Reconciliation (New)
        • Foreign Currency Gains & Losses
        • General Ledger
        • General Ledger Exceptions Report
        • Income by Contact
        • Inventory Item Details (New)
        • Inventory Item List (New)
        • Inventory Item Sales
        • Inventory Item Summary (New)
        • Inventory Item Transactions
        • Inventory Items Summary
        • Journal Report
        • Movements in Equity
        • Movements in Equity (New)
        • Payable Invoice Detail (New)
        • Payable Invoice Summary (New)
        • Profit and Loss
        • Profit and Loss (New)
        • Project Summary report
        • Project Details report
        • Realised Gains & Losses
        • Receivable Invoice Detail (New)
        • Receivable Invoice Summary (New)
        • Sales by Item
        • Sales Tax Audit
        • Sales Tax Summary
        • Statement of Cash Flows - Direct Method (New)
        • Supplier Invoice Report
        • Tracking Summary
        • Trial Balance
        • Unrealised Gains & Losses
        • VAT Audit
        • VAT Summary
    • Search and shortcuts
      • About
      • Search for contacts and transactions
      • Shortcuts to commonly viewed screens
    • Security
      • About
      • Two-step authentication (2SA)
        • About
        • Set up 2SA
        • Log in using 2SA
        • Disable 2SA
        • Troubleshooting for 2SA
      • Check your login history
    • Settings
      • Organisation settings
      • Account settings
        • About
        • Change login password
        • Change login email address
      • Email settings
        • About
        • Email addresses
          • Update outgoing email address
          • Set default email address
          • Delete email address
          • Approve request to receive reply emails from contacts
          • Resend email address invitation
        • Email templates
          • Add email templates
          • Edit email templates
          • Set default email templates
          • Delete email templates
      • Financial settings
        • Set up your organisation's financial details
        • Set and work with lock dates
      • Profile settings
        • About
        • Update your Xero user profile details
        • Manage your public user profile
        • Change your name or location
        • Embed your profile on another site
      • Tracking
        • Set up tracking categories
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      • Favourite General Settings screens
    • Tax & tax rates
      • Sales tax in Xero
      • Sales tax settings
        • Tax rates
        • Choose right tax treatment on transactions
        • Add a tax rate
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        • Delete a tax rate
        • Change tax basis
        • Canada
          • Sales tax in Canada
          • Add customised tax rates
        • Singapore
          • GST in Singapore
          • GST Audit Report
          • Access gross realised gains and losses for a GST return
          • Export an IAF audit file (Singapore)
      • Manage sales tax day to day
        • Adjust sales tax on paid transactions
        • Adjust tax amount on unpaid transactions
        • Account for Sales tax on imports
      • Understand and prepare tax reports
        • Where does Xero get sales tax figures?
    • Users
      • Business Edition
        • About
        • User roles
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        • Compare user role access
          • Checks, bank accounts, transactions, and statements
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          • Manage Users
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        • Add a new user
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        • Delete a user
        • Find your user role
        • View your Xero users
        • The Xero subscriber
        • Find the subscriber for an organisation
        • View organisations you have access to
      • Partner Edition
        • About
        • User roles and permissions
          • Adviser
          • Cashbook Client
          • Managed Client
          • Practice Administrator and Principal
          • Staff Member and Consultant
          • Provide Support user option
        • Compare user role access
          • Checks, bank accounts, transactions, and statements
          • Contacts
          • Expense claims
          • Files
          • Reports, budgets, manual journals, fixed assets
          • Settings
    • Xero system requirements
      • About
      • Supported browsers
      • Clear cookies and cache
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      • Can't log in to Xero
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    • Xero subscriptions & billing
      • About
      • Xero subscriptions
        • Purchase Xero subscription
        • Purchase Projects
        • Add another organisation
        • Redeem a promo code
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        • Change pricing plan
        • Cancel subscription
        • Cancel trial subscription
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      • Billing accounts and details
        • About
        • Change contact details
        • Change payment details
        • Switch billing account
      • Invoices and payments
        • View invoices from My Xero
        • View an online invoice
        • Understanding your invoice
        • Make overdue payment
      • Subscription transfers
        • About
        • Change practice subscriber
        • Transfer subscription
        • Resend transfer email
        • Cancel subscription transfer
        • Accept or decline an invite to take over a Xero organisation subscription
      • Restart my Xero organisation
      • Dispute over access to Xero
  • Accountants & bookkeepers
    • Xero HQ
      • About Xero HQ
      • Getting started with Xero HQ
      • The Activity tab
        • The Activity feed
        • Ask alerts
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        • Troubleshooting
      • The Clients tab
        • About the Clients tab
        • Clients in Xero HQ
        • The client list
          • Import clients from Xero Practice Manager
          • Merge duplicate imported clients
          • Manually merge clients
          • Set up and manage your clients
          • Group clients
          • Add an invited organisation to your practice
          • Sync your clients between Xero HQ & Xero Practice Manager
        • Client details
          • Use client notes
          • Apply tags to client notes
          • View alerts for your client
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          • Manage staff assigned to clients
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          • Update or add client details
        • Office 365 Add-in
        • Troubleshooting clients
      • The Explorer tab
        • About the Explorer tab
        • Add or change a client's industry
      • The Reports tab
      • The Ask tab
        • About the Ask tab
        • Ask in Xero HQ
        • Queries
          • About queries
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          • Manage the questions in a query
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          • Client contacts in queries
        • Templates
          • About query templates
          • Template groups
          • Set up and manage templates
          • Manage the questions in a template
        • Troubleshooting Ask in Xero HQ
      • The Staff tab
        • About the Staff tab
        • Staff in Xero HQ
        • Set up and manage your staff in Xero HQ
        • Staff groups
        • Manage clients for practice staff
      • The Practice tab
        • About the Practice tab
        • Practice Overview
          • See an overview of your practice
          • Use the demo companies in Xero HQ
        • Advisor Directory
          • Your Xero Advisor Directory listing
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          • Practice details
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        • Connected apps
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        • User roles and permissions in Xero HQ
        • User roles in Xero HQ
        • Change staff user roles
        • Permissions in Xero HQ
        • Change staff permissions
        • Compare user roles & permissions in Xero HQ and Xero Partner Edition
    • My Xero Partner Edition
      • About
      • Add practice organisation
      • Create report publishing styles
      • Add and manage practice staff in Xero
      • Manage access to client organisations
      • Give practice staff access to billing accounts
      • Try the demo company
      • Add a client organisation to your practice
      • Add a trial organisation for your client
      • Set up or change client codes
      • Create groups to organise your clients
      • View billing accounts
      • Change billing account
      • Understanding your partner invoice
      • Update contact or payment details
      • Transfer subscription
      • Invite Xero Support into your practice
      • Cancel a client's subscription
      • Certification
        • Xero certification for partners
        • Become Xero advisor certified
        • Become Xero migration certified
        • Maintain your certification
        • Check your certification credits and status
        • Certification expiry
      • Update practice profile
    • Assurance Dashboard
      • About
      • User activity
      • Manually updated bank accounts
      • Contacts with identical or edited bank accounts
      • Backdated invoices & bills
    • Exporting & importing
      • Import client's coded CSV bank statement file
      • Export GL data
      • Export uncoded statement lines
    • Fixed assets
      • Set up fixed assets
        • Get started
        • Select a start date
        • Create a new asset type
        • Enter fixed assets opening balances
        • Set default accounts
        • Change the numbering convention
      • Record new assets
        • Ways to add fixed assets
        • Add a fixed asset
        • Add a fixed asset purchased before your start date in Xero
        • Register many draft fixed assets at once
        • Record assets that don't get depreciated
        • Copy an asset
        • Import fixed assets into Xero in bulk
        • Bulk import rules and requirements
        • Import fixed assets into another Xero organisation
        • Add fixed assets through transactions
        • Add fixed assets bought on hire purchase
      • Depreciate fixed assets
        • Depreciation of fixed assets
        • Depreciation methods
        • Run depreciation on assets
        • Roll back depreciation
      • Maintain fixed assets register
        • Maintain fixed assets register
        • Edit assets
          • Edit or register draft fixed asset
          • Update multiple draft fixed assets
          • Edit registered asset
        • Export fixed assets
        • Dispose or delete assets
          • Dispose of or sell an asset
          • Undo the disposal of an asset
          • Delete a draft fixed asset
          • Delete a registered fixed asset
        • Edit fixed assets settings
          • Change fixed assets start date
          • Edit fixed asset type
          • Delete fixed asset type
      • Troubleshoot fixed assets
        • How do I update fixed assets after my financial year end has changed?
        • Can I remove my register and start again?
        • Troubleshooting Fixed Asset Reconciliation report
        • Using fixed assets after 22 September 2015
        • Troubleshooting fixed assets after 22 September 2015
    • Manual journals
      • About manual journals
      • Add or edit a single manual journal
      • Add or post multiple manual journals
      • View manual journals
      • Copy a manual journal
      • Reverse a manual journal
      • Void or archive multiple journals
      • Delete multiple draft journals
      • Repeating journals
    • Recoding
      • About
      • Get started
      • Find a group of transaction lines
      • View and select transaction lines
      • Recode a group of transaction lines
      • View recoding history
      • Troubleshooting
    • Report templates
      • Report templates
      • Get started
        • Get started
        • Set up staff access
        • Create a template
      • Edit templates
        • Add cover or contents page
        • Edit a report
        • Edit report settings
        • Give template default title
        • Give template internal name
        • Reorder or remove reports
      • Manage practice templates
        • Archive a template
        • Delete a template
        • Move to 'draft'
        • Move to 'ready to use'
      • Produce templates
        • Export a template
        • Generate a draft template
        • Modify contents of a client's template
        • Publish a template
        • Statement of Cash Flows
      • Report codes
        • Report codes
        • Import or export report codes
        • Map report codes
        • Review report codes
      • Report fields
        • Create client report fields
        • Create practice report fields
        • Customise a client report field
    • Ways to achieve journal to bank account in Xero
    • Do a year end
    • Cashflow forecasting
    • Make inter-company transfer
    • Manage trust accounts in Xero
    • Update many accounts
    • Accounting for shareholder dividends
    • Record movements in system accounts
    • Customise the Balance Sheet layout
    • Monthly comparatives in Profit & Loss
  • Xero releases
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