Xero : A Comprehensive Guide for Accountants and Bookkeepers 1st Edition by Amanda 9781119759218 1119759218

Xero : A Comprehensive Guide for Accountants and Bookkeepers 1st Edition Amanda Aguillard – Ebook Instant Download/Delivery ISBN(s): 9781119759218, 1119759218

Product details:

• ISBN 10:1119759218
• ISBN 13: 9781119759218
• Author:  Amanda 

Xero
A Comprehensive Guide for Accountants and Bookkeepers

Table contents:

Chapter 1: Introduction to Xero
Working in the Cloud
Xero’s Security Protocol
Choosing the Right Subscription
Xero’s Partner Program
Basic Accounting and Nomenclature
Notes
Chapter 2: Leveraging Xero within an Ecosystem
A Primer on APIs
Xero as Part of a Cloud Accounting Ecosystem
Understanding Client Needs
Layering Applications
Samples of Niche Ecosystems
Note
Chapter 3: Xero HQ
Overview of Xero HQ
Accessing Xero HQ
Editing User Profile
Account Settings
Activity
Client
Explorer
Reports
Ask
Staff
Practice
Chapter 4: Navigating through Xero
Accessing the Xero Organization
General Tips
Dashboard
Business Tab
Accounting Tab
Projects
Contacts
Quick Add (+)
Search
Notifications
Help
User Profile
Other Features and Apps under the Organization Name
Chapter 5: Creating a Xero Organization
Creating a Xero Organization from Xero HQ
Converting from Other Systems
Chart of Accounts
Manually Entering Conversion Balances
Adding Invoices and Bills
Adding Fixed Assets
Importing Conversion Balances on Chart of Accounts
Comparative Balances
Chapter 6: Settings
Organization Settings
Advanced Settings
Chapter 7: Contacts
Navigating the Contacts Screen
Contact Fields
Adding Contacts
Editing Contact Details
Merging Contacts
Archiving Contacts
Contact Groups
Smart Lists
Chapter 8: Inventory
Adding Inventory Items
Editing Inventory Item Details
Importing Beginning Balances
Managing Inventory Balances
Deleting or Inactivating Items
Chapter 9: Banking and Bank Feeds
Overview of the Bank Accounts Screen
Bank Accounts
Bank Feeds
Importing Bank Statements
Managing Bank Statements and Statement Lines
Chapter 10: Bank Reconciliation
Overview of Bank Reconciliation Screen
Posting Transactions to the Bank Account
Reconciling Bank Transactions
Discuss Tab
Bank Rules
Cash Coding
Reconciling a Stripe Feed
Optimal Workflow for Bank Reconciliation
Errors in Bank Coding and Matching
Chapter 11: Sales and Invoicing
Overview of Sales
Viewing the Invoice Listing
Creating an Invoice
Sending Invoices Electronically
Managing Invoices
Applying Payments to Invoices
Batch Deposits
Credit Notes
Repeating Invoices
Group Invoices
Quotes
Managing Customer Credit
Sending Customer Statements
Sending Customer Receipts
How Sales Tax Is Handled on Invoices
Viewing Invoice History and Notes
Bulk Importing Invoices
Invoices from Third-Party Sales Systems
Workarounds for Sales Integrations
Invoicing for Billable Expenses
Handling Returned or NSF Checks
Chapter 12: Purchases and Bills
Overview of Purchases
Viewing the Bill Listing
Creating a Bill
Billable Expenses
Creating a Bill from a File
Managing Bills
Credit Notes
Repeating Bills
Managing Repeating Bill Templates
Purchase Orders
Creating Purchase Orders
Bulk Importing Bills
Payments
Managing Checks
Editing Checks
Expense Claims
Chapter 13: Fixed Assets
Overview of Fixed Assets
Accessing the Fixed Asset Module
Setting Up the Fixed Assets Module
Adding Fixed Assets
Depreciation
Disposing Fixed Assets
Reconciling the Asset Subledger
Depreciation Reports
Chapter 14: Multicurrency
About Multicurrency
Creating a Foreign Currency Transaction
Chapter 15: Advanced Tools
Manual Journal Entries
Find and Recode
Assurance Dashboard
History and Notes
Exporting Accounting Data
Chapter 16: Reporting
Overview of Reporting
Generating Reports
Editing Report Layouts
Editing Transactional Reports
Saving Custom Report Layouts
Publishing Reports
Exporting Reports
Leveraging Key Reports
Chapter 17: Month-End Reconciliation
Reconciliation Report
Understanding the Reconciliation Report
Reconciling Credit Card Accounts
Identifying Errors in the Reconciliation Report
Verifying Timing Difference Lines
Reviewing the Month’s Coding
Locking Dates
Month-End Reconciliation Process
Chapter 18: Advisory Tools
Short-Term Cash Flow
Business Snapshot
Business Performance
Budget Manager
Chapter 19: Xero Expenses
Setting Up Xero Expenses
Reimbursable versus Nonreimbursable Claims
Submitting Expense Claims
Submitting Mileage Claims
Approving Expense and Mileage Claims
Paying Expense and Mileage Claims
Understanding the Company’s Expense Claims
Chapter 20: Xero Projects
Setting Up Xero Projects
Overview of the Projects Dashboard
Creating a Project
Duplicating a Project
Creating a Quote for a Project
Adding Time to Project
Adding Expenses to a Project
Invoicing Projects
Viewing Reports
Profitability Dashboard
About the Website
Index
End User License Agreement
Read Less

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