Xero For Dummies. Heather Smith

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СКАЧАТЬ rel="nofollow" href="#uec6017e2-4494-5b54-be21-cfe100b3d3fc">Part 2: Daily Activities Chapter 5: Managing Your Contacts Setting Up Customers Setting Up Suppliers Connecting Your Contacts to Workspace or Office 365 Tweaking Your Contacts after Set-Up Setting Up Employees Utilising Smart Lists CRM Functionality Chapter 6: Managing Your Sales Navigating the Sales Dashboard Mastering Basic Invoice Functions Mastering More Advanced Invoice Functions Recording Payments Taking Advantage of Email Templates Following Up on Outstanding Debtors Chapter 7: Managing Your Payables Navigating the Purchases Dashboard Managing Your Supplier Bills Making Payments Mastering Other Payment Considerations Entering Expense Claims Chapter 8: Reconciling Your Bank Accounts Preparing to Reconcile Automagically Reconciling Accounts Tweaking Transactions to Reconcile Taking Advantage of Cash Coding Viewing Bank Statements Viewing Account Transactions Using the Spend Money and Receive Money Options Fixing Errors What Happens in Life Happens in Xero

      8  Part 3: Making the Routine, Routine Chapter 9: Generating Reports Understanding the Reports Available in Xero Customising Reports Understanding Xero’s Different Reporting Options Exporting Reports Accessing Management Reports Chapter 10: Mastering Your Weekly and Monthly Tasks Confirming Accounts are Complete Reconciling Bank Accounts, Credit Card and Online Payment Gateway Accounts Checking Off the Transactions in Your Clearing Accounts Reconciling Your Consumer Tax Control Account Reviewing Your Business Information Reporting to Your Tax Authority Taking Advantage of Xero’s Budget Functions Setting a Period Lock Date Chapter 11: End of Financial Year Reporting Getting Ready for the End of the Financial Year Preparing Accounts for Your Tax Accountant Helping with Tax Accountant Tasks Special Considerations

      9  Part 4: Getting the Most Out of Xero Chapter 12: Monitoring Your Business Identifying Key Metrics Generating Useful Information Exploring the Analytics Plus Reports Understanding Xero’s Tracking Options Maintaining Budget Control: Budget Manager Exploring Xero Projects Chapter 13: Managing Your Inventory Items Understanding Inventory Items Setting Up a Xero Inventory Item Managing Inventory Items Adjusting Inventory Balances Accessing Online App Solutions Chapter 14: Working with Fixed Assets Recognising Fixed Assets Accessing Fixed Asset Reports Chapter 15: Working with Multi-Currency Transactions Setting Up Multi-Currency in Xero Processing Multi-Currency Transactions in Xero Conversion Balances and Multi-Currency Bank Accounts Viewing Reports in Foreign Currency СКАЧАТЬ