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

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