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81 results returned
  • EOFY essentials: Prepare client reports in Xero

    For accountants & bookkeepers. Practical ways to improve the way you create year-end reports in Xero. Use customised report templates across your client base, check report data for each client, and update existing reports to save time each year.

    • Duration 10m
    • Intermediate
  • Make better business decisions with insights and tools

    For small businesses. Improve your financial planning and decisions with Xero's reporting tools. Get the data you need by using Budget Manager, customising the Profit and Loss report and exploring our new insights tool, Analytics Plus.

    • Duration 44m
    • Rating 5.0
    • Intermediate
  • Streamline your day to day workflows with Xero

    For all audiences. Understand the basics of Xero. Save time reconciling your bank accounts, send out invoices quickly, gain oversight of your bills, and get better insights with Xero's reports.

    • Duration 26m
    • Rating 4.5
    • Intermediate
  • Tips to get more out of Xero

    For small businesses. Get the most out of Xero with our top tips. Report on different departments and cost centres easily, process supplier payments, and understand your short term cash flow and business snapshot.

    • Duration 25m
    • Rating 4.0
    • Intermediate
  • Save time on data entry with E-invoicing

    For all audiences in Australia, New Zealand, and Singapore. Get started with e-invoicing in Xero. Receive e-invoices directly into Xero to save time on data entry. Send e-invoices into your customers’ accounting software to help get paid faster.

    • Duration 12m
    • Intermediate
  • Faster client conversions with the Xero Conversion Toolbox

    For accountants & bookkeepers. Save time when it comes to moving your clients data across to Xero using the Conversion Toolbox to bulk import the files such as the chart of accounts, opening balances, transactions and more.

    • Duration 51m
    • Intermediate
  • Save time with Xero's practice tools

    For accountants & bookkeepers on the Xero Partner Program. Get an introduction to our suite of practice tools: Xero Practice Manager, Xero HQ and Xero Tax (AU/NZ) and how they work together to help you efficiently carry out tasks, and...

    • Duration 30m
    • Rating 4.0
    • Beginner
  • Cash flow mastery: top tips to improve cash flow

    For small businesses. Hear our top tips to supercharge your cash flow. Get paid faster with online payments and other methods. Improve your invoicing, access finance more easily, and manage your costs more effectively with technology.

    • Duration 28m
    • Rating 5.0
    • Intermediate
  • Accept online payments and give customers more ways to pay

    For small businesses.Accept online payments by credit card, debit card or direct debit straight from your Xero invoice. Let customers pay the way they want, increase the likelihood of getting paid on time, and reduce the time spent chasing payments....

    • Duration 10m
  • Streamline client billing with online invoice payments

    For accountants & bookkeepers in Australia and New Zealand. Online payments like Stripe or GoCardless helps automate client billing – enabling an easy, repeatable payment process that reduces costly admin and makes invoice payments seamless for you and your clients.

    • Duration 10m
    • Rating 5.0
  • Top tips to save time

    For small businesses. Download our handy guide to view the top tips on how to save time using Xero, along with instructions.

    • Duration 10m
    • Rating 4.8
  • Get started with the single client record

    If you use both Xero Practice Manager (XPM) and Xero HQ or Xero Tax, you'll need to take two steps to access the single client record. Watch the video to find out more.

    • Rating 3.0
  • Move to the single client record

    We’re moving to a future where Xero Practice Manager (XPM), Xero HQ and Xero Tax are seamlessly connected. To help us achieve this vision, we’re creating a single source of truth for your client records across Xero HQ, XPM and...

    • Path
    • Duration 25m
  • Set up your small business in Xero

    Completing your setup correctly to get the most out of Xero from the start. Enter your organisation and financial settings, connect your bank account, customise your invoices and add users to your organisation.

    • Path
    • Duration 45m
    • Beginner
  • Set up your small business in Xero - CA & US

    Complete your setup correctly to get the most out of Xero from the start. Enter your organisation and financial settings, connect your bank account, customise your invoices and add users to your organisation.

    • Duration 45m
    • Rating 5.0
    • Beginner
  • Set up your small business in Xero - NZ, AU & Asia

    For small businesses. Complete your setup correctly to get the most out of Xero from the start. Enter your organisation and financial settings, connect your bank account, customise your invoices and add users to your organisation.

    • Event
    • Duration 1h
  • Add online payment options for more ways to get paid

    Xero customers who use online payment services give their customers more ways to pay. Learn how to connect a payment service to Xero, what your customers see on their invoice, and how to receive and reconcile online payments in Xero....

    • Path
    • Duration 1h
    • Rating 4.5
    • Intermediate
  • Explore Hubdoc

    Find out how Hubdoc can help automate document collection and data entry into Xero by automatically extracting key information from invoices and bills.

    • Duration 5m
    • Rating 4.4