|
Introduction to Xero |
|
Welcome to Xero
The Xero Business Performance Dashboard
The Business Performance dashboard provides a view of a business’s performance across a wide range of standard business metrics. Businesses and their advisors can view simple graphs of each metric. This will help to identify important trends that would otherwise be difficult and time consuming to derive.
Click on any metric to find out more information, including how each has been calculated and where the data comes from.
The clearer a business is understood, the more informed decision making can be. The Business Performance Dashboard in Xero enables small businesses and their advisors to better understand their financial data and work together to improve the success of the business.
Click on any metric to find out more information, including how each has been calculated and where the data comes from.
The clearer a business is understood, the more informed decision making can be. The Business Performance Dashboard in Xero enables small businesses and their advisors to better understand their financial data and work together to improve the success of the business.
What is a Yodlee Bank Feed in Xero?
Yodlee feeds are a type of bank feed sent to Xero by a third-party. Share your online banking login with Yodlee and your transactions will automatically import into Xero.
Yodlee is a third-party that accesses online accounts to retrieve account transactions. Yodlee connects to thousands of online banking websites and financial institutions worldwide to retrieve financial information and make it electronically available to customers.
You provide your online banking user name and password details when you set up a Yodlee bank feed in Xero. Yodlee stores your online banking user name and password details in a highly secure system. Yodlee uses these details only to log into online banking on your behalf and retrieve your account transaction data.
Xero does not store or use your online banking user name and password details.
For more details, see: help.xero.com/Payments_YodleeFeeds
Yodlee is a third-party that accesses online accounts to retrieve account transactions. Yodlee connects to thousands of online banking websites and financial institutions worldwide to retrieve financial information and make it electronically available to customers.
You provide your online banking user name and password details when you set up a Yodlee bank feed in Xero. Yodlee stores your online banking user name and password details in a highly secure system. Yodlee uses these details only to log into online banking on your behalf and retrieve your account transaction data.
Xero does not store or use your online banking user name and password details.
For more details, see: help.xero.com/Payments_YodleeFeeds
Creating your first invoice
Creating and sending beautiful invoices is easy with Xero. Here’s how.
First enter who the invoice is to. As you type, Xero will autosuggest from your list of contacts. If that name is not already in your contact list, Xero will automatically create a new contact record.
Choose the due date - this the date by which you would like to be paid. This can be the same day as the invoice date if your terms are payment due on receipt.
You can change the invoice number if you need and also include an additional reference like an order number.
Select if you would like the amounts you enter to be tax inclusive or exclusive.
Add the description you want displayed on the invoice. Complete the quantity, unit price, a discount if applicable, and categorize it to the correct account. You can also change the default tax rate if needed
The amount field will be calculated automatically from the quantity and unit price.
You can choose to set up frequently invoiced items to make invoicing even faster. Simply select the item and add the quantity.
Add additional lines as you need them, even description only lines if you want to include a message to your customer.
When you are done, simply Approve or you can save the invoice as a draft if you want to continue working on it later.
Once approved, email your customer a message and a link to view their invoice online. If you have added a payment service like Stripe or Paypal, a pay now button will appear on the invoice so your customer can pay straight away.
First enter who the invoice is to. As you type, Xero will autosuggest from your list of contacts. If that name is not already in your contact list, Xero will automatically create a new contact record.
Choose the due date - this the date by which you would like to be paid. This can be the same day as the invoice date if your terms are payment due on receipt.
You can change the invoice number if you need and also include an additional reference like an order number.
Select if you would like the amounts you enter to be tax inclusive or exclusive.
Add the description you want displayed on the invoice. Complete the quantity, unit price, a discount if applicable, and categorize it to the correct account. You can also change the default tax rate if needed
The amount field will be calculated automatically from the quantity and unit price.
You can choose to set up frequently invoiced items to make invoicing even faster. Simply select the item and add the quantity.
Add additional lines as you need them, even description only lines if you want to include a message to your customer.
When you are done, simply Approve or you can save the invoice as a draft if you want to continue working on it later.
Once approved, email your customer a message and a link to view their invoice online. If you have added a payment service like Stripe or Paypal, a pay now button will appear on the invoice so your customer can pay straight away.