Heather Smith - Xero For Dummies

11 Index

12 About the Author

13 Connect with Dummies

14 End User License Agreement

1 Chapter 2 TABLE 2-1 Additional Data Required for Set-Up by Region TABLE 2-2 Xero Bank Account Settings Fields by Region TABLE 2-3 Xero Tax Rate Settings by Region

2 Chapter 3 TABLE 3-1 Conversion Checklist — Summary TABLE 3-2 Downloadable Template Information

3 Chapter 5TABLE 5-1 Xero Contact Tax Details by RegionTABLE 5-2 Xero Bank Fields by Region

4 Chapter 13TABLE 13-1 Example of Grouped Inventory Accounts

5 Chapter 15TABLE 15-1 Possible Tax Rate Display Names

1 Chapter 2FIGURE 2-1: The Sign Up window. FIGURE 2-2: The Create a Password window. FIGURE 2-3: The Add Your Business window. FIGURE 2-4: The Organisation Settings dashboard. FIGURE 2-5: How account types are grouped on your reports. FIGURE 2-6: The Add New Account window. FIGURE 2-7: The Conversion Balances dashboard. FIGURE 2-8: The Comparative Balances window. FIGURE 2-9: The Tax Rates window.

2 Chapter 3FIGURE 3-1: Using the file directory to open a text file in Excel.FIGURE 3-2: Text Import Wizard window (Step 1 of 3).FIGURE 3-3: Text Import Wizard window (Step 2 of 3).FIGURE 3-4: Resize Excel spreadsheet columns.FIGURE 3-5: Combining data into a single cell.FIGURE 3-6: Calculating consumer tax Exclusive Amount.FIGURE 3-7: The Import Your Chart of Accounts window. FIGURE 3-8: The Statement Import Options window.

3 Chapter 4FIGURE 4-1: The Invite a User dashboard. FIGURE 4-2: Invite an Adviser with the Manage Users option. FIGURE 4-3: The Personalise Invitation and Send window. FIGURE 4-4: Part one of the Spend Money Rule wizard. FIGURE 4-5: Part two of the Spend Money Rule wizard. FIGURE 4-6: Part four of the Spend Money Rule wizard. FIGURE 4-7: Part five of the Spend Money Rule wizard. FIGURE 4-8: Part six of the Spend Money Rule wizard. FIGURE 4-9: Files storage area.

4 Chapter 5FIGURE 5-1: The Add Contact and Contact Information section of the Add Contact ...FIGURE 5-2: The Contact Details section of the Add Contact window. FIGURE 5-3: The Financial Details block of the Add Contact window. FIGURE 5-4: The individual Contact dashboard. FIGURE 5-5: The Contacts dashboard.

5 Chapter 6FIGURE 6-1: The Xero Sales dashboard. FIGURE 6-2: The New Invoice window. FIGURE 6-3: The New Branding Theme window. FIGURE 6-4: The New Repeating Invoice window. FIGURE 6-5: The Send Receipt window. FIGURE 6-6: The Email Settings window.

6 Chapter 7FIGURE 7-1: The Purchases dashboard. FIGURE 7-2: The New Bill window. FIGURE 7-3: The Purchase Orders dashboard. FIGURE 7-4: The New Purchase Order form. FIGURE 7-5: The Make a Payment block. FIGURE 7-6: The New Batch Payment window. FIGURE 7-7: The New Repeating Bill window. FIGURE 7-8: The New Check Style window. FIGURE 7-9: The Allocate Credit to Bill window. FIGURE 7-10: The Xero Expenses summary dashboard. FIGURE 7-11: The Expense Settings window. FIGURE 7-12: The New Expense window. FIGURE 7-13: The Your Own Expenses tab. FIGURE 7-14: The Awaiting Authorisation table.

7 Chapter 8FIGURE 8-1: The bank account on the dashboard. FIGURE 8-2: The Statement Details pop-up window. FIGURE 8-3: The OK button in the middle of matching transactions. FIGURE 8-4: The transaction box. FIGURE 8-5: The Find & Match window. FIGURE 8-6: The Split Transaction window. FIGURE 8-7: The New Transfer window. FIGURE 8-8: A Create Transaction example on the Create tab. FIGURE 8-9: The text box under the Discuss tab option. FIGURE 8-10: The Cash Coding table. FIGURE 8-11: The Bank Statements tab. FIGURE 8-12: The Account Transactions tab. FIGURE 8-13: The Edit Account Details window. FIGURE 8-14: The Spend Money window. FIGURE 8-15: The search box located within the Account Transactions window. FIGURE 8-16: Deleting a transaction.

8 Chapter 9FIGURE 9-1: The Edit Layout fields in a New Layout window.

9 Chapter 10FIGURE 10-1: The Publish window for the GST Return. FIGURE 10-2: The Budget Manager dashboard.

10 Chapter 11FIGURE 11-1: Bank Reconciliation Summary displaying a reconciled account. FIGURE 11-2: Xero’s end of financial year general journal entry template.

11 Chapter 12FIGURE 12-1: The Executive Summary* page of Xero’s Management Report. FIGURE 12-2: Xero’s Tracking Category window. FIGURE 12-3: The Projects Summary dashboard. FIGURE 12-4: The Project Settings window. FIGURE 12-5: The New Project window. FIGURE 12-6: The Project Details dashboard. FIGURE 12-7: The New Task window. FIGURE 12-8: The New Estimated Expense window. FIGURE 12-9: The New Expense window. FIGURE 12-10: The Time Entry window.

12 Chapter 13FIGURE 13-1: The New Item window. FIGURE 13-2: The Edit Item window.

13 Chapter 14FIGURE 14-1: The Edit Asset details window in the pending items area. FIGURE 14-2: The Fixed Asset details window. FIGURE 14-3: The Dispose window.

14 Chapter 15FIGURE 15-1: The Set Exchange Rate window. FIGURE 15-2: The Currency Conversion panel. FIGURE 15-3: The Foreign Currency Gains and Losses report.

1 Cover

2 Title Page

3 Copyright

4 Table of Contents

5 Begin Reading

6 Index

7 About the Author

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