rel="nofollow" href="#uec6017e2-4494-5b54-be21-cfe100b3d3fc">Part 2: Daily Activities
Chapter 5: Managing Your Contacts
Setting Up Customers
Setting Up Suppliers
Connecting Your Contacts to Workspace or Office 365
Tweaking Your Contacts after Set-Up
Setting Up Employees
Utilising Smart Lists CRM Functionality
Chapter 6: Managing Your Sales
Navigating the Sales Dashboard
Mastering Basic Invoice Functions
Mastering More Advanced Invoice Functions
Recording Payments
Taking Advantage of Email Templates
Following Up on Outstanding Debtors
Chapter 7: Managing Your Payables
Navigating the Purchases Dashboard
Managing Your Supplier Bills
Making Payments
Mastering Other Payment Considerations
Entering Expense Claims
Chapter 8: Reconciling Your Bank Accounts
Preparing to Reconcile
Automagically Reconciling Accounts
Tweaking Transactions to Reconcile
Taking Advantage of Cash Coding
Viewing Bank Statements
Viewing Account Transactions
Using the Spend Money and Receive Money Options
Fixing Errors
What Happens in Life Happens in Xero
8 Part 3: Making the Routine, Routine Chapter 9: Generating Reports Understanding the Reports Available in Xero Customising Reports Understanding Xero’s Different Reporting Options 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 Reporting to Your Tax Authority Taking Advantage of Xero’s Budget Functions Setting a Period Lock Date Chapter 11: End of Financial Year Reporting Getting Ready for the End of the Financial Year Preparing Accounts for Your Tax Accountant Helping with Tax Accountant Tasks Special Considerations
9 Part 4: Getting the Most Out of Xero Chapter 12: Monitoring Your Business Identifying Key Metrics Generating Useful Information Exploring the Analytics Plus Reports Understanding Xero’s Tracking Options Maintaining Budget Control: Budget Manager Exploring Xero Projects Chapter 13: Managing Your Inventory Items Understanding Inventory Items Setting Up a Xero Inventory Item Managing Inventory Items Adjusting Inventory Balances Accessing Online App Solutions Chapter 14: Working with Fixed Assets Recognising Fixed Assets Accessing Fixed Asset Reports Chapter 15: Working with Multi-Currency Transactions Setting Up Multi-Currency in Xero Processing Multi-Currency Transactions in Xero Conversion Balances and Multi-Currency Bank Accounts Viewing Reports in Foreign Currency
