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Getting the most out of Xero in a day for dummies

Author: Heather Nicolette Smith
Publisher: Richmond, Vic. : John Wiley and Sons, 2013.
Series: --For dummies.
Edition/Format:   eBook : Document : EnglishView all editions and formats

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Genre/Form: Handbooks and manuals
Handbooks, manuals, etc
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: Heather Nicolette Smith
ISBN: 9781118572399 1118572394 9781118572412 1118572416 9781118572429 1118572424
OCLC Number: 848754382
Description: 1 online resource.
Contents: Introduction 1What You Can Do In A Day 1Foolish Assumptions 2Icons Used in This Book 2Chapter 1: Analysing Your Business 5Generating Useful Information 5Taking Advantage of Management Reports 6Performance management reports 6Position management reports 7Delving deeper into the Executive Summary report 7Understanding Xero's Tracking Options 8Using Tracking 9Working out what your business should track 10Setting up Tracking 10Editing, deleting and applying Tracking Options 11Reviewing Tracking reports 12Tracking conversion balances 14Chapter 2: Exploring the Xero Online Network and Add-OnSolutions 19Working with Xero to Xero Networks 20Understanding Add-On Solutions 20Looking at longevity and scalability of product 20Checking response times 21Getting a Feel for Available Solutions 21Connectors 22CRMs 23e-commerce 23Bills and expenses 24Inventory 24Job tracking 25Payment 26Payroll 26Point of sale 26Time tracking 27Reporting 27Chapter 3: Discovering Xero's Tips and Tricks 29Invoicing Contact Groups 29Connecting with Contacts via Social Media 30Making Mobile Expense Claims 31Creating and Sending Invoices via Your Mobile Device 32Designing Clear Invoices for a Positive Cash Flow 33Setting up the basics 33Setting up payment services 34Customising the branding theme 35Fancy schmancy invoice branding 39Using the Batch Payments Feature 41Creating a Budget 42Using Xero to Set Realistic Targets and Strategies 44Setting KPIs and Rewarding Success 44Chapter 4: Improving Your Cash Flow with Xero 47Reconciling Regularly 47Using the Money Coming In Dashboard 48Customising Invoices 48Engaging with Technology 49Reviewing Your Aged Receivables Report 49Checking Out Your Cash Position Report 51Keeping On Top of Your Outstanding Debts 51Making Use of Statements 52Chapter 5: Achieving Long-Term Success with Xero 55Embracing the Cloud 55Making Use of Networking Technology 56Exporting Data to Create Graphs 56Setting up Bank Rules 57Maintaining Budget Control: Budget Manager 57Keeping Bank Accounts for Business Use 58Embracing Change 59Using Tracking to Sharpen Reporting 59Taking Advantage of Repeating Bills and Invoices 60Collaborating with Your Advisory Team 60Understanding Different Terminology 60Chapter 6: Where to Go from Here 63Finding Out How to Use Xero 63Say `Hello' to the Xero Community 64Visit dummiescom 64
Series Title: --For dummies.
Responsibility: Heather Nicolette Smith.


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