Connecting PayPal to Xero is easy! There is no need for any third-party software to connect the two programs together and have your PayPal sales, fees and other transactions flow into Xero, ready for you to reconcile. If you are looking to integrate PayPal into Xero and a bank account, check out our video. We…
Before you start sending invoices or quotes to your clients, you need to get your settings right in Xero. This includes adding your own branding to your invoices and setting up automated reminders that are emailed from Xero to your customers to chase payments. Check out our comprehensive video where we run through all the…
When an employee leaves your business you may need to pay out their unused annual leave balance. That is, the balance of annual leave that builds up over time that your employee has not used to go on holiday. Check out our video on how to properly pay out an employee’s annual leave balance when…
When an employee goes on leave, they should enter a leave request in Xero for the number of working hours they will be away. Once you approve the request and run the payroll for that period, your employee’s accrued leave balance will reduce by the number of approved leave hours. If you do not follow those…
If you charge customers on a regular basis, you can save time by setting up repeating invoices in Xero instead of creating each invoice from scratch. Check out our video tutorial in which we use Xero’s demo company to create a repeating sales invoice template that will automatically generate invoices whenever they are due to…
Cash coding is a great way to save time when reconciling your bank accounts in Xero. By sorting unreconciled bank transactions into order, you can enter general ledger information into the top line and copy it down into the other lines. That saves you from having to manually enter the same information over and over…
Xero has made it easy to add new employees to payroll. Check out our video tutorial above. It will step you through how to add an employee to payroll in the Australian version of Xero’s demo company. The tutorial and written guide assumes that you have already completed the payroll settings necessary to successfully add…
The Xero demo company is a great way to practice using the system without affecting the accounts of your real business. The demo company contains dummy data that you can use to practice any bookkeeping tasks you like including payroll, fixed assets maintenance, bank reconciliations and much more. Once you have finished practising your bookkeeping…
If you have casual employees on your payroll in Xero, you may need to add and approve timesheets so you can pay them. Check out our video tutorial for a comprehensive look at all the steps involved in adding a timesheet for your employee and approving it for payment in Xero. First, we take a…
One of the most important things to do in Xero is to manage your contacts. This means your customers, suppliers, employees and more. In this video tutorial, we run through all the different ways you can manage your contacts. This includes adding contacts, merging duplicate contacts and bulk importing and exporting contacts. Once you have…
It happens to us all: you’ve put the payroll together and before you know it, there are changes to be made. Someone has worked extra hours, there’s an allowance to add or tax changes to be made to an employee’s pay. So now you’re wondering, how do I make changes to a draft pay run…
Invoicing customers is a critical part of any business. So, having a smooth invoicing process, will be a major stress reliever for you. In this guide, you’ll learn how to set up a new sales invoice in Xero, how to email them to customers and how to attach files. And to help you learn the…
