Xero for Dummies:
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Newark
John Wiley & Sons, Incorporated
2022
|
| Ausgabe: | 5th ed |
| Schlagworte: | |
| Online-Zugang: | HWR01 |
| Beschreibung: | 1 Online-Ressource (521 Seiten) |
| ISBN: | 9780730394624 |
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MARC
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| 245 | 1 | 0 | |a Xero for Dummies |
| 250 | |a 5th ed | ||
| 264 | 1 | |a Newark |b John Wiley & Sons, Incorporated |c 2022 | |
| 264 | 4 | |c ©2022 | |
| 300 | |a 1 Online-Ressource (521 Seiten) | ||
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| 505 | 8 | |a Intro -- Title Page -- Copyright page -- Table of Contents -- Foreword -- Introduction -- About This Book -- Foolish Assumptions -- Icons Used in This Book -- Where to Go from Here -- Part 1 Getting Started with Xero -- Chapter 1 Getting to Know Xero -- Understanding the Advantages of Xero -- Exploring Xero's Different Editions -- Homepage: Checking Out the Dashboard -- Understanding Your Team's Needs -- Integrating Xero into Your Strategic Planning -- Generating accurate, complete and timely data entry -- Introducing Management Reporting and the analysis capabilities of Xero -- Taking Advantage of Support Options -- Using Xero in a Training Environment -- Chapter 2 Getting Organised: Setting Up Xero from Scratch -- Preparing for Set-Up -- Checking your browser and system requirements -- Collecting your business data -- Signing Up for Xero -- Getting started -- Organisation Settings -- Financial Settings -- Understanding Bookkeeping Basics -- Working out how account types affect your reports -- Creating a chart of accounts that works for you -- Developing your own chart of accounts -- Setting Up Your Chart of Accounts -- Using Xero's default Chart of Accounts -- Customising your chart of accounts -- Putting Your Accounts into Practice -- Checking your conversion balances -- Adding comparative balances -- Entering historical invoices, bills and credit notes -- Adding Ways to Get Paid -- Setting up bank accounts -- Including credit cards -- Online payment options -- Tax Rates -- Chapter 3 Converting to Xero from Another System -- Preparing to Import Data from a Non-Accounting Program -- Converting paper-based records -- Working with spreadsheets -- Getting Ready to Convert from an Accounting Program -- Getting ready to convert -- Converting exported CSV files into Excel -- Preparing data for import -- Mapping tax rates -- Importing Data into Xero | |
| 505 | 8 | |a Chart of accounts -- Contacts -- Inventory items -- Sales -- Purchases -- Bank transactions -- Manual journals -- Fixed assets -- Unpresented payments or uncleared funds -- Turning Off Your Old System -- Accessing historical data -- Moving to the new system -- Confirming the switchover date -- Chapter 4 Fine-tuning Your Set-Up -- Tools of the Trade: Understanding the Dashboard -- Xero balance versus bank balance -- Total Cash In and Out -- Account Watchlist -- Invoices Owed to You -- Bills You Need to Pay -- Dealing with expense claims -- Setting Up Users -- Understanding user access levels -- Inviting other users to access Xero -- Taking Advantage of Live Bank Feeds -- Activating live bank feeds -- Organising bank accounts on your dashboard -- Managing bank feeds -- Manually Importing Statements -- Bank Rules -- Setting up bank rules -- Managing bank rules -- Using File Storage and the Xero Inbox -- Part 2 Daily Activities -- Chapter 5 Managing Your Contacts -- Setting Up Customers -- Setting Up Suppliers -- Connecting Your Contacts to Workspace or Office 365 -- Sync Xero contacts with Google contacts and Microsoft Outlook -- Connecting your email account to your contacts -- Tweaking Your Contacts after Set-Up -- Finding your contacts -- Managing your contacts -- Grouping your contacts -- Merging your contacts -- Unpicking accidentally merged contacts -- Archiving your outdated contacts -- Setting Up Employees -- Utilising Smart Lists CRM Functionality -- Chapter 6 Managing Your Sales -- Navigating the Sales Dashboard -- Money Coming In -- Customers Owing the Most - list -- Customers Owing the Most - pie chart -- Mastering Basic Invoice Functions -- Creating a new sales invoice -- Accessing additional functionality in New invoice style -- Saving, approving and cancelling invoices -- Sending an invoice to a customer | |
| 505 | 8 | |a Mastering More Advanced Invoice Functions -- Designing clear invoices for a positive cash flow -- Working with repeating invoices -- Invoicing contact groups -- Managing credit notes -- Creating a new quote -- Recording Payments -- Receipting against sales invoices -- Sending receipts -- Recording income for a simple cash business -- Making use of batch payments -- Removing allocated payments -- Taking Advantage of Email Templates -- Defining your user email addresses -- Creating a new email template -- Deleting customised templates -- Connecting with contacts via social media -- Following Up on Outstanding Debtors -- Setting up invoice reminders -- Making use of statements -- Chapter 7 Managing Your Payables -- Navigating the Purchases Dashboard -- Managing Your Supplier Bills -- Creating a new bill -- Approving and cancelling bills -- Generating a purchase order -- Making Payments -- Recording an individual payment -- Recording batch payments -- Creating a new batch payment -- Exporting a batch file to your bank -- Removing allocated payments -- Mastering Other Payment Considerations -- Printing bills -- Working with Repeating Bills -- Scheduling payments -- Stylising your check -- Sending remittance advice -- Managing credit notes -- Taking advantage of Hubdoc -- Entering Expense Claims -- Understanding Xero Expenses functionality -- Defining Expense Settings -- Adding a new expense claim -- Making mobile expense claims -- Submitting a claim for approval -- Reviewing and authorising the claim -- Paying the claim -- Adding a new mileage claim -- Chapter 8 Reconciling Your Bank Accounts -- Preparing to Reconcile -- Automagically Reconciling Accounts -- Understanding the hierarchy for matching -- Accepting transactions Xero has matched correctly -- Tweaking Transactions to Reconcile -- Matching misfit transactions -- Create -- Transfer -- Discuss | |
| 505 | 8 | |a Reviewing other possible matches -- Taking Advantage of Cash Coding -- Getting familiar with Cash Coding -- Understanding bulk coding -- Viewing Bank Statements -- Viewing Account Transactions -- Using the Spend Money and Receive Money Options -- Direct payment -- Prepayment -- Overpayment -- Underpayment -- Processing prepayments and overpayments -- Searching for a transaction -- Fixing Errors -- Resolving the difference between Xero balances and bank balances -- Undertaking detailed searches to find and recode transactions -- Unreconciling a bank transaction -- Removing and undoing a bank transaction -- What Happens in Life Happens in Xero -- Part 3 Making the Routine, Routine -- Chapter 9 Generating Reports -- Understanding the Reports Available in Xero -- Accessing Xero's business reports -- Selecting your favourite reports -- Sorting and filtering -- Customising Reports -- Customising report layouts -- Adding reporting 'bling': Text Blocks and Footnotes -- Changing views -- Understanding Xero's Different Reporting Options -- Draft -- Published -- Archived -- Exporting Reports -- Accessing Management Reports -- Chapter 10 Mastering Your Weekly and Monthly Tasks -- Confirming Accounts are Complete -- Reconciling Bank Accounts, Credit Card and Online Payment Gateway Accounts -- Checking Off the Transactions in Your Clearing Accounts -- Reconciling Your Consumer Tax Control Account -- Reviewing Your Business Information -- General Ledger Exceptions report -- Invoicing -- Aged Receivables -- Aged Payables -- Reporting to Your Tax Authority -- Australian reporting -- Canadian reporting -- New Zealand reporting -- Singapore reporting -- South Africa reporting -- US reporting -- UK reporting -- Recording payments to your tax authority -- Taking Advantage of Xero's Budget Functions -- Creating a budget -- Reviewing and editing your budget | |
| 505 | 8 | |a Setting a Period Lock Date -- Chapter 11 End of Financial Year Reporting -- Getting Ready for the End of the Financial Year -- Finding out where you're at -- Being prepared early -- Reconciling tax payments for the year -- Processing a bad debt -- Preparing Accounts for Your Tax Accountant -- Helping with Tax Accountant Tasks -- Enabling your tax accountant to work directly in Xero -- Exporting general ledger transactions -- Entering manual journals -- Special Considerations -- Publishing end-of-year reports -- Locking down accounts -- Part 4 Getting the Most Out of Xero -- Chapter 12 Monitoring Your Business -- Identifying Key Metrics -- Using Xero to set realistic targets and strategies -- Setting KPIs and rewarding success -- Reviewing your business strategy -- Generating Useful Information -- Taking advantage of management reports -- Delving deeper into the Executive Summary report -- Assessing your performance -- Evaluating your position -- Unpicking the details -- Customising the Management Report -- Unravelling the Business Performance dashboard -- Exploring the Analytics Plus Reports -- The Business Snapshot report -- Short Term Cash Flow -- Understanding Xero's Tracking Options -- Using Tracking -- Working out what your business should track -- Setting up Tracking -- Editing, deleting and applying Tracking options -- Reviewing Tracking reports -- Tracking conversion balances -- Maintaining Budget Control: Budget Manager -- Exploring Xero Projects -- Defining Project Settings -- Adding a new Project -- Adding a Project Task -- Adding a Project Expense -- Recording a Time Entry -- Raising a Deposit Invoice for a Project -- Invoicing billable Tasks & -- Expenses -- Raising a Project Invoice -- Tracking Project time entries from your mobile device -- Project reporting -- Chapter 13 Managing Your Inventory Items | |
| 505 | 8 | |a Understanding Inventory Items | |
| 653 | 6 | |a Electronic books | |
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Datensatz im Suchindex
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| author | Smith, Heather |
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| building | Verbundindex |
| bvnumber | BV048324758 |
| collection | ZDB-30-PQE |
| contents | Intro -- Title Page -- Copyright page -- Table of Contents -- Foreword -- Introduction -- About This Book -- Foolish Assumptions -- Icons Used in This Book -- Where to Go from Here -- Part 1 Getting Started with Xero -- Chapter 1 Getting to Know Xero -- Understanding the Advantages of Xero -- Exploring Xero's Different Editions -- Homepage: Checking Out the Dashboard -- Understanding Your Team's Needs -- Integrating Xero into Your Strategic Planning -- Generating accurate, complete and timely data entry -- Introducing Management Reporting and the analysis capabilities of Xero -- Taking Advantage of Support Options -- Using Xero in a Training Environment -- Chapter 2 Getting Organised: Setting Up Xero from Scratch -- Preparing for Set-Up -- Checking your browser and system requirements -- Collecting your business data -- Signing Up for Xero -- Getting started -- Organisation Settings -- Financial Settings -- Understanding Bookkeeping Basics -- Working out how account types affect your reports -- Creating a chart of accounts that works for you -- Developing your own chart of accounts -- Setting Up Your Chart of Accounts -- Using Xero's default Chart of Accounts -- Customising your chart of accounts -- Putting Your Accounts into Practice -- Checking your conversion balances -- Adding comparative balances -- Entering historical invoices, bills and credit notes -- Adding Ways to Get Paid -- Setting up bank accounts -- Including credit cards -- Online payment options -- Tax Rates -- Chapter 3 Converting to Xero from Another System -- Preparing to Import Data from a Non-Accounting Program -- Converting paper-based records -- Working with spreadsheets -- Getting Ready to Convert from an Accounting Program -- Getting ready to convert -- Converting exported CSV files into Excel -- Preparing data for import -- Mapping tax rates -- Importing Data into Xero Chart of accounts -- Contacts -- Inventory items -- Sales -- Purchases -- Bank transactions -- Manual journals -- Fixed assets -- Unpresented payments or uncleared funds -- Turning Off Your Old System -- Accessing historical data -- Moving to the new system -- Confirming the switchover date -- Chapter 4 Fine-tuning Your Set-Up -- Tools of the Trade: Understanding the Dashboard -- Xero balance versus bank balance -- Total Cash In and Out -- Account Watchlist -- Invoices Owed to You -- Bills You Need to Pay -- Dealing with expense claims -- Setting Up Users -- Understanding user access levels -- Inviting other users to access Xero -- Taking Advantage of Live Bank Feeds -- Activating live bank feeds -- Organising bank accounts on your dashboard -- Managing bank feeds -- Manually Importing Statements -- Bank Rules -- Setting up bank rules -- Managing bank rules -- Using File Storage and the Xero Inbox -- Part 2 Daily Activities -- Chapter 5 Managing Your Contacts -- Setting Up Customers -- Setting Up Suppliers -- Connecting Your Contacts to Workspace or Office 365 -- Sync Xero contacts with Google contacts and Microsoft Outlook -- Connecting your email account to your contacts -- Tweaking Your Contacts after Set-Up -- Finding your contacts -- Managing your contacts -- Grouping your contacts -- Merging your contacts -- Unpicking accidentally merged contacts -- Archiving your outdated contacts -- Setting Up Employees -- Utilising Smart Lists CRM Functionality -- Chapter 6 Managing Your Sales -- Navigating the Sales Dashboard -- Money Coming In -- Customers Owing the Most - list -- Customers Owing the Most - pie chart -- Mastering Basic Invoice Functions -- Creating a new sales invoice -- Accessing additional functionality in New invoice style -- Saving, approving and cancelling invoices -- Sending an invoice to a customer Mastering More Advanced Invoice Functions -- Designing clear invoices for a positive cash flow -- Working with repeating invoices -- Invoicing contact groups -- Managing credit notes -- Creating a new quote -- Recording Payments -- Receipting against sales invoices -- Sending receipts -- Recording income for a simple cash business -- Making use of batch payments -- Removing allocated payments -- Taking Advantage of Email Templates -- Defining your user email addresses -- Creating a new email template -- Deleting customised templates -- Connecting with contacts via social media -- Following Up on Outstanding Debtors -- Setting up invoice reminders -- Making use of statements -- Chapter 7 Managing Your Payables -- Navigating the Purchases Dashboard -- Managing Your Supplier Bills -- Creating a new bill -- Approving and cancelling bills -- Generating a purchase order -- Making Payments -- Recording an individual payment -- Recording batch payments -- Creating a new batch payment -- Exporting a batch file to your bank -- Removing allocated payments -- Mastering Other Payment Considerations -- Printing bills -- Working with Repeating Bills -- Scheduling payments -- Stylising your check -- Sending remittance advice -- Managing credit notes -- Taking advantage of Hubdoc -- Entering Expense Claims -- Understanding Xero Expenses functionality -- Defining Expense Settings -- Adding a new expense claim -- Making mobile expense claims -- Submitting a claim for approval -- Reviewing and authorising the claim -- Paying the claim -- Adding a new mileage claim -- Chapter 8 Reconciling Your Bank Accounts -- Preparing to Reconcile -- Automagically Reconciling Accounts -- Understanding the hierarchy for matching -- Accepting transactions Xero has matched correctly -- Tweaking Transactions to Reconcile -- Matching misfit transactions -- Create -- Transfer -- Discuss Reviewing other possible matches -- Taking Advantage of Cash Coding -- Getting familiar with Cash Coding -- Understanding bulk coding -- Viewing Bank Statements -- Viewing Account Transactions -- Using the Spend Money and Receive Money Options -- Direct payment -- Prepayment -- Overpayment -- Underpayment -- Processing prepayments and overpayments -- Searching for a transaction -- Fixing Errors -- Resolving the difference between Xero balances and bank balances -- Undertaking detailed searches to find and recode transactions -- Unreconciling a bank transaction -- Removing and undoing a bank transaction -- What Happens in Life Happens in Xero -- Part 3 Making the Routine, Routine -- Chapter 9 Generating Reports -- Understanding the Reports Available in Xero -- Accessing Xero's business reports -- Selecting your favourite reports -- Sorting and filtering -- Customising Reports -- Customising report layouts -- Adding reporting 'bling': Text Blocks and Footnotes -- Changing views -- Understanding Xero's Different Reporting Options -- Draft -- Published -- Archived -- Exporting Reports -- Accessing Management Reports -- Chapter 10 Mastering Your Weekly and Monthly Tasks -- Confirming Accounts are Complete -- Reconciling Bank Accounts, Credit Card and Online Payment Gateway Accounts -- Checking Off the Transactions in Your Clearing Accounts -- Reconciling Your Consumer Tax Control Account -- Reviewing Your Business Information -- General Ledger Exceptions report -- Invoicing -- Aged Receivables -- Aged Payables -- Reporting to Your Tax Authority -- Australian reporting -- Canadian reporting -- New Zealand reporting -- Singapore reporting -- South Africa reporting -- US reporting -- UK reporting -- Recording payments to your tax authority -- Taking Advantage of Xero's Budget Functions -- Creating a budget -- Reviewing and editing your budget Setting a Period Lock Date -- Chapter 11 End of Financial Year Reporting -- Getting Ready for the End of the Financial Year -- Finding out where you're at -- Being prepared early -- Reconciling tax payments for the year -- Processing a bad debt -- Preparing Accounts for Your Tax Accountant -- Helping with Tax Accountant Tasks -- Enabling your tax accountant to work directly in Xero -- Exporting general ledger transactions -- Entering manual journals -- Special Considerations -- Publishing end-of-year reports -- Locking down accounts -- Part 4 Getting the Most Out of Xero -- Chapter 12 Monitoring Your Business -- Identifying Key Metrics -- Using Xero to set realistic targets and strategies -- Setting KPIs and rewarding success -- Reviewing your business strategy -- Generating Useful Information -- Taking advantage of management reports -- Delving deeper into the Executive Summary report -- Assessing your performance -- Evaluating your position -- Unpicking the details -- Customising the Management Report -- Unravelling the Business Performance dashboard -- Exploring the Analytics Plus Reports -- The Business Snapshot report -- Short Term Cash Flow -- Understanding Xero's Tracking Options -- Using Tracking -- Working out what your business should track -- Setting up Tracking -- Editing, deleting and applying Tracking options -- Reviewing Tracking reports -- Tracking conversion balances -- Maintaining Budget Control: Budget Manager -- Exploring Xero Projects -- Defining Project Settings -- Adding a new Project -- Adding a Project Task -- Adding a Project Expense -- Recording a Time Entry -- Raising a Deposit Invoice for a Project -- Invoicing billable Tasks & -- Expenses -- Raising a Project Invoice -- Tracking Project time entries from your mobile device -- Project reporting -- Chapter 13 Managing Your Inventory Items Understanding Inventory Items |
| ctrlnum | (ZDB-30-PQE)EBC7001289 (ZDB-30-PAD)EBC7001289 (ZDB-89-EBL)EBL7001289 (OCoLC)1335402962 (DE-599)BVBBV048324758 |
| edition | 5th ed |
| format | Electronic eBook |
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contacts -- Archiving your outdated contacts -- Setting Up Employees -- Utilising Smart Lists CRM Functionality -- Chapter 6 Managing Your Sales -- Navigating the Sales Dashboard -- Money Coming In -- Customers Owing the Most - list -- Customers Owing the Most - pie chart -- Mastering Basic Invoice Functions -- Creating a new sales invoice -- Accessing additional functionality in New invoice style -- Saving, approving and cancelling invoices -- Sending an invoice to a customer</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Mastering More Advanced Invoice Functions -- Designing clear invoices for a positive cash flow -- Working with repeating invoices -- Invoicing contact groups -- Managing credit notes -- Creating a new quote -- Recording Payments -- Receipting against sales invoices -- Sending receipts -- Recording income for a simple cash business -- Making use of batch payments -- Removing allocated payments -- Taking Advantage of Email Templates -- Defining your user email addresses -- Creating a new email template -- Deleting customised templates -- Connecting with contacts via social media -- Following Up on Outstanding Debtors -- Setting up invoice reminders -- Making use of statements -- Chapter 7 Managing Your Payables -- Navigating the Purchases Dashboard -- Managing Your Supplier Bills -- Creating a new bill -- Approving and cancelling bills -- Generating a purchase order -- Making Payments -- Recording an individual payment -- Recording batch payments -- Creating a new batch payment -- Exporting a batch file to your bank -- Removing allocated payments -- Mastering Other Payment Considerations -- Printing bills -- Working with Repeating Bills -- Scheduling payments -- Stylising your check -- Sending remittance advice -- Managing credit notes -- Taking advantage of Hubdoc -- Entering Expense Claims -- Understanding Xero Expenses functionality -- Defining Expense Settings -- Adding a new expense claim -- Making mobile 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Undertaking detailed searches to find and recode transactions -- Unreconciling a bank transaction -- Removing and undoing a bank transaction -- What Happens in Life Happens in Xero -- Part 3 Making the Routine, Routine -- Chapter 9 Generating Reports -- Understanding the Reports Available in Xero -- Accessing Xero's business reports -- Selecting your favourite reports -- Sorting and filtering -- Customising Reports -- Customising report layouts -- Adding reporting 'bling': Text Blocks and Footnotes -- Changing views -- Understanding Xero's Different Reporting Options -- Draft -- Published -- Archived -- Exporting Reports -- Accessing Management Reports -- Chapter 10 Mastering Your Weekly and Monthly Tasks -- Confirming Accounts are Complete -- Reconciling Bank Accounts, Credit Card and Online Payment Gateway Accounts -- Checking Off the Transactions in Your Clearing Accounts -- Reconciling Your Consumer Tax Control Account -- Reviewing Your Business Information -- General Ledger Exceptions report -- Invoicing -- Aged Receivables -- Aged Payables -- Reporting to Your Tax Authority -- Australian reporting -- Canadian reporting -- New Zealand reporting -- Singapore reporting -- South Africa reporting -- US reporting -- UK reporting -- Recording payments to your tax authority -- Taking Advantage of Xero's Budget Functions -- Creating a budget -- Reviewing and editing your budget</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Setting a Period Lock Date -- Chapter 11 End of Financial Year Reporting -- Getting Ready for the End of the Financial Year -- Finding out where you're at -- Being prepared early -- Reconciling tax payments for the year -- Processing a bad debt -- Preparing Accounts for Your Tax Accountant -- Helping with Tax Accountant Tasks -- Enabling your tax accountant to work directly in Xero -- Exporting general ledger transactions -- Entering manual journals -- Special Considerations -- Publishing end-of-year reports -- Locking down accounts -- Part 4 Getting the Most Out of Xero -- Chapter 12 Monitoring Your Business -- Identifying Key Metrics -- Using Xero to set realistic targets and strategies -- Setting KPIs and rewarding success -- Reviewing your business strategy -- Generating Useful Information -- Taking advantage of management reports -- Delving deeper into the Executive Summary report -- Assessing your performance -- Evaluating your position -- Unpicking the details -- Customising the Management Report -- Unravelling the Business Performance dashboard -- Exploring the Analytics Plus Reports -- The Business Snapshot report -- Short Term Cash Flow -- Understanding Xero's Tracking Options -- Using Tracking -- Working out what your business should track -- Setting up Tracking -- Editing, deleting and applying Tracking options -- Reviewing Tracking reports -- Tracking conversion balances -- Maintaining Budget Control: Budget Manager -- Exploring Xero Projects -- Defining Project Settings -- 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| id | DE-604.BV048324758 |
| illustrated | Not Illustrated |
| index_date | 2024-07-03T20:12:44Z |
| indexdate | 2024-07-10T09:35:18Z |
| institution | BVB |
| isbn | 9780730394624 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-033704054 |
| oclc_num | 1335402962 |
| open_access_boolean | |
| owner | DE-2070s |
| owner_facet | DE-2070s |
| physical | 1 Online-Ressource (521 Seiten) |
| psigel | ZDB-30-PQE ZDB-30-PQE HWR_PDA_PQE |
| publishDate | 2022 |
| publishDateSearch | 2022 |
| publishDateSort | 2022 |
| publisher | John Wiley & Sons, Incorporated |
| record_format | marc |
| spelling | Smith, Heather Verfasser aut Xero for Dummies 5th ed Newark John Wiley & Sons, Incorporated 2022 ©2022 1 Online-Ressource (521 Seiten) txt rdacontent c rdamedia cr rdacarrier Intro -- Title Page -- Copyright page -- Table of Contents -- Foreword -- Introduction -- About This Book -- Foolish Assumptions -- Icons Used in This Book -- Where to Go from Here -- Part 1 Getting Started with Xero -- Chapter 1 Getting to Know Xero -- Understanding the Advantages of Xero -- Exploring Xero's Different Editions -- Homepage: Checking Out the Dashboard -- Understanding Your Team's Needs -- Integrating Xero into Your Strategic Planning -- Generating accurate, complete and timely data entry -- Introducing Management Reporting and the analysis capabilities of Xero -- Taking Advantage of Support Options -- Using Xero in a Training Environment -- Chapter 2 Getting Organised: Setting Up Xero from Scratch -- Preparing for Set-Up -- Checking your browser and system requirements -- Collecting your business data -- Signing Up for Xero -- Getting started -- Organisation Settings -- Financial Settings -- Understanding Bookkeeping Basics -- Working out how account types affect your reports -- Creating a chart of accounts that works for you -- Developing your own chart of accounts -- Setting Up Your Chart of Accounts -- Using Xero's default Chart of Accounts -- Customising your chart of accounts -- Putting Your Accounts into Practice -- Checking your conversion balances -- Adding comparative balances -- Entering historical invoices, bills and credit notes -- Adding Ways to Get Paid -- Setting up bank accounts -- Including credit cards -- Online payment options -- Tax Rates -- Chapter 3 Converting to Xero from Another System -- Preparing to Import Data from a Non-Accounting Program -- Converting paper-based records -- Working with spreadsheets -- Getting Ready to Convert from an Accounting Program -- Getting ready to convert -- Converting exported CSV files into Excel -- Preparing data for import -- Mapping tax rates -- Importing Data into Xero Chart of accounts -- Contacts -- Inventory items -- Sales -- Purchases -- Bank transactions -- Manual journals -- Fixed assets -- Unpresented payments or uncleared funds -- Turning Off Your Old System -- Accessing historical data -- Moving to the new system -- Confirming the switchover date -- Chapter 4 Fine-tuning Your Set-Up -- Tools of the Trade: Understanding the Dashboard -- Xero balance versus bank balance -- Total Cash In and Out -- Account Watchlist -- Invoices Owed to You -- Bills You Need to Pay -- Dealing with expense claims -- Setting Up Users -- Understanding user access levels -- Inviting other users to access Xero -- Taking Advantage of Live Bank Feeds -- Activating live bank feeds -- Organising bank accounts on your dashboard -- Managing bank feeds -- Manually Importing Statements -- Bank Rules -- Setting up bank rules -- Managing bank rules -- Using File Storage and the Xero Inbox -- Part 2 Daily Activities -- Chapter 5 Managing Your Contacts -- Setting Up Customers -- Setting Up Suppliers -- Connecting Your Contacts to Workspace or Office 365 -- Sync Xero contacts with Google contacts and Microsoft Outlook -- Connecting your email account to your contacts -- Tweaking Your Contacts after Set-Up -- Finding your contacts -- Managing your contacts -- Grouping your contacts -- Merging your contacts -- Unpicking accidentally merged contacts -- Archiving your outdated contacts -- Setting Up Employees -- Utilising Smart Lists CRM Functionality -- Chapter 6 Managing Your Sales -- Navigating the Sales Dashboard -- Money Coming In -- Customers Owing the Most - list -- Customers Owing the Most - pie chart -- Mastering Basic Invoice Functions -- Creating a new sales invoice -- Accessing additional functionality in New invoice style -- Saving, approving and cancelling invoices -- Sending an invoice to a customer Mastering More Advanced Invoice Functions -- Designing clear invoices for a positive cash flow -- Working with repeating invoices -- Invoicing contact groups -- Managing credit notes -- Creating a new quote -- Recording Payments -- Receipting against sales invoices -- Sending receipts -- Recording income for a simple cash business -- Making use of batch payments -- Removing allocated payments -- Taking Advantage of Email Templates -- Defining your user email addresses -- Creating a new email template -- Deleting customised templates -- Connecting with contacts via social media -- Following Up on Outstanding Debtors -- Setting up invoice reminders -- Making use of statements -- Chapter 7 Managing Your Payables -- Navigating the Purchases Dashboard -- Managing Your Supplier Bills -- Creating a new bill -- Approving and cancelling bills -- Generating a purchase order -- Making Payments -- Recording an individual payment -- Recording batch payments -- Creating a new batch payment -- Exporting a batch file to your bank -- Removing allocated payments -- Mastering Other Payment Considerations -- Printing bills -- Working with Repeating Bills -- Scheduling payments -- Stylising your check -- Sending remittance advice -- Managing credit notes -- Taking advantage of Hubdoc -- Entering Expense Claims -- Understanding Xero Expenses functionality -- Defining Expense Settings -- Adding a new expense claim -- Making mobile expense claims -- Submitting a claim for approval -- Reviewing and authorising the claim -- Paying the claim -- Adding a new mileage claim -- Chapter 8 Reconciling Your Bank Accounts -- Preparing to Reconcile -- Automagically Reconciling Accounts -- Understanding the hierarchy for matching -- Accepting transactions Xero has matched correctly -- Tweaking Transactions to Reconcile -- Matching misfit transactions -- Create -- Transfer -- Discuss Reviewing other possible matches -- Taking Advantage of Cash Coding -- Getting familiar with Cash Coding -- Understanding bulk coding -- Viewing Bank Statements -- Viewing Account Transactions -- Using the Spend Money and Receive Money Options -- Direct payment -- Prepayment -- Overpayment -- Underpayment -- Processing prepayments and overpayments -- Searching for a transaction -- Fixing Errors -- Resolving the difference between Xero balances and bank balances -- Undertaking detailed searches to find and recode transactions -- Unreconciling a bank transaction -- Removing and undoing a bank transaction -- What Happens in Life Happens in Xero -- Part 3 Making the Routine, Routine -- Chapter 9 Generating Reports -- Understanding the Reports Available in Xero -- Accessing Xero's business reports -- Selecting your favourite reports -- Sorting and filtering -- Customising Reports -- Customising report layouts -- Adding reporting 'bling': Text Blocks and Footnotes -- Changing views -- Understanding Xero's Different Reporting Options -- Draft -- Published -- Archived -- Exporting Reports -- Accessing Management Reports -- Chapter 10 Mastering Your Weekly and Monthly Tasks -- Confirming Accounts are Complete -- Reconciling Bank Accounts, Credit Card and Online Payment Gateway Accounts -- Checking Off the Transactions in Your Clearing Accounts -- Reconciling Your Consumer Tax Control Account -- Reviewing Your Business Information -- General Ledger Exceptions report -- Invoicing -- Aged Receivables -- Aged Payables -- Reporting to Your Tax Authority -- Australian reporting -- Canadian reporting -- New Zealand reporting -- Singapore reporting -- South Africa reporting -- US reporting -- UK reporting -- Recording payments to your tax authority -- Taking Advantage of Xero's Budget Functions -- Creating a budget -- Reviewing and editing your budget Setting a Period Lock Date -- Chapter 11 End of Financial Year Reporting -- Getting Ready for the End of the Financial Year -- Finding out where you're at -- Being prepared early -- Reconciling tax payments for the year -- Processing a bad debt -- Preparing Accounts for Your Tax Accountant -- Helping with Tax Accountant Tasks -- Enabling your tax accountant to work directly in Xero -- Exporting general ledger transactions -- Entering manual journals -- Special Considerations -- Publishing end-of-year reports -- Locking down accounts -- Part 4 Getting the Most Out of Xero -- Chapter 12 Monitoring Your Business -- Identifying Key Metrics -- Using Xero to set realistic targets and strategies -- Setting KPIs and rewarding success -- Reviewing your business strategy -- Generating Useful Information -- Taking advantage of management reports -- Delving deeper into the Executive Summary report -- Assessing your performance -- Evaluating your position -- Unpicking the details -- Customising the Management Report -- Unravelling the Business Performance dashboard -- Exploring the Analytics Plus Reports -- The Business Snapshot report -- Short Term Cash Flow -- Understanding Xero's Tracking Options -- Using Tracking -- Working out what your business should track -- Setting up Tracking -- Editing, deleting and applying Tracking options -- Reviewing Tracking reports -- Tracking conversion balances -- Maintaining Budget Control: Budget Manager -- Exploring Xero Projects -- Defining Project Settings -- Adding a new Project -- Adding a Project Task -- Adding a Project Expense -- Recording a Time Entry -- Raising a Deposit Invoice for a Project -- Invoicing billable Tasks & -- Expenses -- Raising a Project Invoice -- Tracking Project time entries from your mobile device -- Project reporting -- Chapter 13 Managing Your Inventory Items Understanding Inventory Items Electronic books Erscheint auch als Druck-Ausgabe Smith, Heather Xero for Dummies Newark : John Wiley & Sons, Incorporated,c2022 9780730394617 |
| spellingShingle | Smith, Heather Xero for Dummies Intro -- Title Page -- Copyright page -- Table of Contents -- Foreword -- Introduction -- About This Book -- Foolish Assumptions -- Icons Used in This Book -- Where to Go from Here -- Part 1 Getting Started with Xero -- Chapter 1 Getting to Know Xero -- Understanding the Advantages of Xero -- Exploring Xero's Different Editions -- Homepage: Checking Out the Dashboard -- Understanding Your Team's Needs -- Integrating Xero into Your Strategic Planning -- Generating accurate, complete and timely data entry -- Introducing Management Reporting and the analysis capabilities of Xero -- Taking Advantage of Support Options -- Using Xero in a Training Environment -- Chapter 2 Getting Organised: Setting Up Xero from Scratch -- Preparing for Set-Up -- Checking your browser and system requirements -- Collecting your business data -- Signing Up for Xero -- Getting started -- Organisation Settings -- Financial Settings -- Understanding Bookkeeping Basics -- Working out how account types affect your reports -- Creating a chart of accounts that works for you -- Developing your own chart of accounts -- Setting Up Your Chart of Accounts -- Using Xero's default Chart of Accounts -- Customising your chart of accounts -- Putting Your Accounts into Practice -- Checking your conversion balances -- Adding comparative balances -- Entering historical invoices, bills and credit notes -- Adding Ways to Get Paid -- Setting up bank accounts -- Including credit cards -- Online payment options -- Tax Rates -- Chapter 3 Converting to Xero from Another System -- Preparing to Import Data from a Non-Accounting Program -- Converting paper-based records -- Working with spreadsheets -- Getting Ready to Convert from an Accounting Program -- Getting ready to convert -- Converting exported CSV files into Excel -- Preparing data for import -- Mapping tax rates -- Importing Data into Xero Chart of accounts -- Contacts -- Inventory items -- Sales -- Purchases -- Bank transactions -- Manual journals -- Fixed assets -- Unpresented payments or uncleared funds -- Turning Off Your Old System -- Accessing historical data -- Moving to the new system -- Confirming the switchover date -- Chapter 4 Fine-tuning Your Set-Up -- Tools of the Trade: Understanding the Dashboard -- Xero balance versus bank balance -- Total Cash In and Out -- Account Watchlist -- Invoices Owed to You -- Bills You Need to Pay -- Dealing with expense claims -- Setting Up Users -- Understanding user access levels -- Inviting other users to access Xero -- Taking Advantage of Live Bank Feeds -- Activating live bank feeds -- Organising bank accounts on your dashboard -- Managing bank feeds -- Manually Importing Statements -- Bank Rules -- Setting up bank rules -- Managing bank rules -- Using File Storage and the Xero Inbox -- Part 2 Daily Activities -- Chapter 5 Managing Your Contacts -- Setting Up Customers -- Setting Up Suppliers -- Connecting Your Contacts to Workspace or Office 365 -- Sync Xero contacts with Google contacts and Microsoft Outlook -- Connecting your email account to your contacts -- Tweaking Your Contacts after Set-Up -- Finding your contacts -- Managing your contacts -- Grouping your contacts -- Merging your contacts -- Unpicking accidentally merged contacts -- Archiving your outdated contacts -- Setting Up Employees -- Utilising Smart Lists CRM Functionality -- Chapter 6 Managing Your Sales -- Navigating the Sales Dashboard -- Money Coming In -- Customers Owing the Most - list -- Customers Owing the Most - pie chart -- Mastering Basic Invoice Functions -- Creating a new sales invoice -- Accessing additional functionality in New invoice style -- Saving, approving and cancelling invoices -- Sending an invoice to a customer Mastering More Advanced Invoice Functions -- Designing clear invoices for a positive cash flow -- Working with repeating invoices -- Invoicing contact groups -- Managing credit notes -- Creating a new quote -- Recording Payments -- Receipting against sales invoices -- Sending receipts -- Recording income for a simple cash business -- Making use of batch payments -- Removing allocated payments -- Taking Advantage of Email Templates -- Defining your user email addresses -- Creating a new email template -- Deleting customised templates -- Connecting with contacts via social media -- Following Up on Outstanding Debtors -- Setting up invoice reminders -- Making use of statements -- Chapter 7 Managing Your Payables -- Navigating the Purchases Dashboard -- Managing Your Supplier Bills -- Creating a new bill -- Approving and cancelling bills -- Generating a purchase order -- Making Payments -- Recording an individual payment -- Recording batch payments -- Creating a new batch payment -- Exporting a batch file to your bank -- Removing allocated payments -- Mastering Other Payment Considerations -- Printing bills -- Working with Repeating Bills -- Scheduling payments -- Stylising your check -- Sending remittance advice -- Managing credit notes -- Taking advantage of Hubdoc -- Entering Expense Claims -- Understanding Xero Expenses functionality -- Defining Expense Settings -- Adding a new expense claim -- Making mobile expense claims -- Submitting a claim for approval -- Reviewing and authorising the claim -- Paying the claim -- Adding a new mileage claim -- Chapter 8 Reconciling Your Bank Accounts -- Preparing to Reconcile -- Automagically Reconciling Accounts -- Understanding the hierarchy for matching -- Accepting transactions Xero has matched correctly -- Tweaking Transactions to Reconcile -- Matching misfit transactions -- Create -- Transfer -- Discuss Reviewing other possible matches -- Taking Advantage of Cash Coding -- Getting familiar with Cash Coding -- Understanding bulk coding -- Viewing Bank Statements -- Viewing Account Transactions -- Using the Spend Money and Receive Money Options -- Direct payment -- Prepayment -- Overpayment -- Underpayment -- Processing prepayments and overpayments -- Searching for a transaction -- Fixing Errors -- Resolving the difference between Xero balances and bank balances -- Undertaking detailed searches to find and recode transactions -- Unreconciling a bank transaction -- Removing and undoing a bank transaction -- What Happens in Life Happens in Xero -- Part 3 Making the Routine, Routine -- Chapter 9 Generating Reports -- Understanding the Reports Available in Xero -- Accessing Xero's business reports -- Selecting your favourite reports -- Sorting and filtering -- Customising Reports -- Customising report layouts -- Adding reporting 'bling': Text Blocks and Footnotes -- Changing views -- Understanding Xero's Different Reporting Options -- Draft -- Published -- Archived -- Exporting Reports -- Accessing Management Reports -- Chapter 10 Mastering Your Weekly and Monthly Tasks -- Confirming Accounts are Complete -- Reconciling Bank Accounts, Credit Card and Online Payment Gateway Accounts -- Checking Off the Transactions in Your Clearing Accounts -- Reconciling Your Consumer Tax Control Account -- Reviewing Your Business Information -- General Ledger Exceptions report -- Invoicing -- Aged Receivables -- Aged Payables -- Reporting to Your Tax Authority -- Australian reporting -- Canadian reporting -- New Zealand reporting -- Singapore reporting -- South Africa reporting -- US reporting -- UK reporting -- Recording payments to your tax authority -- Taking Advantage of Xero's Budget Functions -- Creating a budget -- Reviewing and editing your budget Setting a Period Lock Date -- Chapter 11 End of Financial Year Reporting -- Getting Ready for the End of the Financial Year -- Finding out where you're at -- Being prepared early -- Reconciling tax payments for the year -- Processing a bad debt -- Preparing Accounts for Your Tax Accountant -- Helping with Tax Accountant Tasks -- Enabling your tax accountant to work directly in Xero -- Exporting general ledger transactions -- Entering manual journals -- Special Considerations -- Publishing end-of-year reports -- Locking down accounts -- Part 4 Getting the Most Out of Xero -- Chapter 12 Monitoring Your Business -- Identifying Key Metrics -- Using Xero to set realistic targets and strategies -- Setting KPIs and rewarding success -- Reviewing your business strategy -- Generating Useful Information -- Taking advantage of management reports -- Delving deeper into the Executive Summary report -- Assessing your performance -- Evaluating your position -- Unpicking the details -- Customising the Management Report -- Unravelling the Business Performance dashboard -- Exploring the Analytics Plus Reports -- The Business Snapshot report -- Short Term Cash Flow -- Understanding Xero's Tracking Options -- Using Tracking -- Working out what your business should track -- Setting up Tracking -- Editing, deleting and applying Tracking options -- Reviewing Tracking reports -- Tracking conversion balances -- Maintaining Budget Control: Budget Manager -- Exploring Xero Projects -- Defining Project Settings -- Adding a new Project -- Adding a Project Task -- Adding a Project Expense -- Recording a Time Entry -- Raising a Deposit Invoice for a Project -- Invoicing billable Tasks & -- Expenses -- Raising a Project Invoice -- Tracking Project time entries from your mobile device -- Project reporting -- Chapter 13 Managing Your Inventory Items Understanding Inventory Items |
| title | Xero for Dummies |
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| title_full | Xero for Dummies |
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