As a Xero Gold partner we are passionate about how Xero can help small businesses better manage their finances and their business performance. But getting a good accounting system is just the first step, learning how to use it properly is where you get the real benefit.

That is why we have a programme of documenting tips and tricks, creating videos and running webinars, so you can get the most out of Xero and keep up to date with all the latest features.

As we develop our tips and tricks videos we will add them to this page for easy access.  If you have any requests or suggestions then please let us know.

Xero Tips & Tricks Videos

Getting started with bank Transactions

Sales (Invoicing your customers) – Part 1

Sales (Invoicing your customers) – Part 2

Accounts Receivable (Chasing Payment) – Part 1

Accounts Receivable (Chasing Payment) – Part 2

How to create a quick budget based on previous years results

 

Coming soon……

Adding files to Xero

How to account for transfers

Customising invoices