Xero video how-tos

Here's a list of tips and tricks video-tutorials.

Settings

• Email templates (2:10)
• Standard invoice themes (2:50)

Banking

• Bank reconciliation summary (1:00)
• Duplicate bank statement lines (1:19)
• Manually reconciling statement lines (2:01)
• Setting up PayPal in Xero (2:48)
• Managing a loan or mortgage (2:32)
• Manage a business credit card (0:49)
• Managing petty cash (1:27)
• Overpayments (2:33)
• Prepayments (2:33)
• Transfer money between your bank accounts in Xero (1:46)
• Dishonoured payments (1:53)

Sales invoices and bills

• Creating a sales credit (2:48)
• Bills tips and tricks (3:33)
• Contra sales invoice against purchase bill (1:35)
• Sending customer statements (2:25)
• Payment terms (2:31)
• Batch payments (2:38)
• Discounts in Xero (1:24)
• Cash refunds (2:28)
• Purchase credit notes (2:18)
• Branding docx invoice templates (7:46)

Reports and budget

• Balance Sheet (1:50)
• Profit and loss (3:28)
• Create Report Layouts (2:36)

Contacts

• Managing contacts (4:09)

Work with your accountant or bookkeeper

• Distribution to Beneficiaries (1:40)
• The export function (0:27)
• Manual journals (3:24)
• Restarting an organisation (4:32)