4 min read

Xero Excuses

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If you are new to the finance side of a small club or business, then Friendly Manager highly recommends Xero. An easy and affordable platform that was designed right here in New Zealand 

If you are already using Xero, are you using it to the best capacity? Could you be making more out of the platform?  

Xero offers training courses as well as many guides that can come in handy. 
https://www.xero.com/nz/resources/small-business-guides/   

If you are new to Xero, then here are some basic tips to help you use Xero more efficiently 

  1. For a quick login, copy the URL and save the page as a bookmark in your desktop. 
  2. To view multiple pages, right click and select open in new tab.  
  3. To use payment references, add the transaction number in the reference field.  
  4. Copy an invoice already created, you can then edit the copy with the correct fields.  
  5. Voided Items, Business menu -> Invoices -> Bills to pay -> All select status and choose Void.  
  6. Claim Codes, Accounting Menu -> Chart of Accounts -> show or clear the Expenses claims box. 
  7. Customise report layoutcreate a custom report layout which you can then set to default 

More tips and tricks published by Xero.  
https://central.xero.com/s/article/Tips-and-shortcuts#Generaltips   

 

{Download Friendly Managers help docs PDF so you can optimise how you use Xero}