Table of Contents

Foreword xv Introduction 1 Part I: Getting Started with Xero 7 Chapter 1: Getting to Know Xero 9 Chapter 2: Getting Organised: Setting Up Xero from Scratch 23 Chapter 3: Converting to Xero from Another System 59 Chapter 4: Fine-tuning Your Set-Up 85 Part II: Daily Activities 107 Chapter 5: Managing Your Contacts 109 Chapter 6: Managing Your Sales 125 Chapter 7: Managing Your Payables 165 Chapter 8: Reconciling Your Bank Accounts 197 Part III: Making the Routine, Routine 227 Chapter 9: Generating Reports 229 Chapter 10: Mastering Your Weekly and Monthly Tasks 245 Chapter 11: End of Financial Year Reporting 269 Part IV: Getting the Most Out of Xero 285 Chapter 12: Monitoring Your Business 287 Chapter 13: Managing Your Inventory Items 313 Chapter 14: Working with Fixed Assets 325 Chapter 15: Working with Multi-Currency Transactions 337 Chapter 16: Xero Online Network 349 Part V: The Part of Tens 361 Chapter 17: Ten (Plus One!) Tips for Long-Term Success with Xero 363 Chapter 18: Ten Common Mistakes Made in Xero and How to Avoid Them 369 Index 375

About the Author

Heather Smith is an accountant specialising in content creation. She hosts the Cloud-Stories podcast, writes for XU Magazine, and develops blog content and training videos for businesses within the Xero community. Heather is a consultant providing guidance on Xero set-up, conversion, training and integration, and she offers accounting support to businesses globally.