Getting the Most Out of Xero In A Day For Dummies
For Dummies (Verlag)
978-1-118-57243-6 (ISBN)
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Business decisions aren’t all about data; they’re about gut instinct and courage. But without the data (that you can easily access on the go with your Xero dashboards — on your iPad on a yacht in the Bahamas) you could be making critical decisions blindly. Not only does this ebook help you understand how to generate awesome management information, it also introduces you to tips and tricks that can further assist the processes of your business and provide you with the capacity to grow.
Inside you can take a look at the kinds of useful information you can generate, and how to customise information and reports to your needs. Check out Xero’s online networks and the different add-on solutions available to you and your team. Discover the online networking capabilities of Xero, the cost benefits of using add-ons, and which add-ons might be useful to you and your business. Generate useful information you can use to run your business with Getting the Most Out of Xero In A Day For Dummies.
Heather Smith is an accounting consultant who specialises in management report development, data detox, and cloud suitability scoping services. Heather remotely assists global businesses advising on process automation and maximising integrated data opportunities. A business and tech writer, Heather hosts the popular Cloud Stories podcast. She is an advisory board member for many dynamic businesses.
Introduction 1
What You Can Do In A Day 1
Foolish Assumptions 2
Icons Used in This Book 2
Chapter 1: Analysing Your Business 5
Generating Useful Information 5
Taking Advantage of Management Reports 6
Performance management reports 6
Position management reports 7
Delving deeper into the Executive Summary report 7
Understanding Xero’s Tracking Options 8
Using Tracking 9
Working out what your business should track 10
Setting up Tracking 10
Editing, deleting and applying Tracking Options 11
Reviewing Tracking reports 12
Tracking conversion balances 14
Chapter 2: Exploring the Xero Online Network and Add-On Solutions 19
Working with Xero to Xero Networks 20
Understanding Add-On Solutions 20
Looking at longevity and scalability of product 20
Checking response times 21
Getting a Feel for Available Solutions 21
Connectors 22
CRMs 23
e-commerce 23
Bills and expenses 24
Inventory 24
Job tracking 25
Payment 26
Payroll 26
Point of sale 26
Time tracking 27
Reporting 27
Chapter 3: Discovering Xero’s Tips and Tricks 29
Invoicing Contact Groups 29
Connecting with Contacts via Social Media 30
Making Mobile Expense Claims 31
Creating and Sending Invoices via Your Mobile Device 32
Designing Clear Invoices for a Positive Cash Flow 33
Setting up the basics 33
Setting up payment services 34
Customising the branding theme 35
Fancy schmancy invoice branding 39
Using the Batch Payments Feature 41
Creating a Budget 42
Using Xero to Set Realistic Targets and Strategies 44
Setting KPIs and Rewarding Success 44
Chapter 4: Improving Your Cash Flow with Xero 47
Reconciling Regularly 47
Using the Money Coming In Dashboard 48
Customising Invoices 48
Engaging with Technology 49
Reviewing Your Aged Receivables Report 49
Checking Out Your Cash Position Report 51
Keeping On Top of Your Outstanding Debts 51
Making Use of Statements 52
Chapter 5: Achieving Long-Term Success with Xero 55
Embracing the Cloud 55
Making Use of Networking Technology 56
Exporting Data to Create Graphs 56
Setting up Bank Rules 57
Maintaining Budget Control: Budget Manager 57
Keeping Bank Accounts for Business Use 58
Embracing Change 59
Using Tracking to Sharpen Reporting 59
Taking Advantage of Repeating Bills and Invoices 60
Collaborating with Your Advisory Team 60
Understanding Different Terminology 60
Chapter 6: Where to Go from Here 63
Finding Out How to Use Xero 63
Say ‘Hello’ to the Xero Community 64
Visit dummiescom 64
Erscheint lt. Verlag | 1.3.2013 |
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Sprache | englisch |
Themenwelt | Wirtschaft ► Betriebswirtschaft / Management |
ISBN-10 | 1-118-57243-2 / 1118572432 |
ISBN-13 | 978-1-118-57243-6 / 9781118572436 |
Zustand | Neuware |
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