Learn XERO online with MIEBS! Xero Training – One day courses – Book HERE ![]() ![]() Please contact Elke on you wish to discuss help with your Xero file. We do not just show you how to use the functions in Xero, we train you so that you understand why, know how, using the correct what function, and when you need to do it. My business, Make It Easy Business Systems, also runs 4 Xero courses – one being “Xero in a Day” which covers all day-to-day activities from setting up your Xero file to lodging your Business Activity Statement – for a detailed list of topics, please read below. I enjoy helping Xero users with tidying up their Xero files and training them in the correct ways to use and reconcile transactions and report generation in Xero. I am a Xero Certified Advisor with several years’ experience in bookkeeping, BAS Agent services, troubleshooting and supporting Xero users. Attend a foundation level Xero course that covers all day-to-day functions you need to accomplish in Xero.Obtain the services of a Xero Certified Advisor to review and step you through what has occurred that caused the anomalies, and show you the correct processes in Xero, and.These are just a few examples I have experienced where new Xero users have become confused with using Xero.Īll are easy to correct and learn from. Perhaps you’ll find Contacts in Xero that are actually duplicates but created separately due to slightly different spelling. If you have a bookkeeper and BAS Agent, they will need to remove, Void, or correct the transactions before they can start on generating your Business Activity Statement – again, this will also come as an additional cost to you. When you generate a Profit & Loss report, it is indicating an unusually high amount of expenses and the Net Profit is not what you are expecting. You may also notice that there are a lot of overdue and Awaiting Payment, or Draft status bills on the Dashboard. In many cases, your accountant is either unable to complete their work until you have reviewed and corrected all these anomalies, or they have to do this which will come at a cost to you. So how can they be still sitting in Xero as outstanding bills? Particularly, outstanding bills in Xero – yet you know you have paid these bills a long while ago. and you have outstanding bills and sales invoices.bank account balances do not equal what your bank says are your balances,. ![]() Common problemsĪfter the end of the financial year when your accountant attempts to complete your Tax Financials they may notice some anomalies Simply click a few buttons and enter a few details and you are up and running! Connect your bank accounts to your Xero file and all your transactions arrive into your Xero file every day for you to allocate, allocate and allocate – until you see that familiar and wonderful green tick on the Xero Dashboard that says you are up to date. Xero accounting is such an easy tool and system to use for your small business bookkeeping but like any system – you get the most out of it when you know how to use it properly.
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