Xero Guides

• Remove and redo (can I redo a transaction I have coded incorrectly)
• Altering standard email message sent to customers
• Split payments (how do I code a part payment by a customer)
• Sending an invoice (How can I send invoices to customers)
• Customer over-payments (my customer overpaid me - how do I code that)
• Email settings (is it possible to change the email messages sent to customers?)
• Add credit note (how do I credit part of an invoice)
• Can I export information to my Google Account?
• Can you slice and dice reports in Xero?
• Are there any short cuts within Bills?
• So can you explain the Xero dashboard for me?
• Are we able to customise our invoices?
• Can I automate the invoice dates for some customers?
• Can I really store documents and files in Xero?
• Can you change how the invoice looks to my customers?
• What sort of reports can I get out of Xero?
• A supplier owes me a credit how can I account for that?
• Do I need to put an invoice into Xero when I transfer money between accounts?
• When I invoice a customer can I change parts of the invoice?
• Can I pay multiple bills at once?
• How do I code a cash refund?
• Where do credit card statements go in Xero?
• Can Xero do 'buyer created bills'?
• Where do I find a list of bills I haven't paid yet?
• Is there any way Xero can track our Petty Cash?
• What if the bank feed misses some transactions?
• Document customising (can I totally change my invoices to clients)
• Where do my reconciled transactions go
• Customer part payment - multiple invoices
• Add credit note (can I add a note to a Debtor Invoice)
• Reconcile and unreconcile
• Customer split payments
• Invoice branding
• Adding email addresses
• Debtor collection note
• Split payments (how do I apply part payments against customer invoices)
• Repeating invoices (can Xero send out invoices automatically)
• Can I group my contacts in Xero
• Can I change my email login address?
• Default invoice (can I change the default invoice settings)
• How do I get more detail on reports
• Can I change my invoices after I approve them?
• Is it possible to have one Xero account and several Cost centres?
• Can I attach a signed copy of an approval to a customer invoice?
• Xero keeps putting the wrong information in when I want to reconcile
• How do I do a purchase order in Xero?
• I haven't coded a transaction the right way can I redo it?
• I think there are duplicate transactions in my bank account
• I have a staff member I only want them to invoice only not see the bank accounts
• Sometimes our customers want a one off delivery address how do I do that?
• Does Xero have Quotes?
• Bank reconciliation in Xero
• How can I pay staff for their expenses?
• We want to add a message to our emailed invoices, can we?
• Repeating invoices
• I overpaid a supplier with a cheque how can I track that?
• We don't use invoices so how do we code stuff
• How to change email reply address on repeating invoices?
• Do I reconcile my foreign currency invoices in my currency or theirs?
• Fixed asset register
• What if I made 2 contacts for the same person?
• How do I code dishonoured payments?
• Adding a bank account
• How can I add a new bank account?
• How do I credit a customer?
• How does Xero manage loans or mortgages?
• We do our budgets manually - don't suppose Xero has budgets?
• Customer overpayments
• What if a supplier sends only part of our order?
• There is no bank account on our invoices, how do I get that in?
• Creating sales invoice (How do I invoice my customers)
• Our sister company uses Xero can we use each others information?
• Adding payment services (Adding a payment gateway in Xero)
• Tracking (can I separate a set of sales and bills to report on)
• Can I deal with expense claims separately to the reconcile screen?
• How do I automate the monthly bank charges
• I can't work out the foreign currency in Xero
• How to create recurring invoice in Xero?
• Inviting another user into Xero
• Can I get my partners into Xero
• Can my customers pay for their invoices online?
• Can I set up Fixed Assets in Xero?
• Can I set a customer up for a standard discount?
• Do I have to add a contact before I can invoice them?
• How do I check for unpresented cheques?