Wokingham Accountants

Xero

Xero Tutorials

Xero is a fantastic software and will enable you to not only keep compliant records but also enable you to track your profit and cash flow in real time.

We would suggest keeping on top of your books (i.e. adding sales, adding bills & matching them to your bank) as it becomes a huge task if you have to catch up with things - trust us when we say, its much easier to work things out a short period after the event than a few months (or even years!) down the line.

We would also suggest using the app to add expenses (and sales if you’re on the go) - to download it, click here for apple users and here for android users.

Please do not hesitate to contact us if you have any queries.


Connect your bank accounts to establish a bank feed, so that you can automatically receive your business banking transactions in Xero. Xero is beautiful accounting software for small businesses and their advisors. See your cashflow in real-time with online accounting, invoicing, payroll, billing & banking. Just login and see the difference.

Link bank account

Click here for a list of banks that send daily feeds of bank transactions directly into Xero. You can set up feeds from multiple banks and any number of bank accounts.

Direct bank feeds are automatic, secure, accurate and reliable – there’s no need to do manual imports anymore. Some banks charge fees for the provision of a bank feed.

If your bank doesn’t offer direct bank feeds to Xero, you will still be able to connect a free Yodlee bank feed - the drawback to Yodlee feeds is that transactions brought into Xero may not be 100% accurate and so you’ll need to check these against your bank statements.


In this tutorial, you will learn how to create great looking and professional invoice templates in Xero. Xero is beautiful accounting software for small businesses and their advisors. See your cashflow in real-time with online accounting, invoicing, payroll, billing & banking. Just login and see the difference.

EDIT STANDARD INVOICE

Create great looking and professional sales invoices to send to your customers


Learn about easy-to-use Xero online invoicing to send beautiful invoices and receive online payments, helping you to get paid faster. Xero is beautiful accounting software for small businesses and their advisors. See your cashflow in real-time with online accounting, invoicing, payroll, billing & banking. Just login and see the difference.

Invoice customers

Learn how to produce and send sales invoices to your customers.


Create a bill for items you've received that you need to pay for (sometimes called accounts payable). You can add related files to bills, and code items to different accounts. For more help, see: https://help.xero.com/Payments_AP_AddInvoice Xero is beautiful accounting software for small businesses and their advisors.

Add Bills from Suppliers

Learn how to add expense receipts. We would suggest using the app - to download it, click here for apple users and here for android users.


Learn about Bank reconciliation with Xero. This video shows how to; find a transaction to reconcile with a bank payment, reconcile multiple invoices or bills with a single item on the bank statement, and transfer money between accounts. Xero is beautiful accounting software for small businesses and their advisors.

MATCH Bank TRANSACTIONS

Learn how to match sales and bills to your bank transactions.


VAT tutorials

VAT on mileage - reclaim VAT on the fuel element of mileage reimbursement.