At Summ-It Up Accountancy we work with Xero – online accounting software that lets you input, access and keep an eye on your financial information wherever you are. Xero is very easy to use whether you’re just starting on accounting software or you’re switching from a different product. We’ll help you get set up and put a process in place to make your bookkeeping a breeze.
Here’s just some of what you can do with Xero
Understanding the dashboard
Get to know the Xero Dashboard that displays all of your most important financial information, including money coming in and going out, invoices owed to you and bills you need to pay. Find out how to use the dashboard, customise it, and find shortcuts for daily tasks.
Here’s where to go to confirm or update that all your contact information, social media links, tax rates, and Xero users are accurate. You can also add your company’s branding to invoices, quotes and other documents here.
Once Xero is connected to your bank, reconciling is no longer a chore. See how to find a transaction to reconcile with a bank payment, reconcile multiple invoices or bills with a single item on the bank statement, and transfer money between accounts.
You can manage your supply chain with purchase orders in Xero. Find out how to create purchase orders and copy them to bills, sales invoices or new purchase orders to save time entering data and keep control of your costs.
Have a look at Xero’s app marketplace and how it’s got tools that integrate with Xero to help you run your business even more efficiently. Tools like point of sale software that sends your sales information automatically to your accounts in Xero or time tracking or inventory software that connects with Xero seamlessly.