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)