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Efficient Accounting with Xero

You're reading from   Efficient Accounting with Xero The definitive guide to optimizing your accounting with proven techniques and best practices

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Product type Paperback
Published in Apr 2023
Publisher Packt
ISBN-13 9781801812207
Length 306 pages
Edition 1st Edition
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Author (1):
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Jay Kimelman Jay Kimelman
Author Profile Icon Jay Kimelman
Jay Kimelman
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Toc

Table of Contents (27) Chapters Close

Preface 1. Part 1: Hitting the Ground Running
2. Chapter 1: Xero Basics – Subscriptions and When to Use Them FREE CHAPTER 3. Chapter 2: Exploring Bank Feeds – the Heart of Xero 4. Chapter 3: Setting Up Your Organization’s Financial Settings in Xero 5. Chapter 4: Restarting with the Fresh Start Method 6. Chapter 5: Conversion to Xero Made Easy 7. Part 2: Handling the Day-to-Day Processes
8. Chapter 6: Recording and Reconciling the Bank 9. Chapter 7: Invoicing and the Sales Process 10. Chapter 8: Managing Bills and Purchases with Procure-to-Pay in Xero 11. Chapter 9: Using Xero on the Go 12. Part 3: Closing Out the Accounting Period
13. Chapter 10: Managing Fixed Assets in Xero 14. Chapter 11: All You Need to Know about Manual Journals in Xero 15. Chapter 12: Correct Your Mistakes with Find and Recode 16. Part 4: Reporting – Knowing About the Performance of Your Business (KPIs)
17. Chapter 13: Running and Customizing Basic Reports in Xero 18. Chapter 14: Business Analytics with Business Snapshot and Short-Term Cash Flow 19. Chapter 15: Creating Custom Reports in Xero Using the layout editor 20. Part 5: For the Advisor
21. Chapter 16: Run Your Practice with Xero HQ 22. Chapter 17: Exploring Practice-Wide Report Templates 23. Chapter 18: Exporting Your Data and Reports Out of Xero 24. Chapter 19: Increasing Your Powers with Apps and Xero 25. Index 26. Other Books You May Enjoy

Index

As this ebook edition doesn't have fixed pagination, the page numbers below are hyperlinked for reference only, based on the printed edition of this book.

A

accounting data

exporting 259-262

Accounts Payable (AP) 109

bills, processing 114-117

Analytics 185

Analytics Plus 185

application programming interface (API) 10

artificial intelligence (AI) 79

assets

adding, to Xero 143- 145

depreciation, running 145-147

disposing 147-149

B

bank feed 69-73

balancing 19-22

Direct feeds 10

need for 9, 10

setting up 11-19

time 56

Yodlee feeds 10

bank reconciliation process 82, 84

bank rules

setting up 76-79

bank statement

importing 73-76

basic report

customizing 197-202

beginning balances 46, 47

data entry, with conversion balances 56

importing 47

importing, with chart of accounts 48-55

bill payment 118-122

blank template

schedule, designing 203-207

Business...

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