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GET STARTED ON XERO AS A SMALL BUSINESS - GET STARTED

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GET HELP FROM XERO SUPPORT - ARTICLE

Get help with Xero or Hubdoc and contact the Xero support team. Use Xero Central
if you need help with Xero or Hubdoc, or contact our support team.

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Help article


RECEIVABLE INVOICE SUMMARY REPORT - ARTICLE

Run the Receivable Invoice Summary report to view a list of all invoices, credit
notes and overpayments ... The Receivable Invoice Summary lists sales invoices,
credit notes and overpayments ...

 * For small businesses
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Help article


DISRUPTIONS TO BANK FEEDS - ARTICLE

Find out about any current or recent bank feed delays or issues. Check for any
current or recent bank feed delays or issues.

 * For small businesses
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BUILD YOUR XERO SKILLS
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Course


CREATE AND EDIT PROJECTS - INTELLUM ACTIVITY

Add work you do for clients as a project. ... Break it into manageable tasks,
and add deadlines to keep on track. ... Monitor project profitability with
estimated hours and charge out rates.

 * For accountants & bookkeepers
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Course


XERO ADVISOR CERTIFICATION: SELF-PACED - INTELLUM ACTIVITY

Complete this self-paced course to earn your Xero advisor certification. ... You
can work through it in your own time, and pick up from where you left off.

 * For accountants & bookkeepers
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Course


XERO ADVISOR CERTIFICATION - INTELLUM ACTIVITY

Earn your Xero advisor certification and discover the best way to set up and use
Xero for your business or clients. ... Work through the self-paced course, or
complete the fast-track assessment if ...

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OLD V NEW REPORTS - DISCUSSION

This really concerns me as I am yet to see a new report that is better and more
user friendly than the old ones. ... I feel like this has been mentioned
frequently but Xero seem to be deaf to their...

 * 12 July 2022
 * Answered

Discussion


HOW DO WE BACKUP OUR XERO DATA? - DISCUSSION

How do we backup our accounting records onto our local drive?? ... Is there
function where Xero will run auto-backup at the end of each business day?? ...
Hey there Suit Fong. ... We don't currentl...

 * 25 August 2021
 * Answered

Discussion


WHY DO YOU NEED AN ACCOUNTANT OF BOOKKEEPER TO USE XERO LEDGER OR ... -
DISCUSSION

I want to start tracking my spending in Xero, but I see I need to do it through
an Accountant or bookkeeper that is a Xero Partner. ... Secondly, why can't I do
the processing? ... All I want to do...

 * 27 July 2023
 * Answered

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Managing contacts, clients and communication in Xero, Practice Manager and Xero
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Managing roles and permissions for users in your Xero organisation

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