- Cover
- Foreword
- Introduction
- Part 1: Getting Started with Xero
- Part 2: Daily Activities
- Part 3: Making the Routine, Routine
- Chapter 9: Generating Reports
- Chapter 10: Mastering Your Weekly and Monthly Tasks
- Confirming Accounts are Complete
- Reconciling Bank Accounts, Credit Card and Online Payment Gateway Accounts
- Reconciling 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
- Part 4: Getting the Most Out of Xero
- Part 5: The Part of Tens
- Chapter 17: Ten (Plus One!) Tips for Long-Term Success with Xero
- Embrace the Cloud
- Make Use of Networking Technology
- Export Data to Create Graphs
- Set up Bank Feeds and Reconcile Regularly
- Use the Batch Payments Feature
- Keep Bank Accounts for Business Use
- Embrace Change
- Use Tracking to Sharpen Reporting
- Take Advantage of Repeating Bills and Invoices
- Collaborate with Your Xero Advisory Team
- Effectively Tap into Online Storage Features
- Chapter 18: Ten Common Mistakes Made in Xero and How to Avoid Them
- Not Making Use of Expert Help
- Not Understanding Terminology Differences
- Messing Up Bank Reconciliation Autosuggestions
- Using a Communal User Account
- Not Deleting Old User Accounts
- Thinking Your Xero Emails Are Stored
- Not Realising the Subscriber Owns and Controls the Data
- Trying to Make Xero Do What Your Old System Did
- Watching Your Bank Feeds Refresh
- Paying Full Price If You’re a NFP
- Chapter 17: Ten (Plus One!) Tips for Long-Term Success with Xero
- Index
- About the Author
- Connect with Dummies
- End User License Agreement
Part 5
The Part of Tens
IN THIS PART …
Read all about how to get the most out of Xero in the long term.
Discover ten common mistakes that are made in Xero, and learn how to avoid them!
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