Xero Payroll – How to Adjust Annual, Sick and Other Leave Balances

Xero Payroll – How to Adjust Annual, Sick and Other Leave Balances

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…

Xero Invoices – How to Create a Repeating Sales Invoice

Xero Invoices – How to Create a Repeating Sales Invoice

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…

Xero – How to Access and Reset the Demo Company

Xero – How to Access and Reset the Demo Company

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…

Xero Contacts – How to Add, Merge, Import and Export Contacts

Xero Contacts – How to Add, Merge, Import and Export Contacts

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…