Learn how to set up and manage contacts in Xero. This video walks you through adding new contacts, organising them effectively, and using contact details to simplify invoicing and reporting.
Adding a New User to Your Organisation in Xero
Learn how to quickly invite a new user to your organisation, giving them access to your accounting data and managing their permissions with ease.
Learn how to set up automated bank feeds in Xero. This video guides you through linking your bank account, automatically importing transactions, and keeping your financial records up to date.
Manually Importing Bank Transactions into Xero
Learn how to manually import bank transactions into Xero, including preparing your file, importing transactions, and reconciling them for accurate accounts.
Bank Reconciliation in Xero
Learn how to quickly reconcile your bank transactions in Xero, ensuring your accounts are accurate.
How to Reconcile Partial Payments in the Bank
Learn how to reconcile partial payments in Xero, including matching transactions, splitting payments, and keeping your accounts accurate.
Batch Payments in Xero
Learn how to quickly create and manage batch payments in Xero, streamlining your payment process and saving valuable time.
Streamlining Bookkeeping with Bank Rules
Learn how to streamline your bookkeeping in Xero using bank rules. This video shows you how to set up rules to automatically categorise transactions, saving you time and reducing errors.
Streamlining Cash Transfers in Xero
Learn how to streamline cash transfers in Xero. This video guides you through recording, matching, and reconciling cash transfers between accounts efficiently, ensuring your records stay accurate.
Sales and Invoicing
Setting up and Sending Invoices in Xero
Learn how to set up and send invoices efficiently in Xero, including creating professional templates, customising details, and streamlining your billing process.
Customising Sales Invoices in Xero
Learn how to customise sales invoices in Xero by adjusting templates, adding logos, and personalising messages to suit your brand.
Setting up Recurring Invoices with Xero
Learn how to set up recurring invoices in Xero. This video walks you through creating automated invoices for regular clients, customising details, and saving time on repetitive tasks.